Carleton McKenna & Co.

Expert investment bankers helping owners sell or recapitalize their businesses ($10M–$200M valuations; ($3M-$30M in EBITDA) for the highest price and best terms. 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.

Business Sales & Succession

How to prepare your business for sale, Understanding deal structures, Valuation fundamentals, Strategic opportunities during a recession, Building a succession plan.

When you need M&A Advisory services, or are considering selling or planning succession.

Key Contact

Nora T. Mahoney
ntm@carletonmckenna.com

“I’ve had the pleasure of working with Carleton McKenna through their sponsorship of Entrepreneurs’ Organization, and I can confidently say they are among the most professional and insightful teams I’ve worked with. Their deep understanding of founder-led businesses, coupled with a thoughtful, relationship-first approach, truly sets them apart. Whether you’re exploring growth strategies, succession, or M&A, Carleton McKenna brings a level of integrity and expertise that makes them an invaluable partner.”

Dave Moore, EO Cleveland Member