Carriage Hill Inc.
Founded in 2007, Carriage Hill provides M&A advisory services covering recapitalizations, growth capital, liquidity, strategic sales, acquisition searches, financing, and shareholder conflict resolution. The firm describes its processes as customized, confidential, and focused on selecting relevant counterparties.
What stands out about Carriage Hill Inc.
Carriage Hill publicly presents itself as an independent M&A advisor for privately owned middle-market businesses and private investment groups. Its stated services include sell-side and buy-side advisory, recapitalizations, growth capital, liquidity transactions, acquisition searches, financing, and outsourced corporate-development support.[1][2][6]
What does Carriage Hill Inc. do?
Carriage Hill identifies itself as an independent M&A advisory firm founded in 2007, with a New York office at 100 Park Avenue, 16th Floor, New York, NY 10017.
The firm states that it advises privately owned middle-market companies and private investment groups. Its stated client profile includes founder-, family-, employee-, and partner-owned businesses.[1][2]
Carriage Hill publicly states that it provides comprehensive M&A advisory services, including majority and minority recapitalizations, growth capital, shareholder dividends and liquidity, sales to strategic acquirers, acquisition searches and financing, and shareholder conflict resolution.
The firm also states that it sources, negotiates, structures, and closes capital and acquisition transactions and may operate as an outsourced corporate-development team for clients pursuing acquisitions.[1][2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Carriage Hill Inc.?
An owner evaluating a sale, recapitalization, liquidity transaction, or strategic acquisition can ask Carriage Hill to define its current middle-market criteria, including any financial or transaction-size parameters not stated on the cited about page.
The owner should also clarify the proposed counterparty-selection process, the sectors and geographies currently prioritized, the professionals who would lead the engagement, the fee and termination provisions, and the legal entity and regulatory capacity under which the firm would act. The transaction archive provides examples of advisory, acquisition, growth-capital, and sale assignments, but does not consistently disclose announcement dates, values, consideration, financing terms, or advisory fees.[1][2][3][6]
What revenue, EBITDA, enterprise-value, transaction-size, or other criteria define Carriage Hill's current target middle-market client
Would the proposed process be a targeted privately negotiated process or a broader auction, and what counterparty-selection approach would be used
What size transactions and clients does Carriage Hill Inc. focus on?
Carriage Hill’s official leadership biography identifies experience across manufacturing, business services, healthcare, distribution, technology, media and telecommunications, consumer products, food, and energy.[3]
Examples identified in Carriage Hill’s official transaction archive include On-Site Stress Relieving Services acquired by Industrial Thermal Services, with Carriage Hill acting as advisor to Industrial Thermal Services; BBC Biochemical acquired by StatLab, a portfolio company of Cressey & Company; and Cognitus receiving growth capital from Haven Capital Partners.
The archive also states that Carriage Hill acted as Clock Spring’s exclusive M&A advisor and assisted with Clock Spring’s acquisitions of Advanced Valve Technologies and Citadel Technologies. Another listed example states that Carriage Hill represented Phenix Research Products in its sale to Thomas Scientific, a portfolio company of The Carlyle Group.[4][5][6]
The firm’s stated transaction work includes buy-side and sell-side M&A advisory, majority and minority recapitalizations, growth capital, shareholder liquidity, sales to strategic acquirers, acquisition searches, and acquisition financing.
Carriage Hill also states that it can support clients pursuing acquisitions as an outsourced corporate-development team.[1][2]
What does Carriage Hill Inc. publicly disclose about fees, process and engagement terms?
The cited official about page does not publish universal revenue, EBITDA, enterprise-value, transaction-size, or minimum-size thresholds for its middle-market advisory target.
The cited official homepage does not publish a universal success-fee percentage, minimum fee, tail period, termination schedule, or other standard engagement economics.
The cited official selected-transactions archive does not consistently disclose announcement dates, transaction values, buyer consideration, financing terms, or advisory fees for its listed examples.[1][2][6]
Carriage Hill describes itself as an independent M&A advisory firm offering unbiased, conflict-free advice and transaction-management services free from onerous financial-institution affiliations.
The cited official homepage does not identify a broker-dealer or investment-adviser registration number or regulator-specific firm registration status. The absence of this information on the cited official homepage does not establish the firm’s complete regulatory status.[1]
Carriage Hill states that confidentiality and discretion from process inception through closing are core priorities. It describes customized processes intended to avoid unnecessary information leakage to competitors, customers, and employees.
The firm also states that it focuses on selecting the most likely and relevant counterparties rather than necessarily running a traditional broad process.[2]
Questions to ask before hiring Carriage Hill Inc.
What revenue, EBITDA, enterprise-value, transaction-size, or other criteria define Carriage Hill's current target middle-market client?
Which sectors and geographies are current priorities for the proposed engagement?
Would the proposed process be a targeted privately negotiated process or a broader auction, and what counterparty-selection approach would be used?
Which senior professionals would lead the engagement and what responsibilities would they hold?
What are the success fee, retainer, minimum fee, tail, expense, exclusivity, and termination provisions?
Which legal entity would contract with the seller, and what broker-dealer, investment-adviser, or other regulatory registrations or affiliations apply to the contemplated services?
Which listed transactions may provide relevant examples for the owner's business, and what transaction details can be provided regarding valuation, buyer outreach, financing, and fees?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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