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
Browse Industry Insights
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M&A ADVISORY

Specializing in providing sell-side M&A advisory services to middle market clients
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CAPITAL ADVISORY

Assisting clients with capital raising to support growth initiatives and consummate transactions
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STRATEGIC ADVISORY

Maximizing enterprise valuation and process understanding for clients who may not be ready to sell

Recent Transactions

Emerald Built Environments

Webster & Allor-Plesh

Water Safari Resort

Webster Industries

Commercial Fluid Power

CIG & Sharpe

Millman & CBRE

Paul H. Carleton
Christopher J. McKenna

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.
Meet Our Team