About
At Carleton McKenna & Co. we:
- Begin with a desire for others to have extraordinary success: clients, colleagues, community;
- Choose to keep optimism, fun and positivity central to how we work, and like being around glass-half full, solutions-oriented people;
- Know that transactions are like living creatures – they need ongoing care and attention – so we provide continuous communication, work and daily senior-level attention on every engagement; and
- Believe businesses are the economic engine of our society, so we bring clarity, innovation and entrepreneurial spirit to maximize life-changing transactions.
We are always happy to discuss these core values and how they define why we are investment bankers, how we operate and what we do. In part, we know how we would want to be treated. We are business owners, managers, seasoned investors and board members – so our team has first-hand experience with the multi-layered, complex and often stressful situations businesses face when considering and executing a transition.
Carleton McKenna & Co. is an independent investment banking firm providing M&A, Capital Raising and Pre-Transition advisory services. Our experienced professionals are client-focused, entrepreneurial and hands-on, which enables us to maximize outcomes.
Our clients include middle market closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms and divisions or subsidiaries of public companies. We focus on six industry verticals: Specialty Manufacturing & Chemicals, Cybersecurity, Business-to-Business Services Consumer, Technology & SaaS, and Healthcare.
Our team is made up of finance and accounting experts, operators, C-Suite and Board professionals, lawyers, consultants, and marketers. Having these diverse experiences and skills help us drive extraordinary results for our clients. We have successfully completed hundreds of sell-side M&A and Capital Raise transactions, as well as Targeted Buy-Side and Acquisition Financing advisory engagements, equating to billions of dollars of aggregate transaction value.
