Carleton McKenna & Co
Investment, Funds and Trusts • 
Cleveland, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 1801 East 9th, Suite 1425, Cleveland, Ohio 44114, US |
| Phone number | +12165231962 |
| Website | |
| SIC | 621 |
| Keywords | M&A Advisory, Capital Raising, Strategic Advisory, Transition Planning, Value Maximization, Transaction Optimization |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contacts at Carleton McKenna & Co
M. De Windt
Managing Director
Nora Mahoney
Managing Director
Patricia Conway Otcasek
Director Of Operations
Chuck Fenske
Director
Carleton McKenna & Co Email Formats
Carleton McKenna & Co uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Carleton McKenna & Co
We are an independent investment banking firm providing M&A, Capital Raising and Strategic Advisory services. Our experienced professionals are client-focused, entrepreneurial and hands-on, which enables us to maximize outcomes. Our clients include middle market closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms and divisions or subsidiaries of public companies. We focus on six industry verticals: Industrials & Manufacturing, Business-to-Business Services, Consumer, and Healthcare. Our team is made up of finance and accounting experts, operators, C-Suite and Board professionals, lawyers, consultants, and marketers. Having these diverse experiences and skills help us drive extraordinary results for our clients. We have successfully completed hundreds of sell-side M&A and Capital Raise transactions, as well as Targeted Buy-Side and Acquisition Financing advisory engagements, equating to billions of dollars of aggregate transaction value.
Carleton McKenna & Co revenue & valuation
| Annual revenue | $14,600,000 |
| Revenue per employee | $911,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $46,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carleton McKenna & Co has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Carleton McKenna & Co has never raised funding before.
Carleton McKenna & Co Tech Stack
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