Carleton McKenna Financial Advisor Overview

Carleton McKenna FAQ


Where is Carleton McKenna headquartered?

Carleton McKenna is headquartered in Cleveland, Ohio.

When was Carleton McKenna founded?

Carleton McKenna was founded in 2001.

What sevices does Carleton McKenna offer?

Carleton McKenna offers Capital Raising, Fairness Opinions and M&A Advisory.

Carleton McKenna

Carleton McKenna Advisors, LLC

1801 E 9th St Suite1425,
Cleveland, Ohio 44114
United States
(216) 523-1962
www.carletonmckenna.com
info@carletonmckenna.com

Carleton McKenna is a Midwest US-based boutique investment banking firm serving companies in the healthcare, manufacturing, business services, and consumer sectors. The Firm specializes in mergers & acquisitions advisory, capital raising, alternative investments, divestitures, recapitalizations, and valuations. Carleton McKenna was established in 2001 and is based in Cleveland, Ohio.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) 1 - - - - - 1
Sellside (0.2/yr) - - 1 - - - 1
  2

Most Recent

Target Company Date Value Type
Sign-up to View 2022-08-24 - Safety/Security
Sign-up to View 2017-10-19 - Safety/Security
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Sector Experience

Sector # Value
Safety/Security Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
Canada Sign-up to View
United States Sign-up to View
Domestic Sign-up to View
Cross-border Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (2) Deals
Sign-up to View
1
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1