Our committed professionals come from a variety of backgrounds, including investment banking, commercial banking, business management, equity research, and valuation advisory. We have served as CEOs of private companies, are current investors in private companies, or currently serve on the Boards of notable companies, providing CM with practical insight for our clients.
Our professionals have also worked at some of the nation’s leading financial firms, including Carleton, McCreary, Holmes & Company; KeyCorp; McDonald & Company; The Harris Bank; Rodman & Renshaw; Manufacturers Hanover Trust; Security Pacific; NatCity Investments; First Tennessee National Bank; and Stout Risius Ross. Working in collaboration on engagements, Carleton McKenna brings together a unique breadth and depth of experience to drive successful outcomes. We are dedicated to providing senior-level talent and personalized attention to every engagement. Our professionals are also backed by a talented team of analysts and operating staff (not shown below).