Sector · Business-to-Business Services

The investment bank
for selling your
B2B services company.

Carleton McKenna & Co advises B2B services owners across professional services, business process outsourcing, staffing, logistics, tech-enabled services, and engineering services on sell-side M&A and capital advisory engagements.

Why Owners Choose Us

B2B services M&A:
recurring revenue meets
strategic value.

B2B services businesses with differentiated offerings, strong client retention, and recurring or contracted revenue command premium multiples, when represented correctly. The buyer universe spans strategic acquirers, services-focused private equity, and tech-enabled platforms. Each values different things.

We position your business for the right buyer pool, frame retention and pipeline metrics in the most credible way, and run a competitive process that surfaces the highest-quality offers.

Recurring revenue framing. Multi-year contracts, retention rates, and net revenue retention are central to buyer valuation models. We present them with rigor.
Customer cohort analysis. Where it strengthens the story, we build cohort and churn analyses that demonstrate revenue durability.
Tech-enabled positioning. Services businesses with proprietary technology or data assets often qualify for higher tech-adjacent multiples. We position accordingly.
People-business risk management. Key-person risk is a top diligence concern. We help structure transactions and earnouts to mitigate it.
Select Recent B2B Services Transactions

Track record, not
marketing claims.

01
Warehouse Anywhere
Tech-Enabled Services
Sell-Side M&A
02
AFIMAC Global
Security & Crisis Response
Sell-Side M&A
03
Millman & CBRE
Professional Services
Sell-Side M&A
04
FormFire
Tech-Enabled Services
Sell-Side M&A
05
CHAMPS
Group Purchasing Organization
Strategic Advisory
Considering selling your
services business?

Start with a confidential conversation. We will share what buyers are paying for companies like yours and what your path to closing looks like.

Speak With Us
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