N. A. Carswell, Jr. operates a specialized Lower Middle-Market M&A Advisor, dedicated to facilitating the sale and strategic acquisition of private companies. The firm’s methodology involves actively marketing client businesses for divestiture and conducting targeted buyer searches within a strategic radius of roughly 200 miles from Louisville, KY. The firm has successfully served clients across a key regional commercial corridor, including metropolitan areas such as Nashville, Lexington, Cincinnati, Columbus (OH), Indianapolis, Evansville, and Pittsburgh, PA. This regional focus is complemented by a national presence achieved through expanded professional affiliations, enhancing the firm’s capacity for broader reach in M&A deal sourcing and execution.

N. A. Carswell, Jr. brings a distinct blend of corporate training, financial expertise, and transactional experience to his role as principal. Mr. Carswell and his wife have been residents of Louisville, KY, since 1980. He completed his undergraduate studies at The University of the South in Sewanee, Tennessee, where he majored in English and History, followed by service in the United States Marine Corps Reserve.

His foundational training includes sales and management experience with major firms such as The Procter and Gamble Distributing Co. However, his passion transitioned to the small business sector, where he has since amassed substantial M&A expertise. Mr. Carswell has completed numerous professional courses integral to transactional finance, including Valuing the Closely Held Business, Managing the Closely Held Business, and Financing the Closely Held Business. He further enhanced his valuation proficiency at Vanderbilt University’s Owen Graduate School of Management with a seminar on Valuation Methods and Techniques for the Closely Held Business. He currently holds the designations of Certified Financial Recaster and Certified Franchise Consultant.

Mr. Carswell’s transactional history is robust, marked by his involvement in arranging mergers and acquisitions for both local and national firms. His direct participation spans over 40 transactions totaling more than $75,000,000 in aggregate deal value. He has served as a consultant to closely held businesses across key sectors, including manufacturing, software development, technology, and distribution, advising owners on growth strategies and exit planning.

Beyond his direct advisory roles, Mr. Carswell has contributed to the professional community, having lectured on topics such as “Valuation of the Closely Held Business” and serving as a guest lecturer at the University of Kentucky Gatton School of Business in 2006. He has also been involved in advisory and governance roles, notably serving on the Affiliate Advisory Board of Business Brokers Network in Dallas, TX.