Data as of Sep 29, 2026 · Based on 15 AI responses · See how Parse measures this
Carleton McKenna & Co is a Cleveland-based investment bank that provides exclusive sell-side M&A advisory, capital advisory, and strategic advisory to middle-market founders, owners, and operators, with engagements led by senior bankers and tailored, non-templated processes. The firm has closed 500+ transactions with an average price increase of around 20% and more than $3 billion in transaction value since 2020, guiding clients from initial interest to letter of intent and closing. It focuses on bespoke mandates across B2B services, construction, specialty manufacturing, industrials, and consumer sectors, helping clients secure the right buyers or financing through senior debt, subordinated financing, or equity.
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Week of Sep 21
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Boutique M&A Advisory ServicesMentioned in · last 30 days
“Carleton McKenna & Co. — independent middle-market investment bank with substantial experience in specialty manufacturing and industrials”
“Carleton McKenna & Co. — focused on founder-owned middle-market companies, including specialty manufacturing.”
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Where Carleton McKenna & Co. ranks in AI
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Excerpts where Carleton McKenna & Co. appeared in the AI's answer
Carleton McKenna & Co. — independent middle-market investment bank with substantial experience in specialty manufacturing and industrials
Carleton McKenna & Co. — focused on founder-owned middle-market companies, including specialty manufacturing.