M&A Advisory Services

Carleton McKenna specializes in providing M&A Advisory services to small- to mid-cap clients, including early-stage companies, closely-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies. Our experience encompasses a broad array of industries with diverse transaction structures that are typically less than $100 million in value.

  • Our M&A transactions typically include the following services:
    • Exploring, evaluating and recommending financial and strategic alternatives
    • Generate valuation analysis
    • Assessing potential acquirors and targets
    • Developing teasers, confidential information memorandums, management presentations, and other communication or marketing documents
    • Managing due diligence, data rooms, site visits and buyer investigations
    • Negotiating and consummating transactions
    • Advising on transaction structuring, timing, pricing and potential financing terms
    • Providing fairness opinions
  • CM professionals provide advice on a full range of transactions, including:
    • Sale or divestiture
    • Management buyout
    • Leveraged buyout
    • Leveraged recapitalization
    • Acquisition
    • Merger
    • Joint venture
    • Strategic alliances