Carleton Advisors

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

1801 E 9th St Ste 1425, Cleveland, Ohio,...

Phone Number

(216) 523-1962

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Carleton Advisors

Carleton McKenna is a boutique investment bank that specializes in providing exceptional investment banking services to middle market companies. They offer a range of services including M&A advisory, capital advisory, and strategic advisory, tailored to meet the unique needs of their clients across various industries such as healthcare, manufacturing, and business-to-business services. The firm prides itself on delivering senior-level attention throughout the deal process, ensuring that each transaction aligns with the client's goals. Their team consists of finance and accounting experts, entrepreneurs, and professionals from diverse backgrounds, all dedicated to maximizing value for their clients.Explore more
Carleton Advisors's Social MediaPopular SearchesCarleton Advisors LLCCarleton McKenna & Co LLCCarleton AdvisorsCarleton MckennaCarleton Mckenna Advisors LLCSIC Code 62,621NAICS Code 52,523Show more

Carleton Advisors Org Chart

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Controller

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Chief Compliance Officer

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NM
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Managing Director

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carleton Advisors

<$5M
11-50
Private
<$5M
2001
$6.6M
1-10
Private
-
2009
VY
Victor YangSummer Intern 2013
$6.3M
11-50
Private
<$5M
2005
Avin Dwivedy, Managing Director at Global Leveraged Capital
Avin DwivedyManaging Director
<$5M
11-50
Private
<$5M
1991
<$5M
11-50
Private
$60M
2006
Matt Plooster, President, Chief Executive Officer & Co-Founder at Bridgepoint Investment Banking
Matt PloosterPresident, CEO & Co-Founder
<$5M
1-10
Private
-
2019
GW
Gordon WattManaging Director & Co-Founder
<$5M
1-10
Private
-
2010
MA
Mike AllenFounder & Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Carleton Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carleton Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carleton Advisors.

Carleton Advisors financials insights

Gather financial insights about Carleton Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$97K

See All Carleton Advisors's Financials Insights

Carleton Advisors Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Carleton Advisors

What is Carleton Advisors's official website?
Carleton Advisors's official website is www.carletonmckenna.com
What is Carleton Advisors's Revenue?
Carleton Advisors's revenue is <$5 Million
What is Carleton Advisors's SIC code?
Carleton Advisors's SIC: 62,621
What is Carleton Advisors's NAICS code?
Carleton Advisors's NAICS: 52,523
How many employees does Carleton Advisors have?
Carleton Advisors has 11-50 employees
What industry does Carleton Advisors belong to?
Carleton Advisors is in the industry of: Finance, Securities Trading
What is Carleton Advisors competition?
Carleton Advisors top competitors include: PPAC Advisors, Ascent Advisory Partners, Bryant Park Capital, Global Leveraged Capital
What technology does Carleton Advisors use?
Some of the popular technologies that Carleton Advisors uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Carleton Advisors?
Carleton Advisors contact info: Phone number: (216) 523-1962 Website: www.carletonmckenna.com
What does Carleton Advisors do?

Carleton McKenna is a boutique investment bank that specializes in providing exceptional investment banking services to middle market companies. They offer a range of services including M&A advisory, capital advisory, and strategic advisory, tailored to meet the unique needs of their clients across various industries such as healthcare, manufacturi... ng, and business-to-business services. The firm prides itself on delivering senior-level attention throughout the deal process, ensuring that each transaction aligns with the client's goals. Their team consists of finance and accounting experts, entrepreneurs, and professionals from diverse backgrounds, all dedicated to maximizing value for their clients.Read More

What are Carleton Advisors social media links?
Carleton Advisors Linkedin page
Is Carleton Advisors a public company?
Carleton Advisors is private company therefore does not currently have an official ticker symbol
See more information about Carleton Advisors

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