Maximizing Value, Aligning Values

A boutique investment bank delivering extraordinary results for middle market companies.

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We provide a suite of services that bridge the gap between buyer and seller

No business is "cookie-cutter" and our team works to tailor each transaction to the needs and goals of the client across multiple industries.
Manufacturing
Healthcare
B2B Services
Consumer
Browse Industry Insights
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M&A ADVISORY

Specializing in providing sell-side M&A advisory services to middle market clients
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CAPITAL ADVISORY

Assisting clients with capital raising to support growth initiatives and consummate transactions
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STRATEGIC ADVISORY

Maximizing enterprise valuation and process understanding for clients who may not be ready to sell

Recent Transactions

Emerald Built Environments

Webster & Allor-Plesh

Water Safari Resort

Webster Industries

Commercial Fluid Power

CIG & Sharpe

Millman & CBRE

"Carleton McKenna & Co led our deal team with expertise, finesse and attention to execution. Chris, Nora, and Brandon consistently outpaced the process, ensuring Emerald’s culturally vital interests were heard and addressed. They navigated maximizing our economic outcome while artfully ensuring our B-Corp certified enterprise would retain its commitment to business as a force for good."

— Laura Steinbrink | Chief Sustainability Officer, Crete United

 

“The Carleton McKenna & Co team was invaluable for bridging differences between the parties and was a force multiplier in getting this transaction completed.” 

— Constantine Elefter | Private Equity Partner, MPE Partners 

 

“Since 2020, CM&Co has played a pivotal role in guiding Webster through strategic buy-side acquisitions, contributing significantly to our inorganic growth and value maximization objectives.” 

— Andrew "AJ" Felter | President & CEO, Webster Industries, Inc. 

“We engaged with CM&Co in late 2021, based on several recommendations from other professionals and they were able to set Board expectations. They did a marvelous job of managing the due diligence process, were always quick to respond to our questions and exhibited great patience to match our short time frame to get a deal done.” 

— Mark Adler | Founder & Board Chair, FormFire

“Their professionalism and insightful approach were invaluable getting to a closing with a mutually beneficial transaction structure.” 

— Michael Adams | Founder, Cornerstone Industrial Group

“CM&Co not only made this process more likely to succeed and smoother, but they also increased the value received, effectively self-funding their compensation many times over.” 

— Dan Richards | Founder & CEO, TestOil 

Our expertise is tailored to the client experience

Carleton McKenna provides senior-level attention at every step of the deal process. Our Team is made up of finance and accounting experts, entrepreneurs and operators, C-Suite and Board professionals, lawyers, consultants and marketing professionals.
Meet Our Team