Maximizing Value, Aligning Values

A boutique investment bank delivering extraordinary results for middle market companies.

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We provide a suite of services that bridge the gap between buyer and seller

No business is "cookie-cutter" and our team works to tailor each transaction to the needs and goals of the client across multiple industries.
Manufacturing
Healthcare
B2B Services
Consumer

Our expertise is tailored to the client experience

Carleton McKenna provides senior-level attention at every step of the deal process. Our Team is made up of finance and accounting experts, entrepreneurs and operators, C-Suite and Board professionals, lawyers, consultants and marketing professionals.