M&A Advisory
At a Glance
With over 500 transactions successfully closed, our team at Carleton McKenna has the experience, resources, network, drive and capability to maximize your enterprise value and optimize the structural fit of your transaction.
Services Offered
Sell-side
No business is "cookie-cutter" which is why we don't run templatized processes - each transaction and process is custom-fit to ensure the best outcome.
Buy-side
We are skilled analysts, writers, creative thinkers, and negotiators, increasing client value from initial indications to exclusivity.
Designed to empower business owners to develop and execute strategic growth plans that drive scale and sustainability.
Sell-side
Carleton McKenna & Co. specializes in providing sell-side M&A advisory services to middle-market clients, including closely-held businesses, multi- generational family businesses, portfolio companies of financial sponsor firms, divisions or subsidiaries of public companies and young growth companies.
Our M&A transaction advisory services include the following:
Exploring, evaluating and recommending financial and strategic alternatives;
Generating high-level valuation analysis;
Conducting preliminary due diligence, both financial and operational;
Assessing potential acquirors and targets;
Developing teasers, confidential information memorandums, management presentations, and other communication or marketing documents as needed;
Managing due diligence, data rooms, site visits and buyer investigations;
Advising on transaction structuring, timing, pricing, documentation and potential financing terms; and
Negotiating and consummating transactions.
Buy-side
Additionally, our team has substantial experience acting as buy-side M&A advisors to large public and privately held corporations. This buy-side experience ranges from acting as a corporate development team to performing specific analyses on a single target. We are highly skilled analysts, writers, creative thinkers, transaction process managers and negotiators with competitive streaks, capable of increasing value on behalf of our clients from first indications to exclusivity.
Carleton McKenna provides advice on a full range of transaction types, including:
Acquisitions;
Mergers;
Management buyouts;
Leveraged buyouts;
Sale or divestitures;
Leveraged recapitalizations;
ESOPS
Joint ventures; and
Strategic alliances.
