Case Studies

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…

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.…

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…

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…

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…

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…

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…

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…

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,…