PROFILE Joe is an Associate at Carleton McKenna & Company. Joe works alongside the Carleton McKenna senior management team and is responsible for developing and reviewing transaction materials for M&A and capital raise opportunities, conducting financial and valuation analysis, identifying strategic and financial buyers for clients and facilitating due diligence processes. Joe is also actively…

PROFILE Chuck is a Director at Carleton McKenna and is responsible for leading day-to-day transaction execution efforts with a focus on the engineering and construction industry. Chuck has advised on a variety of engagements and transaction types including valuation analyses, buyouts, and strategic M&A. Prior to joining Carleton McKenna, Mr. Fenske held positions with Pepper…

PROFILE Alexis is a Vice President at Carleton McKenna & Company. As part of Carleton McKenna’s senior management team, Alexis manages M&A and capital raise transactions, guiding clients from preparation and marketing stages through negotiation and close. As part of transaction processing, Alexis reviews and develops marketing materials, conducts financial and valuation analysis, identifies strategic…

PROFILE Nora T. Mahoney has experience with securities regulation, corporate governance, commercial litigation and broker dealer registrations. Nora is primarily responsible for the execution of capital raisings and private placement assignments across a variety of industries, as well as M&A advisory for business owners, specifically focused in B2B Services and Manufacturing. Prior to joining Carleton…

PROFILE Christopher McKenna is Managing Partner at Carleton McKenna & Company. Before joining Carleton McKenna, Chris partnered with a private equity firm to buy a Cleveland manufacturing business where he was President and CEO. Previously, Chris was the Director of Financial Analysis with the MacLean-Fogg Company in Chicago where he executed on financial transactions and…

PROFILE Paul is founder and Managing Partner of Carleton McKenna & Company.  He has more than 40 years of experience in corporate and investment banking focusing on mergers and acquisitions and capital raising activities for both private and public corporations.  Prior to establishing Carleton McKenna, Paul was founder and Senior Managing Director of Carleton, McCreary,…