Experience


Over 25 years, our professionals have completed more than $20 billion in deal value. We have extensive experience in guiding the gamut of companies, entrepreneurs, investors, boards and families. The depth of our experience allows us to match the unique needs of our middle market clients and focus on fostering long-term, customized, solutions.

recent transactions


There is no investment banking scorecard quite like results. The professionals at CM&Co. have completed more than 350 transactions – as advisors, investors and operators we have seen and “closed the deal” from every side of the table. The tombstones below represent a select number of completed engagements. Our full range of tombstones by industry and service are available for client review on a confidential basis.