Whether a business owner is ready to exit their company, or in the early stages of succession planning, Carleton McKenna & Co drives execution of selling your business for the highest price, to the right buyer and with the right structure. We run effective processes for entrepreneurial-led, family-held and multi-generational businesses with values of $10 to $200 million ($2M to $25 million in EBITDA) looking for a 100% sale, or majority recapitalization (>50%).
Already in discussions with the ideal buyer? Just thinking about your options? Interested in a comprehensive process? We can help. We want to help! With over 500 transactions successfully closed, our team has the experience, network, and resources to maximize your valuation and optimize the fit of a transaction. And we do it for EO members with love! We love you and understand you because we also are an EO company, running on EOS, and grinding like crazy to knock the cover off the ball for our clients.
Services
1. M&A Advisory
Our experts have over four decades of M&A experience. We primarily help business owners and shareholders execute sell-side efforts, which includes selling 100% or anywhere from 51-99% (i.e. taking some chips off the table and rolling-over into the next stage). (Limited availability for helping on buy-side due to resource intensiveness).
2. Capital Raising
If you are a high-growth company looking for $5 to $50 million in debt or equity to reach your business goals, we can help find, structure, negotiate and close this capital.
3. M&A Market Test
Beginning with the end in mind, we show owners how buyers will view and value them in an M&A process. Live-fire buyer feedback clarifies what is currently possible (valuation, partner profile, structure and future role). (Limited availability)
4. Strategic Advisory
Led by seasoned private equity professionals, we provide owners with ongoing expert guidance and coaching (“PE experience without selling equity”).
Forum Presentation Topics
1. Understanding Transaction Structures to Align with Client Goals
2. Identifying Strategic Opportunities During a Recession, Regardless of Exit Timing
3. How Buyers and Sellers Perceive Risk Differently
4. What is the Importance of an Investment Bank
5. Can an Owner Afford to Sell their Business? How to Make Sure Owners Are Ready
Contacts
