Managing Partner
CurrentWe help sell-side M&A clients maximize value and optimize structural and cultural fits. Independent and active investment banking engagement due to deep experience and senior level participation - enabling fantastic outcomes. CM&Co also helps clients with Capital Raising and Pre-Transition advisory services. CM&Co middle market client companies are owned by families, private equity and public companies. We focus on six industry verticals: Specialty Manufacturing, Business-to-Business Services, Consumer, Technology & SaaS, Healthcare and Chemicals. Securities are placed though our FINRA/SEC registered broker dealer, Carleton McKenna Advisors.