What The McLean Group does

The McLean Group is a privately-held, middle-market investment bank headquartered in McLean, Virginia (8260 Greensboro Drive, Suite 350), founded in 1993 and operating for over 30 years. The firm provides three core service lines: Investment Banking / Mergers & Acquisitions (sell-side advisory, buy-side support, corporate divestitures, leveraged transactions, ESOPs, exit planning, and growth capital), Valuation Advisory (business, complex securities, ESOP, estate/gift, impairment testing, portfolio, purchase price allocation, and transaction valuations), and Financial Consulting (buy-side and sell-side due diligence, transaction advisory support, financial exit planning). Asset Valuation & Appraisals is offered as a complementary practice.

The firm does not develop proprietary technology products; its "platform" consists of senior financial professionals, disciplined financial modeling, valuation analytics, and curated buyer/capital relationships. It organizes coverage around eight dedicated industry groups: Defense, Government & Intelligence; Physical & Cyber Security; Maritime Transport & Facilities; Critical Infrastructure; Technology & Software; Facility Services; Unmanned Systems; and Public Safety. Target clients are corporate leaders, private equity investors, and government/private-sector businesses needing independent valuation, transaction advisory, or financial consulting for major financial milestones.

The business is organized as The McLean Group, LLC (Virginia-domiciled). Securities transactions are handled through a separate affiliated McLean Securities, LLC (FINRA/SIPC member). The firm is founder/management-owned with no outside PE/VC backing identified; it employs 50-60+ professionals. Revenue is generated via transaction-based fees (M&A) and professional service fees (valuation, consulting, due diligence) on a project-by-project basis. Go-to-market is enterprise field sales through direct senior engagement, supplemented by content marketing (the monthly M&A Insider Report), thought-leadership articles on technical accounting topics, and press/PR around closed transactions. Notable disclosed transactions include advising Vanteon (sale to PDW Holdings), Fuel Consulting (sale to B/Core), Rite Solutions (transaction with Arcfield), Dignari (sale to EY), Seaford Consulting (sale to Crimson Phoenix), CollabraSpace (sale to Eqlipse Technologies), and Ampsight (sale to Vibrint).

Name

The McLean Group

Legal name

The McLean Group, LLC

Website

https://mcleanllc.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

101–250 employees

Short description

The McLean Group is a privately held, middle-market investment bank in McLean, Virginia, providing M&A advisory, valuation advisory, and financial consulting services to corporate leaders, private equity investors, and government and defense-focused businesses across eight specialized industry verticals.

Ownership category

akta.pro rank

Product category

Investment Banking / Mergers & Acquisitions Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Sell-Side M&A Advisory (FSAEAGAA), Buy-Side M&A Advisory (FSAEAGAB), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Investment banking services
• Mergers acquisitions advisory
• Business valuation services
• Financial due diligence
• Defense government advisory

Headquarters

HQ city

Mclean

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. M&A Advisory Services: Sell-side and buy-side M&A advisory including Sell-Side Advisory, Buy-Side Support, Corporate Divestitures, Leveraged Transactions, Exit Strategy Plans, Employee Stock Ownership Plans (ESOP), and Growth Capital transactions.
2. Valuation Advisory Services: Business valuations, complex securities valuations, ESOP valuations, estate and gift valuations, impairment testing, portfolio valuations, purchase price allocations, tangible asset valuations, transaction opinions, and transaction valuations.
3. Financial Consulting Services: Buy-side and sell-side financial due diligence, transaction advisory support, and financial exit planning services. The firm evaluates target financial health including normalized EBITDA, working capital, net debt, and cash flow analysis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The McLean Group is a middle-market investment bank providing independent valuation advisory, financial consulting, and transaction advisory (M&A) services to corporations, private equity investors, and government and private sector businesses. Services span sell-side and buy-side M&A advisory, business and complex securities valuations, ESOP and transaction opinions, buy-side and sell-side due diligence, and court-defensible asset appraisals, delivered through eight dedicated industry groups covering defense, government, security, critical infrastructure, maritime, technology, facility services, unmanned systems, and public safety.

Product overview

The McLean Group offers a unified suite of financial advisory services organized into three core practice areas: Valuation Advisory, Financial Consulting, and Investment Banking/Mergers & Acquisitions, complemented by Asset Valuation & Appraisals. Their Valuation Advisory practice handles business valuations, complex securities valuations, ESOP valuations, estate and gift valuations, impairment testing, portfolio valuations, purchase price allocations, tangible asset valuations, transaction opinions, and transaction valuations. Financial Consulting services include buy-side and sell-side due diligence, transaction advisory support, and financial exit planning. The M&A practice provides sell-side advisory, buy-side support, corporate divestitures, leveraged transactions, ESOP transactions, exit strategy plans, and growth capital services. The firm operates across eight specialized industry groups: Defense, Government & Intelligence; Security; Critical Infrastructure; Maritime; Technology & Software; Facility Services; Unmanned Systems; and Public Safety.

Differentiator

Problem solved

Functional benefit

Products and services

• Valuation Advisory Independent valuation advisory services including business valuations, complex securities valuations, ESOP valuations, estate and gift valuations, impairment testing, portfolio valuations, purchase price allocations, tangible asset valuations, transaction opinions, and transaction valuations. Delivered to corporate leaders, private equity investors, and government and private sector businesses requiring defensible valuation opinions for transactions, financial reporting, or tax compliance.
• Financial Consulting Rigorous evaluation of client or target financial health including normalized EBITDA analysis, working capital assessment, net debt evaluation, and cash flow analysis, delivered through buy-side and sell-side due diligence, transaction advisory support, and financial exit planning. Targets corporate leaders, private equity investors, and business owners preparing for or evaluating transactions.
• Mergers & Acquisitions Advisory Comprehensive M&A advisory services including sell-side advisory, buy-side support, corporate divestitures, leveraged transactions, employee stock ownership plans (ESOP), exit strategy plans, and growth capital services. Provided to business owners, corporate leaders, and private equity investors across the firm's eight industry groups.
• Asset Valuation & Appraisals Court-defensible appraisals of machinery, equipment, and real property supporting transactions, financial reporting, and tax compliance. Served through the firm's tangible asset valuation capability within Valuation Advisory.

Quantifiable outcome

• Over 30 years of experience providing investment banking and financial services
• +1 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Houlihan Lokey: Global middle-market investment bank with leading M&A, valuation, and financial advisory practices across corporate finance and valuation services; competes with The McLean Group in middle-market M&A and valuation mandates across diversified sectors.
• Lincoln International: Middle-market M&A advisory and valuation firm with senior-led teams focused on industrials, business services, technology, and other verticals; overlaps with The McLean Group in middle-market sell-side and valuation advisory mandates.
• Stifel Investment Banking: Middle-market investment banking arm of Stifel Financial providing M&A and capital markets services; competes with McLean in mid-cap sell-side and buy-side mandates across diversified end markets.
• Baird (Global Investment Banking): Global middle-market investment bank with M&A and capital markets practices covering business services, defense, technology, and industrials; overlaps with McLean especially in middle-market M&A where Josh Butler has prior Baird experience.
• Capstone Partners: Middle-market M&A advisory firm focused on investment banking, valuation, and transaction advisory for private and family-owned businesses; aligns with The McLean Group's middle-market sell-side and valuation focus.
• Kroll: Global financial services firm offering valuation, transaction advisory, and M&A services across corporate finance and disputes; competes with The McLean Group in business valuation, transaction opinions, and financial consulting engagements.
• Alvarez & Marsal: Global professional services firm with deep transaction advisory, financial due diligence, and restructuring practices; overlaps with The McLean Group in financial consulting and transaction advisory support.
• BDO Capital Advisors: Middle-market M&A advisory practice of BDO USA providing sell-side, buy-side, and valuation services; comparable in deal size range and middle-market orientation to The McLean Group.
• Cherry Bekaert Advisory: Accounting and advisory firm with a transaction advisory, valuation, and corporate finance practice serving middle-market companies across the Mid-Atlantic and Southeast US; competing in business valuation and financial due diligence services.
• FOCUS Investment Banking: Middle-market M&A advisor providing sell-side, buy-side, and capital raising services to lower middle-market and technology-enabled businesses; comparable in mid-market size segment to The McLean Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/McLeanGroup
• LinkedInlinkedin.com/company/the-mclean-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The McLean Group