We provide our client engagements a level of knowledge, expertise and professionalism which is distinctive among middle market investment banks. The McLean Group is a national investment bank providing customized strategies for both buyers and sellers in mergers & acquisitions, and corporate finance.
INVESTMENT BANKING
Mergers & Acquisitions
Mergers & Acquisitions, divestitures and management buyouts present significant opportunities to achieve corporate, shareholder and personal goals. At The McLean Group, we help our clients realize optimal results by:
| • | Advising on strategy, suggesting alternatives as appropriate and recommending best courses of action |
| • | Analyzing operations, markets, management teams, business plans, forecasts and financials |
| • | Preparing Confidential Information Memoranda, Company Profiles and other related marketing materials |
| • | Conducting business valuations to establish a range of potential transaction values |
| • | Identifying and contacting potential acquirers/investors |
| • | Leading negotiations and structuring transactions |
| • | Assisting management during due diligence |
| • | Coordinating legal, tax and accounting matters |
| • | Helping close the deal |
Corporate Finance
The McLean Group arranges private equity, venture capital, and senior/subordinated debt transactions of $5 million to $250 million that allow our clients to pursue expansions, M&A strategies, recapitalizations, leveraged buyouts or increase shareholder liquidity.
| • | Private Equity – The McLean Group assists clients by structuring and raising equity from private equity firms and corporate investors. We continually track prospective investors’ industry sectors, investment and ownership preferences. We also develop close professional relationships with potential equity providers that enable us to identify the most suitable investors given our comprehensive understanding of our clients’ requirements. |
| • | Senior Debt – The McLean Group assists clients in raising senior debt by structuring and placing senior credit facilities with commercial banks, finance companies and senior debt funds. The McLean Group’s investment bankers prepare debt capacity analyses, private placement memoranda, and also make presentations, solicit lenders, lead negotiations and coordinate transaction closings. Our close relationships and frequent contact with lending institutions’ senior credit officers ensure that we remain aware of evolving lending parameters and risk tolerances, as well as broader market trends. |
| • | Subordinated Debt – The McLean Group raises subordinated debt for clients on a stand-alone basis or within more comprehensive capital offerings involving senior debt and/or equity. Subordinated debt often boosts debt capacity by providing more capital than most senior lenders otherwise would provide. It can be a less expensive means of raising capital and less dilutive than equity. The McLean Group’s extensive relationships with insurance companies, hedge funds and private equity funds enhance our ability to identify the most appropriate investors for our clients. |
Industry Expertise
The McLean Group has expertise across a wide spectrum of industries including the following:
| • | Information Technology |
| • | Government Contracting |
| • | Telecommunications |
| • | Business and Professional Services |
| • | Travel and Hospititality |
| • | Financial Services |
| • | Alternative Energy |
| • | Healthcare Technologies |
| • | Manufacturing |
| • | Construction and Related Industries |
OUR VALUE
Why The McLean Group?
National Presence/International Reach
Headquartered in McLean, Virginia, The McLean Group has regional offices throughout the United States. We also are a member if IMAP, a cooperative international association of 65 investment banks operating in 80 countries around the world. The McLean Group’s regional offices and international affiliations allow us to pursue national and international relationships to maximize transactions success and value for our clients.
Experienced Professionals
The McLean Group’s senior professionals have extensive corporate finance and deal execution experience. We also draw on specialized technical skills and significant prior industry and public accounting experience. The McLean Group’s investment bankers also are supported by an experienced research staff. For every corporate finance transaction, The McLean Group creates an engagement team whose members possess a demonstrable command of the necessary accounting, tax, deal execution and business experience that helps ensure optimal outcomes for our clients.
Successful and Extensive Tract Record
We have acted as a financial advisor on dozens of successful M&A transactions and capital formation assignments. As a result, much of The McLean Group’s new business is generated by referrals from former clients and our well-established network of attorneys, accounts and other transaction professionals with whom we have enjoyed successful prior experiences.
Market Awareness
Intensive, ongoing contact with multiple industry and market sectors, including international markets, combined with active relationships with a wide range of capital providers, ensure that The McLean group’s investment bankers remain abreast of the latest developments and ever-changing business conditions in the markets we serve. Our valuation practice and international clientele provide unique insights into market trends affecting our clients’ strategic transactions.
Process
Phase I
Preparation |
Phase II
Marketing |
Phase III
Evaluation |
Phase IV
Closing |
| Provide preliminary valuation range |
Contact prospective acquirers |
Schedule management |
Coordinate advisors |
| Refine objectives and parameters |
Quality interested parties |
Provide additional financial and operational information |
Conclude due diligence |
| Conduct market research and create a potential aquires list |
Solicit 1st round indications of interest |
Negotiate letters intent |
Complete closing documents |
| Draft confidential information memorandum |
Narrow the potential |
Evaluate offers and select acquirer |
Close transaction |
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