About Carleton McKenna & Co

Transactions Closed

Years of Experience

+BN

Transaction Value

Value Increase From Exclusivity to Close

Why CM&Co

Whether an owner is in initial conversations with their ideal buyer, or just considering what an exit might look like, we can help. With over 500 transactions successfully closed, our team at Carleton McKenna has the experience, network and resources to maximize your transaction outcome.

No business is "cookie-cutter" which is why we don't run a templatized processes — each transaction and process is custom-fit to ensure the right outcome for our clients. We focus on the details without getting stuck in the woods. As former operators and owners, we get it.

Our expertise, professionalism, and deep dive into operations, end-markets and prospective buyers outpace our competitors. We are highly skilled negotiators, capable of increasing value on behalf of our clients from first indications to exclusivity, averaging a 21-03/0 increase in purchase price from initial offer to exclusivity across all industries.

CM&Co Values

Aggressive Execution

We know that transactions are like living creatures - they need ongoing care and attention - so we provide continuous communication, and daily senior-level attention on every engagement.

Intentional Optimism

We choose to keep optimism, fun and positivity central to how we work, and like being around glass-half full, solutions-oriented people.

Insightful Solutions

We believe businesses are the economic engine of our society, so we bring clarity, innovation and entrepreneurial spirit to maximize life-changing transactions.

Outward Focus

We begin with a desire for others to have extraordinary success: clients, colleagues, community.