About
Carleton McKenna & Co is an independent investment banking firm providing M&A and Capital Raising advisory services. We work with middle-market closely-held family businesses, ESOPs, multi-generational family businesses, portfolio companies of financial sponsor firms and divisions or subsidiaries of public companies focusing in Specialty Manufacturing & Industrials, Consumer Products, SaaS, Healthcare and B2B Services.
Our Team is made up of finance and accounting experts, entrepreneurs and operators, C-Suite and Board professionals, lawyers, consultants and marketing professionals. These diverse experiences and skills drive extraordinary results for our clients.
Why EOS
Carleton McKenna & Co is a very non-traditional investment bank. Where culture is everything, our team is our priority, and we are embarking on a path to modernize investment banking. EOS provides us a framework for transparency and accountability, while helping us build a strong team around our Core Values and Core Focus as we continue to grow.
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