PROFILE Ryan P. Smith serves as the Chief Compliance Officer at Carleton McKenna Advisors, LLC. In this capacity, he is responsible for administering the firm’s compliance program and helping the firm adhere to industry standards. In addition to his role at Carleton McKenna, Ryan is the Managing Member of Ryan P. Smith Law, PLC, based…

PROFILE

PROFILE As Director of Operations, Patricia works with leadership to design and execute new processes and systems that support client and business development of the firm. Prior to joining Carleton McKenna & Company, Patricia worked in higher education as professional development and training manager at Cleveland State University, where she designed programming and created opportunities…

PROFILE Mike has over thirty years and over 50 transactions of mergers & acquisition experience both as a principal investor/owner and as a financial advisor. Since founding Cornerstone Industrial Group in 1997, Mr. Adams has acquired and managed nine (9) industrial manufacturing and services businesses. As former Chairman of Wahl Refractory Holdings, LLC and Swiss-Tech,…

PROFILE Mike de Windt brings 30 years of private equity experience investing and advising middle-market manufacturing and business service companies.  Prior to joining CM&Co, Mike was the founder and managing partner of Gates Group Advisors, LLC, a Cleveland-based consulting firm that advises closely held, middle market companies throughout North America.  GGA works with business owners…

PROFILE William “Bill” Caster is a Director at Carleton McKenna and brings over 40 years of experience in the financial services industry, working with high-net-worth individuals, families, and business owners.  He has broad experience in the areas of financial / estate planning, investment management, philanthropic planning, and business succession planning.  With Carleton McKenna, Bill is…

PROFILE Mr. Gelfand is the Managing Member of The Gelfand Group LLC (“TGG”), an independent firm that provides investment banking services to privately held, entrepreneurial companies. TGG’s experience includes advising on the sale of businesses, strategic acquisitions, business valuations, and related corporate finance matters. Since 2020, Mr. Gelfand has been a Managing Director of Carleton…

PROFILE Brandon is an Associate at Carleton McKenna & Company. His current job responsibilities include industry and sell-side flow research, as well as creation of buyers lists, pitches and other transaction documents. Before joining Carleton McKenna, Brandon worked as a Corporate Development intern at TravelCenters of America, a Cleveland-based operator of travel centers and restaurants.…

PROFILE David is an Associate at Carleton McKenna & Company. His current job responsibilities include industry and sell-side flow research, as well as creation of buyers lists, pitches and other transaction documents. Before joining Carleton McKenna, David worked as a research and investment intern at Praetorian Holdings Group, a Cleveland-based private equity firm. During his…

PROFILE Joe is an Associate at Carleton McKenna & Company. Joe works alongside the Carleton McKenna senior management team and is responsible for developing and reviewing transaction materials for M&A and capital raise opportunities, conducting financial and valuation analysis, identifying strategic and financial buyers for clients and facilitating due diligence processes. Joe is also actively…