Welcome To The McLean Group

Our Team

The McLean Group’s investment bankers hail from a wide variety of backgrounds and professions. Each brings a unique skill set and knowledge base that makes the firm ideal for myriad clients.

	Dennis Roberts Dennis Roberts is Chairman of The McLean Group. Mr. Roberts has more than 35 years’ accounting and investment banking experience involving a multitude of transactions across a wide variety of industries and markets. (Full Profile)

	Andy Smith Andy Smith is a Senior Managing Director of The McLean Group and The McLean Valuation Services Group, which performs valuations for middle market public and private companies for transaction, financial reporting, stock option plan, tax and estate planning purposes. Mr. Smith has been recognized as one of the "Top 50 CPAs" in the Washington, DC area by SmartCEO Magazine. (Full Profile)

	Joe Golden Joe Golden is a Senior Managing Director of The McLean Group. He has worked with middle market businesses for the past 30 years, during which time he has been the founder, owner and president of four businesses. (Full Profile)

	Cameron Hamilton Cameron Hamilton is a Senior Managing Director of The McLean Group. He has been involved in more than 20 successful sell- and buy-side M&A and capital formation engagements. Principally, he focuses on serving clients in the federal contracting and defense technology industries. (Full Profile)

	Mitch Martin Mitch Martin is a Senior Managing Director of The McLean Group. He joined The McLean Group in 2010 with the firmÃ¢â‚¬â„¢s acquisition of Merrill Advisory Group, a middle market investment bank focused exclusively on the defense and government services industry which Mr. Martin founded in 2008. (Full Profile)

	Enrique Brito Enrique Brito is a Senior Managing Director in The McLean Group’s headquarter’s office. Mr. Brito focuses on assisting owners of privately-held, middle market businesses to measure, enhance and harvest the value in their businesses, particularly in situations involving acquisition and divestiture transactions. His primary expertise is with companies in the renewable energy, healthcare technology and wireless telecom sectors. (Full Profile)

	John Rovani John Rovani is a Managing Director in The McLean Group’s headquarters office. He brings to The McLean Group extensive corporate development and investment banking experience that spans many industries around the globe. With 24 years’ experience, Mr. Rovani has positioned, packaged, built and turned around firms while advising clients seeking to achieve growth and exit strategies. (Full Profile)

	Gene Swanzey Gene Swanzey is Chairman of The McLean Group’s Board of Advisors. His career spans 30 years’ private and public sector experience, primarily with The Chase Manhattan Banking Corporation, where he was Senior Vice President. He also founded and managed his own government relations firm, where he represented a number of clients including New York City’s prominent business community. (Full Profile)

	Tom Swanson Tom Swanson is a Managing Director in The McLean Group’s headquarters office. He specializes in emerging technology, infrastructure and biotechnology companies. He founded a consulting firm that assists early and exit stage companies facing revenue challenges. (Full Profile)

	Greg Boucher Greg Boucher is Managing Director of The McLean Group’s Baltimore, MD office. He has more than 20 years’ industry and business consulting experience. Since 2000, he has served private businesses in strategic consulting and business brokerage. (Full Profile)

	Kathleen Crow Kathleen Crow is a Managing Director in The McLean Group’s headquarters office. Prior to joining The McLean Group, Ms. Crow spent four years as principal in a Virginia-based firm focused on small and middle market M&A, where she concentrated on business services, government contracting, technology and construction industry business sectors. (Full Profile)

	Steven McNaughton Steven McNaughton is a Senior Managing Director & Partner of McLean \| Markowitz \| McNaughton, The McLean Group’s market intelligence and competitive analysis division. Mr. McNaughton has more than three decades’ acquisition search and business analysis experience. (Full Profile)

	Zane Markowitz Zane N. Markowitz is Senior Managing Director & Partner of McLean \| Markowitz \| McNaughton (M\|M\|M), The McLean Group’s market intelligence and buy–side search division. As a pioneer in market intelligence and buy–side search, Mr. Markowitz has nearly four decades of buy–side acquisition search and competitive analysis experience. (Full Profile)

	Lawrence Herbolsheimer Lawrence Herbolsheimer is a Managing Director in The McLean Group’s headquarters office. He has been active in early-stage companies as a personal investor and board member. He also has helped a wide variety of companies gain financing through individual investors and large venture organizations with which he is associated. (Full Profile)

	Steve Mooney Steve Mooney is a Managing Director in The McLean Group’s headquarters office. He specializes in investment banking services for emerging communications and information technologies companies. Mr. Mooney has more than 15 years’ senior executive experience in corporate development, treasury and finance for MCI Communications, Verizon Business and Affiliated Computer Services. (Full Profile)

	Sue Keil Sue Keil is a Managing Director in The McLean Group’s headquarters office. She specializes in commercial real estate investment services, having spent time at NorthMarq as VP at Fannie Mae. She brings with her a wealth of knowledge in the fields of M&A, corporate finance, joint venture and equity raise. (Full Profile)

	Neil Paschall Neil Paschall is Managing Director of The McLean Group’s Sacramento, CA office. He has more than 30 years’ experience, including public accounting with a Big Four firm, service as a corporate fina ) ncial executive for a Fortune 500 company where he was responsible for acquisition due diligence and valuation, and serving as CEO of a business valuation and investment banking firm. ((Full Profile)

	Kenneth Baily Kenneth Baily is Managing Director of The McLean Group’s San Diego, CA office. He has more than 25 years’ experience in financial management and professional consulting. His experience includes performing professional business valuations of small to middle market companies for purposes of ERISA, acquisitions, divestitures, estate planning, shareholder divorce and litigation support. (Full Profile)

	George Trappey George Trappey is Managing Director of The McLean Group’s Baton Rouge, LA office. He has more than 30 years’ experience working with owners of closely-held businesses. As a former tax partner in the CPA firm Broussard, Poche, Lewis & Breaux, LLP, he is expert at small business accounting, individual and business taxation, and business valuation. (Full Profile)

	Robert Turner Robert Turner is Managing Director of The McLean Group’s Cleveland, OH office. As an advisor, Mr. Turner has participated in numerous M&A transactions. A CPA, Mr. Turner was principal in charge of the business valuation/litigation support practice of a regional CPA firm in Ohio. (Full Profile)

	Charles Andrews Charles Andrews is Managing Director of The McLean Group’s Chicago, IL office. He has more than 35 years’ experience in the technology arena. For the past five years, he has focused on M&A for privately-held companies in the distribution, manufacturing and service sector. (Full Profile)

	Mark Dayman Mark Dayman is Managing Director of The McLean Group’s Atlanta, GA office. He has more than 25 years’ experience in business appraisal, strategic planning and market positioning, transactions, and litigation support, with a focus on value enhancement and exit strategy for privately-held businesses. (Full Profile)

	Shari Overstreet Shari Overstreet is Managing Director of The McLean Group’s Austin, TX office. Ms. Overstreet has more than 25 years’ financial and accounting, business valuation and M&A experience. Ms. Overstreet began her career in public accounting, working for a regional and then a national firm in both audit and tax divisions. (Full Profile)

	Ron Lague Ron Lague, Managing Director of The McLean Group’s Boston, MA office, has advised Fortune 500 and middle market clients throughout the US and Canada on a variety of M&A and financial matters in the past 20 years. Mr. Lague launched his career as a CPA with a Big Eight accounting firm before transitioning into advising middle market companies and individual investors in a regional CPA firm. (Full Profile)

	Scott Wait Scott Wait is Managing Director of The McLean Group’s Reno, NV office. Mr. Wait has more than 12 years’ accounting and financial business advisory experience and an extensive background in investment banking and related transactions. (Full Profile)

	Richard Wait Richard Wait is Managing Director of The McLean Group’s Reno, NV office. He has more than 27 years’ accounting, business appraisal and business advisory experience, including substantial experience in investment banking and related transactions. (Full Profile)

	Brian Sullivan Brian Sullivan is Managing Director of The McLean Group’s Silicon Valley, CA office. He specializes in providing advice and planning solutions regarding alternative wealth transfer strategies to closely-held business owners. He has more than 20 years’ experience in valuations and the implementation of sophisticated transfer techniques. (Full Profile)

	James Hinkle James Hinkle is Managing Director of The McLean Group’s Tulsa, OK office. He has more than 20 years’ experience working with owners of closely-held businesses. (Full Profile)

	Jeff Tice Jeff Tice is Managing Director of The McLean Group’s Phoenix, AZ office. He has more than 20 years’ experience in middle market M&A, public accounting, insurance, higher education and management. He also founded a firm to consult on M&A, capital formation, strategic planning, turnaround and exit planning, business valuation and due diligence. (Full Profile)

	Marty Raymond Marty Raymond is Managing Director of The McLean Group’s Halifax, Nova Scotia office. Mr. Raymond’s experience includes valuation of closely-held middle market firms for M&A, corporate reorganization and income tax structuring. He also advises clients on business development, taxation planning, value optimization and exit planning. (Full Profile)

	David Yuill David Yuill is Managing Director of The McLean Group’s Halifax, Nova Scotia office. He was a partner in an independent accounting firm that provides taxation and business advisory services to a variety of middle market businesses. (Full Profile)

	Mark Winfield Mark Winfield is Managing Director of The McLean Group’s Halifax, Nova Scotia office. He was a partner of an independent accounting firm that provides taxation and business advisory services to a variety of middle market businesses. (Full Profile)

	Robert Doughty Robert Doughty is Managing Director of The McLean Group’s Anchorage, AK office. His primary expertise includes reporting on the value of privately-held stock and helping shareholders achieve higher operating potential. (Full Profile)

	Stephen Findlay Stephen Findlay, Managing Director of The McLean Group’s Erie, PA office, has 31 years’ banking industry experience in Pennsylvania, Ohio and New York. In the course of his career, Mr. Findlay has facilitated more than $3 billion of public and private capital transactions - both direct and syndicated - on behalf of his clients. (Full Profile)

	Leckie Rives Leckie Rives is Managing Director of The McLean Group’s Asheville, NC office. Mr. Rives has more than 20 years’ experience in the financial services industry including time spent as a senior executive for a $2-billion-plus NYSE company and for two venture-backed startups. (Full Profile)

	Tom Benson Tom Benson is Managing Director of The McLean Group’s Buffalo, NY office. He has more than 32 years’ extensive and varied middle market M&A, public accounting, executive management and consulting experience. (Full Profile)

	Michael LaMancuso Michael LaMancuso is a Director in The McLean Group’s Buffalo, NY office. He has more than 25 years’ public accounting and management experience including 17 years as an entrepreneur. (Full Profile)

	Steve Teuscher Steve Teuscher is a Director in The McLean Group’s Buffalo, NY office. Mr. Teuscher offers 20 years’ senior financial executive experience as a change agent and strategic planner. (Full Profile)

	George Riggs George Riggs is Managing Director of one of The McLean Group’s Miami, FL offices. He has more than 20 years’ experience in technology, telecom and entertainment media. For the past 5 years, Mr. Riggs’ transaction expertise has focused on M&A for privately-held companies with enterprise values between $5 million and $150 million. (Full Profile)

	Bruce Del Conte Bruce Del Conte, Managing Director of The McLean Group’s Hartford, CT office, has more than 30 years’ experience providing M&A, business valuation, strategic business planning, litigation support and accounting services to closely-held companies and their owners in a variety of industries. (Full Profile)

	Todd Warner Todd Warner is Managing Director of The McLean Group’s Tampa, FL office. His executive career encompasses a wide variety of leadership experience in manufacturing and service entities. A proven leader with hands-on management experience, he has directed business startups, led product development programs, and developed successful marketing and sales programs in the domestic and international arenas. (Full Profile)

	David Wimberly David Wimberly is Managing Director of The McLean Group’s Tallahassee, FL office. He has more than 35 years’ M&A and accounting experience advising middle market business owners on business valuation, exit planning, investment strategies, risk management and asset protection. (Full Profile)

	William Stubbs William Stubbs is Managing Director of The McLean Group’s Lafayette, LA office. He has represented principals in more than 260 M&A transactions in such industries as: oil service and production, healthcare, timber, communications, franchises, advertising, retail, food and beverage, distribution, transportation, manufacturing, sports and hotel and hospitality facilities. (Full Profile)

	Burt Yarkin Burt Yarkin, Managing Director of The McLean Group’s San Francisco, CA office, has more than 25 years’ experience in the franchising business and extensive expertise in growing strong businesses. (Full Profile)

	Samuel Britton Sam Britton, the Managing Director of The McLean Group’s Hattiesburg, MS office, has more than 25 years’ accounting, auditing, tax and consulting experience. (Full Profile)

	Jason Fernandez Jason Fernandez is a Managing Director in The McLean Group’s Austin, TX office. He has more than 10 years’ experience in the financial services industry including banking, financial valuation consulting, private equity and entrepreneurial endeavors. (Full Profile)

	Steve Zielinski Steve Zielinski is the Managing Director at The McLean Group’s St. Louis, MO office. His 25 years’ experience as a financial professional, management consultant and investment advisor to middle market institutions and businesses have provided him a strong background in buy-side and sell-side investment banking transactions. (Full Profile)

	Brett Stacey Brett Stacey, Managing Director of The McLean Group’s Dallas, TX office, has more than 7 years experience underwriting and reporting for multilevel transactions within the technology and real estate industries. (Full Profile)

	Ron Stacey Ron Stacey, Managing Director of The McLean Group’s Dallas, TX office, has extensive experience working with world-class national and international financial services companies as well as privately-held commercial finance, manufacturing and financial advisory businesses. (Full Profile)

	Joe Loughran Joe Loughran is The McLean Group’s Engagement Support Services Director. He leads a team of analysts in providing our investment bankers nationwide with the research and marketing support they require to serve their clients on sell-side, buy-side, capital raise and other client engagements. (Full Profile)

	Eric Gins Eric Gins is The McLean Group’s Marketing Director. He has more than 10 years’ experience in advertising, strategic planning and market positioning, graphic design, and web design, with a focus on corporate positioning. Mr. Gins manages our marketing and information technology departments. (Full Profile)