Three services.
One goal: your best outcome.
Carleton McKenna & Co is a Cleveland-based middle market investment bank. Whether you are ready to sell today, need capital for growth, or are years away from a transaction, we have a program built for where you are right now.
Sell-side M&A that puts
you in control.
We specialize in sell-side M&A and majority recapitalizations for closely-held businesses, family-owned companies, financial sponsor portfolio companies, and divisions of public corporations.
No process is the same. We custom-build each engagement around your goals: maximizing headline price, preserving your team, finding the right cultural fit, or all three.
Our experience on both sides of the table, including significant buy-side work, means we understand exactly how acquirers think, what they value, and where there is room to negotiate.
The right capital,
at the right terms.
When your business requires outside capital to grow, acquire, recapitalize, or address liquidity, we source and structure the right solution from the right partners.
Our relationships span commercial banks, finance companies, credit opportunity funds, family offices, and insurance companies. We deliver real-time insight on market terms, structures, and alternatives. Not generic guidance.
Not ready to sell?
Start preparing now.
Our Strategic Advisory program is for owners who want to maximize enterprise value before going to market, whether that is one year out or five. We benchmark your business against comparable transactions, identify gaps, and build a concrete value-creation plan.
Led by professionals with private equity backgrounds, our program provides board-level guidance without requiring you to sell any equity. Fees include performance-based components. We win when you win.
is right for you?
Start with a conversation. We will listen to where you are, share our perspective, and tell you what we think the right path is. No pressure, no obligation.