M&A Advisory

M&A Advisory Services

Carleton McKenna & Co. specializes in providing sell-side M&A advisory services to middle-market clients, including closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms, divisions or subsidiaries of public companies and young growth companies.

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 acting as a corporate development team to performing specific analyses on a single target.

Our M&A transaction advisory services typically include the following:

  • Exploring, evaluating and recommending financial and strategic alternatives;
  • Generating high-level valuation analysis;
  • Conducting preliminary due diligence, both financial and operational;
  • Assessing potential acquirors and targets;
  • Developing teasers, confidential information memorandums, management presentations, and other communication or marketing documents as needed;
  • Managing due diligence, data rooms, site visits and buyer investigations;
  • Advising on transaction structuring, timing, pricing, documentation and potential financing terms; and
  • Negotiating and consummating transactions.

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

  • Acquisitions;
  • Mergers;
  • Management buyouts;
  • Leveraged buyouts;
  • Sale or divestitures;
  • Leveraged recapitalizations;
  • ESOPs;
  • Joint ventures; and
  • Strategic alliances.

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Wherever you are in your process, we'll be there to help!