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McKenzie & Associates

Basic Information

Established in 2015, McKenzie & Associates LLC, and its related securities affiliate, McKenzie Securities LLC, is a boutique investment bank and corporate financial advisory firm that provides sell-side and buy-side mergers & acquisitions, growth capital, business valuations, strategic advisory services, and CFO consulting to small and middle-market companies across the US and Latin America.

Why work with us

The team at McKenzie & Associates will take the time to identify and pursue the best long-term strategy for its clients’ success. McKenzie & Associates prides itself on its genuine commitment to integrity, tenacity, and excellence in financial services.

  • McKenzie & Associates values and appreciates its relationship with each and every client, and takes a long-term perspeective and aproach to building value
  • Expert team of professionals from investment banking, accounting, and consulitng backgrounds to bring forth a complimentary blend of experience
  • Generalists who work with business owners/leaders who run companies of all industries/sectors from lower middle-market businesses to large Fortune 500 customers
  • Licensed broker-dealer with FINRA and the SEC
  • Vast network of both financial and strategic investor groups throughout the US and LATAM
  • Broad service offering throughout Financial Services, Capital Markerts, and Asset Management
  • True commitment to integrity, tenacity, and excellence in financial services

Website

http://mckenzieaa.com/

Number of employees

11 - 50

Location

208 Avenida Luis Muñoz Rivera
San Juan , 00918

Year founded

2015

LinkedIn

https://linkedin.com/https://www.linkedin.com/in/acameronmckenzie/

Why Work With Us

The team at McKenzie & Associates will take the time to identify and pursue the best long-term strategy for its clients’ success. McKenzie & Associates prides itself on its genuine commitment to integrity, tenacity, and excellence in financial services.

  • McKenzie & Associates values and appreciates its relationship with each and every client, and takes a long-term perspeective and aproach to building value
  • Expert team of professionals from investment banking, accounting, and consulitng backgrounds to bring forth a complimentary blend of experience
  • Generalists who work with business owners/leaders who run companies of all industries/sectors from lower middle-market businesses to large Fortune 500 customers
  • Licensed broker-dealer with FINRA and the SEC
  • Vast network of both financial and strategic investor groups throughout the US and LATAM
  • Broad service offering throughout Financial Services, Capital Markerts, and Asset Management
  • True commitment to integrity, tenacity, and excellence in financial services

Company Focus

Services


Accounting & Tax Services, Banking & Finance, Management Consulting

Industries

Services

  • Accounting & Tax Services
  • Banking & Finance
  • Management Consulting

Contact

Benjamin Cohen, CFA Associate
bcohen@mckenzieaa.com

Address

208 Avenida Luis Muñoz Rivera
San Juan, PR 00918
Puerto Rico
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