Transactions Closed
Years of Experience
Transaction Value
Value Increase From Exclusivity to Close
Why CM&Co
Whether an owner is in initial conversations with their ideal buyer, or just considering what an exit might look like, we can help. With over 500 transactions successfully closed, our team at Carleton McKenna has the experience, network and resources to maximize your transaction outcome.
No business is "cookie-cutter" which is why we don't run a templatized processes — each transaction and process is custom-fit to ensure the right outcome for our clients. We focus on the details without getting stuck in the woods. As former operators and owners, we get it.
Our expertise, professionalism, and deep dive into operations, end-markets and prospective buyers outpace our competitors. We are highly skilled negotiators, capable of increasing value on behalf of our clients from first indications to exclusivity, averaging a 21%+ increase in purchase price from initial offer to exclusivity across all industries.
Proven Results
Project Surveyor
Client Profile
Leading provider of national land services, including ALTA surveys, zoning reports and real estate compliance solutions.
CM&Co was engaged to run a full-scale sell-side transaction process, with the goal of maximizing valuation and preserving the Company’s hard-earned legacy.
Process Driven Valuation Creation
Competitive bidding process with strategic and financial parties resulting in 10 IOIs.
CM&Co clearly highlighted the synergistic benefit to strategic parties of coast-to-coast licensure, professionals and national client coverage (including identifying cross-sell potential and EBITDA benefit). Providing this perspective reduced reliance on near-term results; despite an industry and company downturn, the transaction closed at a higher multiple and without delay.
Project Test
Client Profile
Testing solutions provider with customers across industries.
CM&Co was given an initial value target by the owner, based on an unsolicited bid received from a prospective purchaser. This prospective purchaser was the ideal buyer, but the valuation did not meet the owner’s expectations.
Process Driven Valuation Creation
CM&Co conducted a small but highly competitive sell-side process, pushing the pre-identified buyer’s valuation up by nearly 20%, landing the multiple above the high end of comparable transaction multiples range.
The resulting increase in value was greater than 10x CM&Co’s fee. Note: For clients where measurable, we have seen a value increase return on our fees of 3x to 10x+.
