Carlton Mackenzie LLC - Overview

Carlton Mackenzie LLC

Carlton Mackenzie is a registered, licensed investment banking firm located in Dallas, TX. The firm is led by two partners, Stuart Werner and Patrick Dewey, who bring a combined fifty-five years of experience in the securities industry. Their expertise enables them to effectively facilitate deal-flow and provide exceptional services to their clients.

The primary focus of Carlton Mackenzie is to provide a select group of securities services, with a strong emphasis on institutional business expansion investments and pre-IPO trading. These investment projects typically range in size from $25 to $200 million and primarily involve US-based assets and operators. However, the firm is not limited to these parameters and is open to exploring opportunities beyond the US market.

One of Carlton Mackenzie’s key objectives is to establish itself as an advisor of choice for its clients and actively participate in the US financial markets. The firm plans to initially provide investment services in the US and eventually expand its operations to international markets. Carlton Mackenzie aims to build a diversified client base, catering to corporations, financial institutions, government entities, and high net worth individuals.

At Carlton Mackenzie, a distinctive and results-driven culture is fostered, guided by strong core values. These values include prioritizing the client’s best interests, maintaining high integrity, and striving for excellence in every aspect of the business. The firm is committed to delivering exceptional service and building long-term relationships with its clients.

Overall, Carlton Mackenzie LLC is dedicated to providing top-notch investment banking services, leveraging its expertise and industry experience to deliver value to its clients.