A letter to a future partner.
After nearly twenty years at KPMG and PepsiCo, I realized the change happening with AI was going to hand small businesses a completely new toolset... the kind of resources that used to be reserved for the largest companies in the world. Their size and agility would give them an edge in a market that's moving faster than most incumbents can keep up with. I started this firm because I want to help them win.
The Foundation
KPMG taught me how to walk into a company, quickly learn how the business operates, and then dig deep into details with structured frameworks. PepsiCo is where I became an operator, running small and large teams, partnering with PepsiCo Labs to scout and test emerging tech, and learning firsthand how a Fortune 50 actually adopts new technology... and often how it doesn't. Both gave me the same instinct: learn fast, find value, then build a path forward.
The Thesis
A year ago you needed engineers, months, and millions. Today you need domain expertise, weeks, and a fraction of the cost. And agents can now execute end-to-end processes that allow leveraged scale. That's not a better version of the old model. It's a new one.
The small and agile now build what only the large and slow could afford. That inversion is the whole story, and small and mid-size businesses are where it plays out first... one operator, one company, one platform at a time.
The Build
I started this firm to be on the right side of this shift. McRay Group is built for the companies that move fast enough to actually use these tools... the $5M to $50M businesses and the PE firms backing them. We show up, we build with you, and we keep you at the frontier as it moves. The model is hands-on by design. We're not handing you a deck and disappearing.
We take a small number of partnerships at a time. If this feels like your moment,