We sell
exceptional
companies.
Carleton McKenna & Co is a Cleveland-based investment bank retained exclusively by founders, owners, and operators in the middle market who have built something worth selling. They expect an advisor who treats it that way.
Advisory built for
one purpose:
closing your deal.
Every engagement is led by senior bankers from first call to closing table. We run a focused number of mandates, and every process is custom-tailored to the client. Nothing here is templated. Our clients expect results, and we deliver them.
Exclusive sell-side representation for middle market companies. We run a disciplined, competitive process to surface the right buyer at the right price. Every engagement is custom-built for the client, not templated.
Learn More →When growth requires outside capital, we source and structure the right solution from the right partners: senior debt, subordinated financing, or equity. We know the lenders and investors who understand the middle market.
Learn More →For owners not yet ready to transact: we benchmark your business against comparable transactions, identify value gaps, and build a roadmap so that when the moment comes, the process goes in your favor.
Learn More →Trusted by founders,
families, and investors.
Carleton McKenna got us the price we were looking for. At the end of the day, I did not feel we left any money on the table.
The Carleton McKenna team was invaluable for bridging differences between the parties and was a force multiplier in getting this transaction completed.
If you don't use a professional organization like Carleton McKenna, you're going to struggle and it's going to be a long, drawn-out process. You might let a good opportunity pass by just because you didn't have the right partner.
Examples of our
proven track record.
Cleveland Electric Laboratories
TestOil (Insight Services, Inc.)
McClintock Electric, Inc.
Warehouse Anywhere
Emerald Built Environments
Malley's Candies, Inc.
Webster & Allor-Plesh
Webster Industries
AFIMAC Global
Commercial Fluid Power
Millman Land Services
Precision Component Industries
Premier Hydraulics, LLC
Service-Tech Corporation
Sharpe Engineering
FormFire
the conversation starts here.
We work with a select number of clients each year. Introductory conversations are confidential and carry no obligation. Reach out to discuss your business and your goals.