How Much Did Carleton Advisors Raise?
Funding & Key Investors

Carleton Advisors has secured $97K in recent financing, contributing to a total funding amount of $97K. This capital infusion marks a significant milestone for the boutique investment bank, which operates at a substantial Series B/C stage of growth.

What is Carleton Advisors?

Carleton Advisors
FinanceSecurities Trading

Carleton Advisors is a specialized investment bank focused on delivering comprehensive investment banking services to middle-market enterprises. Their core offerings encompass Mergers & Acquisitions (M&A) advisory, capital advisory, and strategic advisory, meticulously tailored to the distinct requirements of clients across sectors such as healthcare, manufacturing, and business-to-business services. The firm emphasizes senior-level engagement throughout the transaction lifecycle, ensuring alignment with client objectives and maximizing value.

How much funding has Carleton Advisors raised?

Carleton Advisors has raised a total of $97K across 1 funding round:

2021

Debt

$97K

Debt (2021): $97K with participation from PPP

Key Investors in Carleton Advisors

PPP

Public-Private Partnership

What's next for Carleton Advisors?

With the recent substantial expansion capital, Carleton Advisors is poised for accelerated growth and enhanced service delivery. This strategic financing is expected to bolster their capacity to advise middle-market companies through complex M&A and capital-raising initiatives. The company's focus on senior-level attention and deep industry expertise positions it to capitalize on market opportunities and further solidify its standing as a trusted financial partner.

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Frequently Asked Questions Regarding Carleton Advisors Financial Insights

What are the most recent funding rounds that Carleton Advisors has completed, and what were the funding rounds?
Carleton Advisors has recently completed 1 funding rounds: Debt on Jan 27, 2021.
What is the total amount of funding Carleton Advisors has raised to date?
Carleton Advisors has raised a total of $97K in funding to date.
How many funding rounds has Carleton Advisors completed?
Carleton Advisors has completed 1 funding rounds.
How much funding did Carleton Advisors raise in its most recent funding round?
Carleton Advisors raised $97K in its most recent funding round.
Who are the lead investors in Carleton Advisors's latest funding round?
The lead investor in Carleton Advisors's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Carleton Advisors's history?
The largest funding round in Carleton Advisors's history was $97K.
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