Who we are
Established in 2015, McKenzie & Associates, LLC is a boutique investment bank and corporate finance advisory firm.
We provide financial advisory and capital market services to middle-market companies in the United States and LATAM.
Integrity, tenacity and excellence in financial services
Snapshot of our Team
Our highly knowledgeable global team is a combination of investment bankers, financial professionals, and former CFO’s of multinational firms, leaded by our Founder & CEO, Hon. Cameron McKenzie. Our investment bankers have significant experience in running private capital markets transactions in the Americas and our CFO’s have significant experience in managing cash flow, profitability, and right-sizing balance sheets for multinational firms. We have helped numerous companies achieve and surpass their goals while keeping true to our motto: Integrity, tenacity and excellence in financial services.
What makes us unique?
We view you as Family
Our approach is to treat our clients as family members, where we take a hands-on approach to help our clients meet and exceed their expectations.
Hence every service provided is managed by professionals that are committed to your success.
We pride ourselves on finding practical solutions for complicated problems and always have your best interests in mind.
Integrated Approach
We seek to align your long-term goals with our service offering. Our ideal client is one that we can help plan, grow, and financially optimize to ensure a successful long-term relationship.
We are people-focused and have a relentless pursuit to improve our clients’ wealth, serve through our foundational ethical values, and demonstrate, through actions, our commitment to your success.