Capital Advisory
At a Glance
Carleton McKenna & Co. powers your growth with expert capital raising services, whether you're expanding, acquiring, addressing liquidity, or recapitalizing. Our capital raising experts and industry specialists leverage industry-specific insights to maximize your company's reception by creditors and investors.
Services Offered
Debt Capital
Trusted advisor to middle market companies seeking debt through recapitalizations, acquisitions and organic growth.
Equity Capital
Filling the gap for middle market, mature companies focused on growth initiatives.
Debt Capital
Carleton McKenna & Co. works closely with clients to optimize debt structures and find the best long-term institutional partners, leveraging industry expertise for maximum market receptivity. We have established relationships with institutional lenders including commercial banks, finance companies, family offices, credit opportunity funds and insurance companies. Our deep credit experience and strong relationships enable us to deliver tailored debt solutions and provide real-time insights on market terms, trends and structural alternatives.
Forms of Debt Capital
First-lien/senior secured loans
Second-/split-lien facilities
Mezzanine debt
Unitranche facilities
Asset-based loans (ABLS)
Bridge and stapled financings
Structured equity capital.
Equity Capital
We facilitate the sale of ownership stakes, including common and preferred shares, as well as convertible preferred stock and equity units. This provides companies with the necessary funds without the burden of debt repayment.
Preferred Equity Capital Offerings
Angel investors,
Venture capital,
Crowdfunding, and
Initial Public Offerings (IPOs).
Beyond capital raising, we offer continuous support to ensure that your financing strategy evolves with your business needs, helping you achieve sustainable growth and success.
