Carleton McKenna & Co

Investment BankingOhio, United States11-50 Employees

Carleton McKenna & Co is an independent investment banking firm based in Cleveland, Ohio, offering M&A advisory, capital-raising guidance, and strategic advisory services. The firm emphasizes a client-focused, hands-on approach, drawing on a diverse team to support deal execution. Its aim is to help clients navigate complex transactions and achieve favorable outcomes.

Its client base includes middle-market closely-held businesses, multi-generational family firms, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies. The firm concentrates on industry sectors such as Industrials & Manufacturing, Business-to-Business Services, Consumer, and Healthcare. The team comprises finance and accounting experts, operators, senior executives, lawyers, consultants, and marketers, offering a broad range of perspectives to support transactions.

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