M&A Advisory

We don’t expect your company to fit a templatized process; we commit to fitting our M&A process to you. 

As our client, you can expect senior-level banker attention, creative positioning, and industry expertise at every step of your transaction experience. 

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Sell-Side/Majority Recapitalizations

Carleton McKenna focuses on providing sell-side M&A and majority recapitalization advisory services to middle-market clients, including closely-held businesses, first and multi-generational family businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies.

No business is "cookie-cutter" which is why we don't run templatized processes — each transaction and process is custom-fit to ensure the best outcome.  Every transaction at CM&Co is led by senior M&A professionals with decades of experience; we believe this expert attention is imperative for transaction success. 

Our M&A transaction advisory services include the following:

Exploring financial and strategic alternatives; 

Generating valuation analyses;

Conducting and managing due diligence at all process points;

Identifying and assessing potential acquirors and targets;

Advising on transaction structuring, timing, pricing, financing terms; and 

Staging negotiations, and consummating transactions. 
 

Buy-Side

Additionally, our team has substantial experience acting as buy-side M&A advisors to large public and privately held corporations. This buy-side experience ranges from activating buy-side strategies for in-process sell-side clients, to acting as a corporate development team to performing specific analyses on a single target.
We encourage clients to review and consider beginning pursuit of buy-side opportunities in tandem with more traditional growth paths.  

Carleton McKenna provides advice on a full range of transaction types, including:

Mergers & Acquisitions;
Sale or Divestitures;

Leveraged Buyouts & Recapitalizations; 

ESOPs & Management Buyouts; 

Internal Transitions;

Joint Ventures; and
Strategic Alliances.
 

Thinking about selling? Thinking about thinking about selling? Terrific—we can help. From self- evaluation tools to an M&A Market Test to Strategic Consulting, we have you covered.

Our Strategic Advisory offering guides owners looking to realize additional value, increase their exit multiple, or fill gaps before transition. 

Ready to unlock success without selling equity?

Contact our experts to transform your business.