Transactions

All

CIG & Sharpe

Sharpe Engineering Services, a Madison, WI-based project management and engineering solutions provider for food processing clients, was acquired by Cornerstone Industrial Group.

Millman

Millman & CBRE

Millman, a Canton, OH provider of national, full-scale land surveys and services and has been acquired by CBR (NYSE: CBRE).

Precision Component Industries

Precision Components

Precision Component, a Canton, OH precision machined specialty component manufacturer for space and aerospace applications has been acquired by Ohio Gratings.

Malley's Candies

Malley’s Candies

Malley’s Candies, a Cleveland, OH premium chocolatier and confectioner operating through owned Northeast Ohio retail stores, completed a recapitalization with Promise Holdings.

Premier Hydraulics

Premier Hydraulics

Premier Hydraulics, a Farrell, PA based value-added distributor and manufacturer of specialty fittings, valves and manifolds for industrial applications was acquired by PTR Group.

AFIMAC

AFIMAC, a Strongsville, OH-based security firm offering crisis response, investigations, and business continuity was acquired by New State Capital Partners.

Music Box Supper Club

Music Box Supper Club, a nationally recognized wedding venue and bi-level concert hall based in Cleveland, OH, received financial advisory services.

FormFire

FormFire, a Cleveland, OH SaaS and digital integrator for small business health insurance providers, was acquired by AgencyBloc, a portfolio company of Resurgens Technology Partners.

Arrowhead Industries

Arrowhead Industries, a Cleveland, OH provider of slit-metal cores for automotive weather-seal received strategic advisory services.

Business to Business
Consumer
Speciality & Manufacturing
Healthcare
M&A
Capital Raise
Strategic Advisory

Case Studies

Water Safari Resort

Carleton McKenna is currently representing a second-generation, family owned and operated water park resort. Carleton McKenna (“CM&Co”) was engaged to run a full-scale sell-side transaction process, with the goal of maximizing valuation and preserving the family’s hard-earned legacy. After a comprehensive, custom-built and accelerated marketing process, CM&Co created a competitive bidding environment between multiple strategic and financial buyers, one being…

Webster Industries & MPE Partners

In February 2024, CM&Co represented Webster Industries (“Webster”), a market-leading manufacturer of engineered class chain, sprockets and vibratory equipment for material handling and power transmission application across diverse industrial end markets, in its sale to MPE Partners. In order to facilitate a successful sale process, CM&Co strategically positioned Webster to showcase various premium valuation-driving attributes. While CM&Co assisted the company…

Commercial Fluid Power

In July 2023, Commercial Fluid Power (“CFP”) was acquired by leading international supplier of carbon and alloy mechanical tubing and fluid power products, National Tube Supply. CFP is a national, fully-integrated supplier providing finished machining, warehousing, repair and distribution services for specialty tubing and bar products related to hydraulic applications. Carleton McKenna was engaged by CFP owners to run a…

Millman National Land Services

Based in Canton, OH, Millman Surveying, Inc. (“Millman”) is a leading provider of comprehensive national land services, including ALTA and NSPS surveys, telecommunications/cell tower surveys, zoning reports and real estate compliance solutions. Carleton McKenna was engaged by Millman to run a full-scale sell-side transaction process, with the goal of maximizing valuation and preserving the Company’s hard-earned legacy. After a comprehensive,…

Precision Component

Precision Component Industries (“PCI”) was acquired by Ohio Gratings in February of 2023. Precision Component Industries operates a full-service manufacturing enterprise specializing in high precision, low volume, complex configurations. PCI maintains a longstanding reputation in the manufacturing community for its high-quality processes, talented workforce, specialized facility and highly custom capabilities. PCI serves blue chip customers across automotive, aerospace, defense, energy…

Malley’s Candies

Malley’s Candies is a manufacturer and multi-unit retailer providing specialty confectionary products across Northeast Ohio. As a regional institution for over 88 years, the Company was owned by the founding family, now in its 3rd generation. Carleton McKenna was engaged as a sell-side advisor to help the six sibling owners bring in a strategic partner to sell or recapitalize the…

Premier Hydraulics

Premier Hydraulics (“PH”) was acquired by PTR Group in December of 2022. Premier Hydraulics offers a uniquely broad range of customized, value-added manufacturing and distribution services to some of the nation’s largest industrial equipment OEMs. PH’s diverse capabilities include design, engineering, machining, shipping and receiving, final assembly, inspection, warehousing and fulfillment. Carleton McKenna was engaged by PH owners to run…

TestOil

TestOil is a Northeast Ohio based industrial testing solutions provider, focusing on oil analysis, turbine oil analysis, filter debris analysis, material identification analysis, and lubricant compatibility analysis for heavy machinery. TestOil works with customers across several industries, including energy, manufacturing, construction, chemical and consumer products. Carleton McKenna was engaged as sell-side advisor after the owner held months ofdiscussions with a…

Webster Industries & Action Vibratory

Based in Tiffin, OH, Webster Industries (“Webster”) is a leading provider of conveyor chain, sprockets, vibratory conveyors, and specialty castings. Carleton McKenna was engaged by Webster to identify and solicit potential acquisition targets based on specifications set by the Company, including product line expansion, end market expansion, and workplace culture. After an extensive search process, Webster acquired Newburg, Oregon based…

Ready to unlock success without selling equity?

Contact our experts to transform your business.