Carleton McKenna & Co is an independent, boutique investment firm in Cleveland, OH with dedicated, experienced professionals. (216) 523-1962

As an independent, boutique investment banking firm, Carleton McKenna & Co provides outstanding M & A advisory, capital raising, and valuation advisory services. The companies we work with include privately-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies, along with early growth businesses across several industries. We always commit ourselves to outperforming client expectations and the competitions. We do this by being experien...

As an independent, boutique investment banking firm, Carleton McKenna & Co provides outstanding M & A advisory, capital raising, and valuation advisory services. The companies we work with include privately-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies, along with early growth businesses across several industries. We always commit ourselves to outperforming client expectations and the competitions. We do this by being experienced, client-focused, and entrepreneurial in spirit. Our professionals come from a variety of variety of backgrounds. Collectively, we have experience with investment banking, commercial banking, business management, equity research, and valuation advisory. Some of the roles we’ve served include CEO’s of private companies, current investors in private companies, or being members on the Boards of notable companies. This provides Carleton McKenna with practical insights for our clients. Our professionals have also worked at some of the nation’s leading financial firms. Carleton McKenna & Co brings together a unique variety and depth of experience, helping us drive successful outcomes for our clients. In every engagement, we provide senior-level talent and personalized attention. Contact Carleton McKenna & Co for professional, client-focused, entrepreneurially spirited investment banking services.