At Carleton McKenna & Co. we:

  • Are driven by a desire for others to have extraordinary success… starting with our clients, but also including our colleagues and community;
  • Are committed to clear, creative thinking and to a hands-on approach in executing exceptional ideas; and
  • Are entrepreneurs who maintain a high work ethic and marry excellence with fun and optimism.

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 five industry verticals: Specialty Manufacturing & Chemicals, 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.

Do you already have a buyer? We can help.