The McLean Group
Industry: Investment banking company
DescriptionHeadquarters: McLean, VA Founded: 1994 Subsidiary: Mclean Securities, Llc
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The McLean Group Employees
Employee
Years
Job
Industry
Dan Russell Dan Russell's The McLean Group Experience July 2015 - Present
Job Investment Banking Intern at The McLean Group
Industry Financial Services
Experience
The McLean Group July 2015 - Present
Paroooz LLC April 2014 - Present
Northwestern Mutual June 2014 - January 2015
Washin' Wheels Mobile Detailing June 2013 - August 2014
Blue Creek Equity Partners June 2013 - December 2013
Skills
Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Investments, Disability Insurance, Retirement, Series 63, Strategic Financial...
Education
Union College 2012 — 2016
Bachelor's Degree, Economics, Junior
The McLean Group July 2015 - Present
Paroooz LLC April 2014 - Present
Northwestern Mutual June 2014 - January 2015
Washin' Wheels Mobile Detailing June 2013 - August 2014
Blue Creek Equity Partners June 2013 - December 2013
Skills
Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Investments, Disability Insurance, Retirement, Series 63, Strategic Financial...
Education
Union College 2012 — 2016
Bachelor's Degree, Economics, Junior
Josh McCall Josh McCall's The McLean Group Experience April 2014 - February 2015
Job Investment Banking Analyst at Dresner Partners
Industry Investment Banking
Experience
Dresner Partners February 2015 - Present
The McLean Group April 2014 - February 2015
IndustryPro February 2014 - April 2014
Fifth Third Bank December 2011 - February 2014
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Microsoft Excel, Business Valuation, Investment Banking, Small Business Lending, Consumer Lending, Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Cross Selling, Commercial Banking, Commercial Lending, Sales Management, Sales, Mortgage Banking, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Dresner Partners February 2015 - Present
The McLean Group April 2014 - February 2015
IndustryPro February 2014 - April 2014
Fifth Third Bank December 2011 - February 2014
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Microsoft Excel, Business Valuation, Investment Banking, Small Business Lending, Consumer Lending, Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Cross Selling, Commercial Banking, Commercial Lending, Sales Management, Sales, Mortgage Banking, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Kelley McLean Kelley McLean's The McLean Group Experience 2003 - 2007
Job Legislative Correspondent at U.S. House of Representatives
Industry International Affairs
Experience
U.S. House of Representatives April 2015 - Present
U.S. House of Representatives February 2015 - April 2015
Suzanne Scholte for Congress July 2014 - November 2014
Jubilee Campaign USA February 2013 - April 2014
ChinaAid 2008 - 2009
United States Senate January 2008 - May 2008
The McLean Group 2003 - 2007
Quests & ConQuests 1997 - 2003
Skills
Timely Decision Making, Decision Analysis, Creative Solutions, Creative Direction, Creative Services, Creative Strategy, Creative Writer, Strategic Planning, Strategic Thinking, International Relations, International Logistics, International..., International, Event Planning, Research, Collaborative Problem..., Problem Analysis, Problem Sensitivity, Flexibility, Adaptability, Communication Skills, Intercultural..., Written & Oral..., Text Editing, Technical Writing, Proposal Writing, Grant Writing, Report Writing, High Organizational..., Management Skills, Goal Oriented, Skilled Multi-tasker, Track Record Of..., Reliable, Integrity, Passion for Helping..., Passionate about work, Passion for Quality, Passion for Success, Overcome Obstacles, Web Design, Computer Proficiency, Travel, Travel Planning, Advocacy, Government Advocacy, Human Rights, Humanitarian Assistance, Mandarin, Political Communication
Education
Austin College 2009 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs and Asian Studies
U.S. House of Representatives April 2015 - Present
U.S. House of Representatives February 2015 - April 2015
Suzanne Scholte for Congress July 2014 - November 2014
Jubilee Campaign USA February 2013 - April 2014
ChinaAid 2008 - 2009
United States Senate January 2008 - May 2008
The McLean Group 2003 - 2007
Quests & ConQuests 1997 - 2003
Skills
Timely Decision Making, Decision Analysis, Creative Solutions, Creative Direction, Creative Services, Creative Strategy, Creative Writer, Strategic Planning, Strategic Thinking, International Relations, International Logistics, International..., International, Event Planning, Research, Collaborative Problem..., Problem Analysis, Problem Sensitivity, Flexibility, Adaptability, Communication Skills, Intercultural..., Written & Oral..., Text Editing, Technical Writing, Proposal Writing, Grant Writing, Report Writing, High Organizational..., Management Skills, Goal Oriented, Skilled Multi-tasker, Track Record Of..., Reliable, Integrity, Passion for Helping..., Passionate about work, Passion for Quality, Passion for Success, Overcome Obstacles, Web Design, Computer Proficiency, Travel, Travel Planning, Advocacy, Government Advocacy, Human Rights, Humanitarian Assistance, Mandarin, Political Communication
Education
Austin College 2009 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs and Asian Studies
Adam Crutchfield Adam Crutchfield's The McLean Group Experience 2007 - 2008
Job Partner at Aperture Capital Partners
Industry Investment Banking
Experience
Aperture Capital Partners April 2013 - Present
FOCUS Investment Banking September 2012 - April 2013
HighBank Advisors September 2011 - September 2012
HighBank Advisors September 2010 - September 2011
Ericksen, Krentel & LaPorte 2009 - 2010
The McLean Group 2007 - 2008
Skills
M&A Modeling, M&A Origination, Valuation, LBO, Mergers, Investment Banking, Financial Modeling, Business Valuation, Corporate Development, Private Equity, Divestitures, Corporate Finance, Due Diligence, Venture Capital, Private Placements, Mergers & Acquisitions, DCF, M&A experience, Investments, Acquisitions, Acquisition Integration, Financial Structuring, IPO, Restructuring, Capital Raising, Equity Capital Markets, Deal Sourcing, Emerging Markets, Securities, Structured Finance
Education
Hampden-Sydney College 2003 — 2007
BS, Economics and Commerce
Gonzaga College High School
Aperture Capital Partners April 2013 - Present
FOCUS Investment Banking September 2012 - April 2013
HighBank Advisors September 2011 - September 2012
HighBank Advisors September 2010 - September 2011
Ericksen, Krentel & LaPorte 2009 - 2010
The McLean Group 2007 - 2008
Skills
M&A Modeling, M&A Origination, Valuation, LBO, Mergers, Investment Banking, Financial Modeling, Business Valuation, Corporate Development, Private Equity, Divestitures, Corporate Finance, Due Diligence, Venture Capital, Private Placements, Mergers & Acquisitions, DCF, M&A experience, Investments, Acquisitions, Acquisition Integration, Financial Structuring, IPO, Restructuring, Capital Raising, Equity Capital Markets, Deal Sourcing, Emerging Markets, Securities, Structured Finance
Education
Hampden-Sydney College 2003 — 2007
BS, Economics and Commerce
Gonzaga College High School
Elizabeth Dreswick Elizabeth Dreswick's The McLean Group Experience February 2013 - February 2015
Job Executive Assistant at Evolent Health
Industry Financial Services
Experience
Evolent Health February 2015 - Present
The McLean Group February 2013 - February 2015
A.J. Dwoskin & Associates August 2012 - February 2013
Child Youth School Services, Department of the Army 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Accounting, Human Resources, Event Planning, Data Analysis, Coordinate Meetings, Executive Calendar...
Education
Penn State University 2008 — 2012
Bachelor of Science, Human Development and Family Studies, General
Evolent Health February 2015 - Present
The McLean Group February 2013 - February 2015
A.J. Dwoskin & Associates August 2012 - February 2013
Child Youth School Services, Department of the Army 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Accounting, Human Resources, Event Planning, Data Analysis, Coordinate Meetings, Executive Calendar...
Education
Penn State University 2008 — 2012
Bachelor of Science, Human Development and Family Studies, General
David Paolantonio David Paolantonio's The McLean Group Experience June 2013 - Present
Job Investment Banking Senior Analyst at The McLean Group
Industry Investment Banking
Experience
The McLean Group June 2013 - Present
The McLean Group January 2011 - June 2013
Cambridge Associates March 2010 - December 2010
The McLean Group January 2010 - April 2010
Blue Point Investment Management, LLC August 2009 - March 2010
My Virtual COO July 2009 - March 2010
Skills
Financial Modeling, Business Valuation, Research, Microsoft Office, Valuation, Mergers, Investments, Financial Reporting, Investment Banking, Mergers & Acquisitions, Portfolio Management, Private Equity, Strategy, Capital Markets, Finance, Equity Research, Analysis, Business Strategy, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, LBO, Emerging Markets, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Restructuring, M&A experience, Bloomberg, Divestitures, Capital IQ, Securities, Investment Management, Private Placements, Acquisitions, Equity Valuation, Strategic Financial..., DCF, Consulting
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelors of Science, Finance, Economics
University of Richmond 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Calvert Hall College High School 2001 — 2005
The McLean Group June 2013 - Present
The McLean Group January 2011 - June 2013
Cambridge Associates March 2010 - December 2010
The McLean Group January 2010 - April 2010
Blue Point Investment Management, LLC August 2009 - March 2010
My Virtual COO July 2009 - March 2010
Skills
Financial Modeling, Business Valuation, Research, Microsoft Office, Valuation, Mergers, Investments, Financial Reporting, Investment Banking, Mergers & Acquisitions, Portfolio Management, Private Equity, Strategy, Capital Markets, Finance, Equity Research, Analysis, Business Strategy, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, LBO, Emerging Markets, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Restructuring, M&A experience, Bloomberg, Divestitures, Capital IQ, Securities, Investment Management, Private Placements, Acquisitions, Equity Valuation, Strategic Financial..., DCF, Consulting
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelors of Science, Finance, Economics
University of Richmond 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Calvert Hall College High School 2001 — 2005
Brent Lorenz Brent Lorenz's The McLean Group Experience 2015 - Present
Job M&A Banker for IoT, Technology and Engineering Software Companies, Electrical Engineer
Industry Investment Banking
Experience
The McLean Group 2015 - Present
The McLean Group 2011 - Present
Texas Instruments 2006 - 2009
General Nutrition Centers, Inc. (GNC) 2004 - 2007
IBM Rational 2005 - 2006
Qovia (acquired by Cisco) 2004 - 2005
Trinity Convergence (acquired by Maxim and Freescale) 2003 - 2004
Wind River (acquired by Intel) 2001 - 2003
Texas Instruments, Telogy Networks (acquired by Texas Instruments) 1995 - 2001
Skills
Mergers and Acquisitions, M&A experience, Embedded Software, Finance, Semiconductors, Technology Product..., Sales, VoIP, Security, Network Security, RTOS, Software Development..., Middle Market..., Business Valuation, Telecommunications, Software Engineering, Software Sales, OMAP, ARM, MIPS, 3D visualization, Licensing, VxWorks, Android, Technical Surveillance..., ODM, IP Phone, IP Phones, Data visualization, Network Analysis, Network Troubleshooting, Product Lifecycle..., Video, Real-time Software..., Embedded Processors, Venture Capital, Raising Capital, Private Equity, Entrepreneurship, DSP, Product Management, Mergers, Operating Systems, Graphics, Accounting, Mergers & Acquisitions, Start-ups, Enterprise Software, International Business, Corporate Development
Education
Kansas State University
BS, Electrical Engineering
University of Maryland - Robert H. Smith School of Business
MBA, Concentration in Entrepreneurship
The McLean Group 2015 - Present
The McLean Group 2011 - Present
Texas Instruments 2006 - 2009
General Nutrition Centers, Inc. (GNC) 2004 - 2007
IBM Rational 2005 - 2006
Qovia (acquired by Cisco) 2004 - 2005
Trinity Convergence (acquired by Maxim and Freescale) 2003 - 2004
Wind River (acquired by Intel) 2001 - 2003
Texas Instruments, Telogy Networks (acquired by Texas Instruments) 1995 - 2001
Skills
Mergers and Acquisitions, M&A experience, Embedded Software, Finance, Semiconductors, Technology Product..., Sales, VoIP, Security, Network Security, RTOS, Software Development..., Middle Market..., Business Valuation, Telecommunications, Software Engineering, Software Sales, OMAP, ARM, MIPS, 3D visualization, Licensing, VxWorks, Android, Technical Surveillance..., ODM, IP Phone, IP Phones, Data visualization, Network Analysis, Network Troubleshooting, Product Lifecycle..., Video, Real-time Software..., Embedded Processors, Venture Capital, Raising Capital, Private Equity, Entrepreneurship, DSP, Product Management, Mergers, Operating Systems, Graphics, Accounting, Mergers & Acquisitions, Start-ups, Enterprise Software, International Business, Corporate Development
Education
Kansas State University
BS, Electrical Engineering
University of Maryland - Robert H. Smith School of Business
MBA, Concentration in Entrepreneurship
Stephen Findlay Stephen Findlay's The McLean Group Experience February 2009 - Present
Job Managing Director at The McLean Group
Industry Financial Services
Experience
The McLean Group February 2009 - Present
Findlay & Associates, LLC January 2008 - Present
US Bank August 2006 - August 2007
National City Bank March 1996 - December 2005
Skills
Divestitures, Mergers, Corporate Finance, Restructuring, Capital Formation, Investment Banking, Business Strategy, Strategic Planning, Negotiation, Business Planning, Capital Markets
Education
University of Delaware 1990 — 1992
Graduate Degree, Stonier Graduate School of Banking
Hanover College 1973 — 1977
Bachelor of Arts, Business Administration & Economics
Shaker Heights High School 1970 — 1973
The McLean Group February 2009 - Present
Findlay & Associates, LLC January 2008 - Present
US Bank August 2006 - August 2007
National City Bank March 1996 - December 2005
Skills
Divestitures, Mergers, Corporate Finance, Restructuring, Capital Formation, Investment Banking, Business Strategy, Strategic Planning, Negotiation, Business Planning, Capital Markets
Education
University of Delaware 1990 — 1992
Graduate Degree, Stonier Graduate School of Banking
Hanover College 1973 — 1977
Bachelor of Arts, Business Administration & Economics
Shaker Heights High School 1970 — 1973
Warren Schad Warren Schad's The McLean Group Experience 2005 - 2010
Job Senior Managing Director at Granite Financial Advisors, LLC
Industry Investment Banking
Experience
Granite Financial Advisors, LLC 2010 - Present
The McLean Group 2005 - 2010
InfoZen, Inc. 2001 - 2004
SystemsLink Corporation 1996 - 2000
Solomon Equities 1989 - 1994
Skills
Corporate Finance, Mergers, Investment Banking, Debt, Buy-side, Sell Side, Commercial Banking, Private Equity, Valuation, Financial Modeling, Financial Analysis, Due Diligence, M&A due diligence, Mergers & Acquisitions, Restructuring, Acquisitions, Finance, Equities, Strategy, Business Valuation, Start-ups, Corporate Development, Private Placements, LBO, M&A experience, Capital Markets, Capital, Divestitures, Emerging Markets, Financial Structuring, Leveraged Finance, Deal Sourcing, Equity Research, IPO, Venture Capital, Turn Around Management, Executive Management, Structured Finance, Capital Raising
Education
Adelphi University
BBA
Pace University - Lubin School of Business
MBA, Corporate Finance
Granite Financial Advisors, LLC 2010 - Present
The McLean Group 2005 - 2010
InfoZen, Inc. 2001 - 2004
SystemsLink Corporation 1996 - 2000
Solomon Equities 1989 - 1994
Skills
Corporate Finance, Mergers, Investment Banking, Debt, Buy-side, Sell Side, Commercial Banking, Private Equity, Valuation, Financial Modeling, Financial Analysis, Due Diligence, M&A due diligence, Mergers & Acquisitions, Restructuring, Acquisitions, Finance, Equities, Strategy, Business Valuation, Start-ups, Corporate Development, Private Placements, LBO, M&A experience, Capital Markets, Capital, Divestitures, Emerging Markets, Financial Structuring, Leveraged Finance, Deal Sourcing, Equity Research, IPO, Venture Capital, Turn Around Management, Executive Management, Structured Finance, Capital Raising
Education
Adelphi University
BBA
Pace University - Lubin School of Business
MBA, Corporate Finance
Greg Boucher, CM&AA Greg Boucher, CM&AA's The McLean Group Experience November 2006 - March 2014
Job Managing Director at Bengur Bryan & Co., Inc.
Industry Investment Banking
Experience
Bengur Bryan & Co., Inc. March 2014 - Present
XPX Maryland October 2013 - Present
Association of Corporate Growth (ACG) September 2009 - Present
The McLean Group November 2006 - March 2014
StrataSource Consulting Group, M&A, Strategic Consulting January 2001 - November 2006
Comcast December 1999 - October 2000
ATT (Falcon) Communicaitons 1996 - 1999
Cox Communications February 1994 - December 1996
Century Communications February 1992 - April 1994
Skills
Investment Banking, Mergers & Acquisitions, Mergers, Corporate Development, M&A experience, Finance, Exit Strategies, Private Equity, Strategic Planning, Strategy, Executive Management, Association Strategy, Management Consulting, Business Planning, Competitive Analysis, Valuation, Start-ups, Business Strategy, Venture Capital, Business Valuation, Management, Business Development, Investments, Divestitures, Leadership, Strategic Partnerships, Due Diligence, Emerging Markets, Joint Ventures, Financial Analysis, Acquisitions, Capital, Entrepreneurship, Marketing Strategy, Public Speaking, Financial Modeling, Corporate Finance, Sales Management, Capital Markets, P&L Management, LBO, Mergers & Acquisition, Capital Formation, Exit Planning, Business Management, Sales Management..., Private Placements, Deal Sourcing, Financial Structuring, Association Leadership
Education
Tulane University - A.B. Freeman School of Business 1995 — 1996
Masters Certificate in Business Management, Executive Development Program – Business Administration
Missouri State University 1982 — 1987
BS, Organizational Communications, Double Minor – Public Relations and Marketing
University of Missouri-Columbia 1979 — 1980
Engineering
Bengur Bryan & Co., Inc. March 2014 - Present
XPX Maryland October 2013 - Present
Association of Corporate Growth (ACG) September 2009 - Present
The McLean Group November 2006 - March 2014
StrataSource Consulting Group, M&A, Strategic Consulting January 2001 - November 2006
Comcast December 1999 - October 2000
ATT (Falcon) Communicaitons 1996 - 1999
Cox Communications February 1994 - December 1996
Century Communications February 1992 - April 1994
Skills
Investment Banking, Mergers & Acquisitions, Mergers, Corporate Development, M&A experience, Finance, Exit Strategies, Private Equity, Strategic Planning, Strategy, Executive Management, Association Strategy, Management Consulting, Business Planning, Competitive Analysis, Valuation, Start-ups, Business Strategy, Venture Capital, Business Valuation, Management, Business Development, Investments, Divestitures, Leadership, Strategic Partnerships, Due Diligence, Emerging Markets, Joint Ventures, Financial Analysis, Acquisitions, Capital, Entrepreneurship, Marketing Strategy, Public Speaking, Financial Modeling, Corporate Finance, Sales Management, Capital Markets, P&L Management, LBO, Mergers & Acquisition, Capital Formation, Exit Planning, Business Management, Sales Management..., Private Placements, Deal Sourcing, Financial Structuring, Association Leadership
Education
Tulane University - A.B. Freeman School of Business 1995 — 1996
Masters Certificate in Business Management, Executive Development Program – Business Administration
Missouri State University 1982 — 1987
BS, Organizational Communications, Double Minor – Public Relations and Marketing
University of Missouri-Columbia 1979 — 1980
Engineering
Cameron Hamilton's The McLean Group Experience 2001 - Present
Job Principal at The McLean Group
Industry Investment Banking
Experience
The McLean Group 2001 - Present
ProConIt, LLC January 2010 - Present
Atrion International 1999 - 2001
Skills
Mergers, Valuation, Corporate Development, Entrepreneurship, Private Equity, Strategy, LBO, Start-ups, Strategic Planning, Business Development, Mergers & Acquisitions, Financial Modeling, Acquisitions, Investments, Financial Analysis, Due Diligence, Joint Ventures, Analysis, Investment Banking, Venture Capital, Management Consulting, Business Strategy, Business Valuation, Corporate Finance, Divestitures, Business Analysis, Exit Strategies, Finance, M&A experience, Portfolio Management, Capital, Private Placements, Deal Sourcing, Equities, Capital Raising, Restructuring, Emerging Markets, Executive Management, Capital Markets, Angel Investing
Education
Princeton University 1995 — 1999
AB, Economics
The McLean Group 2001 - Present
ProConIt, LLC January 2010 - Present
Atrion International 1999 - 2001
Skills
Mergers, Valuation, Corporate Development, Entrepreneurship, Private Equity, Strategy, LBO, Start-ups, Strategic Planning, Business Development, Mergers & Acquisitions, Financial Modeling, Acquisitions, Investments, Financial Analysis, Due Diligence, Joint Ventures, Analysis, Investment Banking, Venture Capital, Management Consulting, Business Strategy, Business Valuation, Corporate Finance, Divestitures, Business Analysis, Exit Strategies, Finance, M&A experience, Portfolio Management, Capital, Private Placements, Deal Sourcing, Equities, Capital Raising, Restructuring, Emerging Markets, Executive Management, Capital Markets, Angel Investing
Education
Princeton University 1995 — 1999
AB, Economics
Jeff Conn Jeff Conn's The McLean Group Experience June 2010 - Present
Job
Industry Investment Banking
Experience
The McLean Group June 2010 - Present
FBR Capital Markets June 2008 - March 2010
Georgetown University August 2006 - May 2008
FBR Capital Markets June 2007 - August 2007
CGI Federal August 2000 - May 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Venture Capital, Business Strategy, Equities, Investments, Portfolio Management, Management Consulting, Business Analysis, Strategic Planning, Business Valuation, Corporate Development, Mergers & Acquisitions, M&A experience, LBO, Equity Research, Risk Management, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
William & Mary 1996 — 2000
B.A., Economics
St. Christopher's School 1992 — 1996
The McLean Group June 2010 - Present
FBR Capital Markets June 2008 - March 2010
Georgetown University August 2006 - May 2008
FBR Capital Markets June 2007 - August 2007
CGI Federal August 2000 - May 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Venture Capital, Business Strategy, Equities, Investments, Portfolio Management, Management Consulting, Business Analysis, Strategic Planning, Business Valuation, Corporate Development, Mergers & Acquisitions, M&A experience, LBO, Equity Research, Risk Management, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
William & Mary 1996 — 2000
B.A., Economics
St. Christopher's School 1992 — 1996
Dan Goldman's The McLean Group Experience July 2012 - June 2013
Job 2015 MBA Candidate at Haas School of Business
Industry Internet
Experience
Orange Chef December 2013 - August 2014
Google January 2014 - June 2014
The McLean Group July 2012 - June 2013
The McLean Group August 2011 - June 2012
The McLean Group January 2011 - August 2011
M&T Bank July 2009 - December 2010
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
Bachelor’s Degree
Orange Chef December 2013 - August 2014
Google January 2014 - June 2014
The McLean Group July 2012 - June 2013
The McLean Group August 2011 - June 2012
The McLean Group January 2011 - August 2011
M&T Bank July 2009 - December 2010
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
Bachelor’s Degree
Jared Dechowitz's The McLean Group Experience June 2012 - August 2012
Job Client Accountant
Industry Accounting
Experience
SmithBucklin June 2014 - Present
Dorel Juvenile Group January 2014 - February 2014
The Tower Companies June 2013 - August 2013
The McLean Group June 2012 - August 2012
Indiana University Bloomington August 2010 - December 2010
Hayfields Country Club May 2007 - August 2010
Woodholme Country Club May 2006 - September 2006
Skills
Microsoft Excel, Financial Modeling, Analysis, Financial Statement..., DCF Valuation, Access, Capital IQ, Microsoft Word, PowerPoint, Accounting, Mergers & Acquisitions, Due Diligence, DCF, Financial Analysis, Economics, Leadership, Investment Banking, Business Analysis, Management, Valuation, InfoBase, Microsoft Access, Microsoft Powerpoint, Yardi Property..., JDE Enterprise One
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science, Accounting
SmithBucklin June 2014 - Present
Dorel Juvenile Group January 2014 - February 2014
The Tower Companies June 2013 - August 2013
The McLean Group June 2012 - August 2012
Indiana University Bloomington August 2010 - December 2010
Hayfields Country Club May 2007 - August 2010
Woodholme Country Club May 2006 - September 2006
Skills
Microsoft Excel, Financial Modeling, Analysis, Financial Statement..., DCF Valuation, Access, Capital IQ, Microsoft Word, PowerPoint, Accounting, Mergers & Acquisitions, Due Diligence, DCF, Financial Analysis, Economics, Leadership, Investment Banking, Business Analysis, Management, Valuation, InfoBase, Microsoft Access, Microsoft Powerpoint, Yardi Property..., JDE Enterprise One
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science, Accounting
Brian Ellenberger Brian Ellenberger's The McLean Group Experience October 2012 - Present
Job Associate at The McLean Group
Industry Financial Services
Experience
The McLean Group October 2012 - Present
Madison Investment Fund October 2009 - May 2012
Goldman Sachs June 2011 - August 2011
Strategic Financial Associates June 2010 - August 2010
Skills
Bloomberg Terminal, Visual Basic, Microsoft Excel, Oracle Crystal Ball, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Word, PowerPoint, Risk Management, Business Valuation, Capital IQ, Capital Structure, Capital Markets
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
McLean High School 2004 — 2008
The McLean Group October 2012 - Present
Madison Investment Fund October 2009 - May 2012
Goldman Sachs June 2011 - August 2011
Strategic Financial Associates June 2010 - August 2010
Skills
Bloomberg Terminal, Visual Basic, Microsoft Excel, Oracle Crystal Ball, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Word, PowerPoint, Risk Management, Business Valuation, Capital IQ, Capital Structure, Capital Markets
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
McLean High School 2004 — 2008
Burt Yarkin Burt Yarkin's The McLean Group Experience May 2010 - Present
Job Managing Director at The McLean Group
Industry Investment Banking
Experience
The McLean Group May 2010 - Present
Cartridge World 2003 - 2008
Gymboree 1998 - 2003
1800flowers.com 1997 - 1998
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Franchising, Master Franchising, Retail Banking, Online Retail, Financial Advisory, Restaurants, Consumer, Specialty Retail
Education
The Evergreen State College 1977 — 1980
B.A., Political Science/Psychology
The McLean Group May 2010 - Present
Cartridge World 2003 - 2008
Gymboree 1998 - 2003
1800flowers.com 1997 - 1998
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Franchising, Master Franchising, Retail Banking, Online Retail, Financial Advisory, Restaurants, Consumer, Specialty Retail
Education
The Evergreen State College 1977 — 1980
B.A., Political Science/Psychology
Jennifer (Jackson) Diggs's The McLean Group Experience 2008 - 2009
Job Curriculum Publications Coordinator (Web) at James Madison University
Industry E-Learning
Experience
James Madison University 2012 - Present
WorldStrides 2011 - 2012
Chesterfield County Public Schools 2011 - 2012
The McLean Group 2008 - 2009
Research Now 2008 - 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Editing, Project Management, Writing, Higher Education
Education
James Madison University 2014 — 2015
Certificate in Education Technology, Instructional Design
Longwood University 2009 — 2012
Master of Arts (M.A.), English with concentration in Education and Writing, 3.8
James Madison University 2005 — 2007
Bachelor of Arts (B.A.), Technical and Scientific Communication
James Madison University 2012 - Present
WorldStrides 2011 - 2012
Chesterfield County Public Schools 2011 - 2012
The McLean Group 2008 - 2009
Research Now 2008 - 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Editing, Project Management, Writing, Higher Education
Education
James Madison University 2014 — 2015
Certificate in Education Technology, Instructional Design
Longwood University 2009 — 2012
Master of Arts (M.A.), English with concentration in Education and Writing, 3.8
James Madison University 2005 — 2007
Bachelor of Arts (B.A.), Technical and Scientific Communication
Susan Spicer Susan Spicer's The McLean Group Experience 2003 - 2004
Job Strategic Consultant at SJGordon
Industry Real Estate
Experience
SJGordon June 2011 - Present
OPX May 2008 - June 2011
Hickok Cole Architects June 2006 - December 2007
The McLean Group 2003 - 2004
Encore Capital Management 2002 - 2003
Paris Productions 2000 - 2001
Skills
Strategic Planning, Organizational Design, Financial Analysis, Change Management, Project Management, Research Design, Business Development, Commercial Design, Project Planning, Strategy, Cross-functional Team..., Business Strategy, Analysis, Mergers & Acquisitions, Budgets
Education
The George Washington University
Master of Fine Arts (MFA), Interior Design
George Mason University
Bachelor of Science (BS) with Highest Distinction, Finance
SJGordon June 2011 - Present
OPX May 2008 - June 2011
Hickok Cole Architects June 2006 - December 2007
The McLean Group 2003 - 2004
Encore Capital Management 2002 - 2003
Paris Productions 2000 - 2001
Skills
Strategic Planning, Organizational Design, Financial Analysis, Change Management, Project Management, Research Design, Business Development, Commercial Design, Project Planning, Strategy, Cross-functional Team..., Business Strategy, Analysis, Mergers & Acquisitions, Budgets
Education
The George Washington University
Master of Fine Arts (MFA), Interior Design
George Mason University
Bachelor of Science (BS) with Highest Distinction, Finance
Mary Bivens Mary Bivens's The McLean Group Experience November 2004 - August 2005
Job Executive Support Tech at U.S Small Business Administration
Industry Higher Education
Experience
The McLean Group November 2004 - August 2005
AT&T 1988 - 1993
Skills
Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, PeopleSoft, SAP, Research, Lotus Notes, Office Management
Education
University of Arkansas at Pine Bluff
The McLean Group November 2004 - August 2005
AT&T 1988 - 1993
Skills
Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, PeopleSoft, SAP, Research, Lotus Notes, Office Management
Education
University of Arkansas at Pine Bluff
Samuel Britton Samuel Britton's The McLean Group Experience January 2010 - Present
Job Managing Director, The McLean Group
Industry Investment Banking
Experience
The McLean Group January 2010 - Present
Horne LLP 2007 - 2008
Britton CPA 1989 - 2006
Skills
Business Valuation, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Financial Analysis, Accounting, Series 7, Investment Banking, Due Diligence, CPA, Forensic Accounting, Strategic Financial..., Mergers, Private Equity, Divestitures, Financial Accounting, Investments, Business Planning, Strategic Planning, Management, Business Development
Education
The University of Southern Mississippi 1982 — 1983
BSBA, Business Administration - Accounting
The University of Southern Mississippi 1976 — 1978
BSBA, Business Adminstration
JCJC Jones County Junior College 1974 — 1976
AA, Business
The McLean Group January 2010 - Present
Horne LLP 2007 - 2008
Britton CPA 1989 - 2006
Skills
Business Valuation, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Financial Analysis, Accounting, Series 7, Investment Banking, Due Diligence, CPA, Forensic Accounting, Strategic Financial..., Mergers, Private Equity, Divestitures, Financial Accounting, Investments, Business Planning, Strategic Planning, Management, Business Development
Education
The University of Southern Mississippi 1982 — 1983
BSBA, Business Administration - Accounting
The University of Southern Mississippi 1976 — 1978
BSBA, Business Adminstration
JCJC Jones County Junior College 1974 — 1976
AA, Business
Samuel Huang Samuel Huang's The McLean Group Experience August 2008 - July 2011
Job Principal Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2013 - September 2014
Deloitte May 2012 - August 2012
The McLean Group August 2008 - July 2011
RBC Capital Markets July 2007 - August 2008
Miller Brewing Company May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Capital One June 2013 - September 2014
Deloitte May 2012 - August 2012
The McLean Group August 2008 - July 2011
RBC Capital Markets July 2007 - August 2008
Miller Brewing Company May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Gordon Turnbull Gordon Turnbull's The McLean Group Experience February 2007 - August 2010
Job Software Developer, IT Consultant
Industry Information Technology and Services
Experience
Abante Intelligent Solutions Inc. May 2011 - Present
Artweb.net September 2010 - April 2011
Tidal Interactive January 2011 - February 2011
The McLean Group February 2007 - August 2010
Trilogics Technologies Inc. December 2005 - March 2007
ISI Branding - Ideographic Strategies Inc. September 2005 - October 2005
Raytheon Canada June 2005 - August 2005
Wilson Banwell Human Solutions May 2001 - March 2005
Skills
Web Applications, MySQL, jQuery, PHP, AJAX, Software Development, Drupal 7, Linux, Apache, Mobile Phone Apps, ColdFusion, ASP, Microsoft SQL Server, Oracle, Drupal
Education
Information Technology Institute 1999 — 2000
Diploma, Applied Information Technology
Carleton University 1993 — 1997
Bachelor's degree, English Literature
Abante Intelligent Solutions Inc. May 2011 - Present
Artweb.net September 2010 - April 2011
Tidal Interactive January 2011 - February 2011
The McLean Group February 2007 - August 2010
Trilogics Technologies Inc. December 2005 - March 2007
ISI Branding - Ideographic Strategies Inc. September 2005 - October 2005
Raytheon Canada June 2005 - August 2005
Wilson Banwell Human Solutions May 2001 - March 2005
Skills
Web Applications, MySQL, jQuery, PHP, AJAX, Software Development, Drupal 7, Linux, Apache, Mobile Phone Apps, ColdFusion, ASP, Microsoft SQL Server, Oracle, Drupal
Education
Information Technology Institute 1999 — 2000
Diploma, Applied Information Technology
Carleton University 1993 — 1997
Bachelor's degree, English Literature
Roger Terhune Roger Terhune's The McLean Group Experience 2006 - 2007
Job Communications support anywhere, any place, all the time
Industry Computer Networking
Experience
Globalxperts, Inc. January 2013 - Present
Globalxperts, Inc. September 2012 - December 2012
Western Computer Solutions Ltd. February 2012 - September 2012
Compugen January 2008 - February 2012
The McLean Group 2006 - 2007
Bell Canada 2002 - 2006
Bell West Inc. 2002 - 2006
Axion Internet 2000 - 2002
MicroAge 1998 - 2000
Zed Data 1988 - 1989
Skills
Cisco, UC, NMS, Unified Communications, Telecommunications, Cisco Call Manager, VoIP, Network Architecture, Cisco Technologies, Virtualization, Enterprise Mobility, Network Design, MPLS, Servers, Switches, Storage, Data Center, Cisco IOS, Network Engineering, CCNP, Managed Services, Firewalls, Integration, Wireless, SIP, VPN, Routing, Solution Selling, Security, Routers, Networking, Network Security, CCNA, VMware, Network Administration, TCP/IP, LAN-WAN, WAN, Wireless Networking, VDI, OSPF, BGP, Pre-sales, Disaster Recovery, DHCP, Cloud Computing, Active Directory, DNS, IP, System Deployment
Education
Simon Fraser University 1984 — 1986
SHSS 1979 — 1983
Globalxperts, Inc. January 2013 - Present
Globalxperts, Inc. September 2012 - December 2012
Western Computer Solutions Ltd. February 2012 - September 2012
Compugen January 2008 - February 2012
The McLean Group 2006 - 2007
Bell Canada 2002 - 2006
Bell West Inc. 2002 - 2006
Axion Internet 2000 - 2002
MicroAge 1998 - 2000
Zed Data 1988 - 1989
Skills
Cisco, UC, NMS, Unified Communications, Telecommunications, Cisco Call Manager, VoIP, Network Architecture, Cisco Technologies, Virtualization, Enterprise Mobility, Network Design, MPLS, Servers, Switches, Storage, Data Center, Cisco IOS, Network Engineering, CCNP, Managed Services, Firewalls, Integration, Wireless, SIP, VPN, Routing, Solution Selling, Security, Routers, Networking, Network Security, CCNA, VMware, Network Administration, TCP/IP, LAN-WAN, WAN, Wireless Networking, VDI, OSPF, BGP, Pre-sales, Disaster Recovery, DHCP, Cloud Computing, Active Directory, DNS, IP, System Deployment
Education
Simon Fraser University 1984 — 1986
SHSS 1979 — 1983
Jake Des Roches's The McLean Group Experience June 2011 - August 2011
Job Product Manager, ECommerce at Global Experience Specialists (GES)
Industry Sports
Experience
Global Experience Specialists (GES) June 2015 - Present
Communities In Schools of Nevada August 2013 - June 2015
Teach For America June 2013 - June 2015
Global Experience Specialists (GES) June 2014 - August 2014
IES Abroad June 2012 - May 2014
SnowSports Industries America January 2013 - January 2014
PSB Ski and Snowboard Club August 2010 - December 2012
Fairfax Swimming Pool June 2005 - August 2012
The McLean Group June 2011 - August 2011
SnowSports Industries America May 2010 - August 2010
Skills
Market Research, Editing, Research, Analysis, Microsoft Excel, Teaching, Public Speaking, Event Planning, Sales, Public Relations
Education
University of Nevada-Las Vegas 2013 — 2015
Master's Degree, Secondary Education and Teaching
Pennsylvania State University-Erie Campus 2009 — 2012
Bachelor of Science (B.S.), Business, Liberal Arts, and Science
George Mason University 2012 — 2012
Business
IES Abroad - Liberal Arts and Business 2012 — 2012
Global Experience Specialists (GES) June 2015 - Present
Communities In Schools of Nevada August 2013 - June 2015
Teach For America June 2013 - June 2015
Global Experience Specialists (GES) June 2014 - August 2014
IES Abroad June 2012 - May 2014
SnowSports Industries America January 2013 - January 2014
PSB Ski and Snowboard Club August 2010 - December 2012
Fairfax Swimming Pool June 2005 - August 2012
The McLean Group June 2011 - August 2011
SnowSports Industries America May 2010 - August 2010
Skills
Market Research, Editing, Research, Analysis, Microsoft Excel, Teaching, Public Speaking, Event Planning, Sales, Public Relations
Education
University of Nevada-Las Vegas 2013 — 2015
Master's Degree, Secondary Education and Teaching
Pennsylvania State University-Erie Campus 2009 — 2012
Bachelor of Science (B.S.), Business, Liberal Arts, and Science
George Mason University 2012 — 2012
Business
IES Abroad - Liberal Arts and Business 2012 — 2012
Jason Laurent, CFA's The McLean Group Experience January 2008 - August 2009
Job Director at Global Healthcare Advisors, LLC
Industry Investment Banking
Experience
Global Healthcare Advisors, LLC July 2015 - Present
RAPS Acquisition Holdings May 2014 - June 2015
Table the Night January 2013 - December 2014
Sheridan Healthcorp September 2013 - May 2014
Bain & Company September 2012 - December 2012
NextEra Energy October 2010 - June 2011
Snowbird Capital September 2009 - September 2010
The McLean Group January 2008 - August 2009
The McLean Group January 2007 - August 2009
Skills
Investments, Private Equity, Valuation, Strategy, Financial Modeling, Business Strategy, Investment Banking, Corporate Finance, Management Consulting, Emerging Markets, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Development, Finance, Entrepreneurship
Education
INSEAD 2011 — 2012
Master of Business Administration (MBA)
George Mason University - School of Management 2002 — 2006
BS, Finance and Accounting (Summa Cum Laude)
Global Healthcare Advisors, LLC July 2015 - Present
RAPS Acquisition Holdings May 2014 - June 2015
Table the Night January 2013 - December 2014
Sheridan Healthcorp September 2013 - May 2014
Bain & Company September 2012 - December 2012
NextEra Energy October 2010 - June 2011
Snowbird Capital September 2009 - September 2010
The McLean Group January 2008 - August 2009
The McLean Group January 2007 - August 2009
Skills
Investments, Private Equity, Valuation, Strategy, Financial Modeling, Business Strategy, Investment Banking, Corporate Finance, Management Consulting, Emerging Markets, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Development, Finance, Entrepreneurship
Education
INSEAD 2011 — 2012
Master of Business Administration (MBA)
George Mason University - School of Management 2002 — 2006
BS, Finance and Accounting (Summa Cum Laude)
Mark Veevers-Carter's The McLean Group Experience May 2011 - July 2011
Job Analyst at Triangle Capital Group, LLC
Industry Real Estate
Experience
Triangle Capital Group, LLC April 2015 - Present
Acadia Realty Trust March 2014 - April 2015
Bank of America June 2013 - February 2014
General Dynamics Information Technology June 2012 - August 2012
The McLean Group May 2011 - July 2011
Georgetown Cupcake March 2009 - January 2011
Floresteca July 2008 - August 2008
City Scope June 2007 - July 2007
Skills
Public Speaking, Financial Modeling, Financial Analysis, Credit Analysis, Microsoft Office, Tax Credits, Community Development, Sales, Social Media
Education
Vanderbilt University 2010 — 2013
Bachelor of the Arts, Economics, Human Organizational Development, Financial Economics
University of Miami 2009 — 2010
Economics, Business Law, Marketing
Georgetown Day School, Washington D.C.
London School of Economics
Triangle Capital Group, LLC April 2015 - Present
Acadia Realty Trust March 2014 - April 2015
Bank of America June 2013 - February 2014
General Dynamics Information Technology June 2012 - August 2012
The McLean Group May 2011 - July 2011
Georgetown Cupcake March 2009 - January 2011
Floresteca July 2008 - August 2008
City Scope June 2007 - July 2007
Skills
Public Speaking, Financial Modeling, Financial Analysis, Credit Analysis, Microsoft Office, Tax Credits, Community Development, Sales, Social Media
Education
Vanderbilt University 2010 — 2013
Bachelor of the Arts, Economics, Human Organizational Development, Financial Economics
University of Miami 2009 — 2010
Economics, Business Law, Marketing
Georgetown Day School, Washington D.C.
London School of Economics
William Schaffer's The McLean Group Experience April 2012 - September 2015
Job Corporate Finance
Industry Investment Banking
Experience
KPMG UK October 2015 - Present
The McLean Group April 2012 - September 2015
Center for Strategic and International Studies June 2010 - April 2012
Wilton Brands September 2009 - June 2010
Gas-Union GmbH June 2009 - July 2009
Hitachi Data Systems July 2008 - August 2008
Skills
Strategy, Data Analysis, Policy Analysis, Research, International Relations, Financial Modeling, Leadership, National Security, Mergers & Acquisitions, Analysis, Aerospace Industries, Government Contracting, Due Diligence, Valuation, Investment Banking, Financial Analysis
Education
Princeton University 2005 — 2009
AB, History, German
KPMG UK October 2015 - Present
The McLean Group April 2012 - September 2015
Center for Strategic and International Studies June 2010 - April 2012
Wilton Brands September 2009 - June 2010
Gas-Union GmbH June 2009 - July 2009
Hitachi Data Systems July 2008 - August 2008
Skills
Strategy, Data Analysis, Policy Analysis, Research, International Relations, Financial Modeling, Leadership, National Security, Mergers & Acquisitions, Analysis, Aerospace Industries, Government Contracting, Due Diligence, Valuation, Investment Banking, Financial Analysis
Education
Princeton University 2005 — 2009
AB, History, German
Barbara Papas Barbara Papas's The McLean Group Experience September 2014 - Present
Job Managing Director at The McLean Group
Industry Investment Banking
Experience
The McLean Group September 2014 - Present
Independent Consultant March 2013 - September 2014
Texas Instruments 2005 - 2013
Texas Instruments 1990 - 2005
Skills
Mergers & Acquisitions, Strategy, Divestitures, Corporate Development, Business Development, Mergers, Acquisitions, Due Diligence, Investments, Management, Leadership, Equities, Internal Controls, Product Marketing, Start-ups, Licensing, Negotiation, Outsourcing, International Business, Business Strategy, Microsoft Office, Certified Public..., Certified Management..., Financial Analysis, Valuation
Education
University of Michigan
MBA
The Johns Hopkins University
Bachelor of Arts (B.A.)
The McLean Group September 2014 - Present
Independent Consultant March 2013 - September 2014
Texas Instruments 2005 - 2013
Texas Instruments 1990 - 2005
Skills
Mergers & Acquisitions, Strategy, Divestitures, Corporate Development, Business Development, Mergers, Acquisitions, Due Diligence, Investments, Management, Leadership, Equities, Internal Controls, Product Marketing, Start-ups, Licensing, Negotiation, Outsourcing, International Business, Business Strategy, Microsoft Office, Certified Public..., Certified Management..., Financial Analysis, Valuation
Education
University of Michigan
MBA
The Johns Hopkins University
Bachelor of Arts (B.A.)
Ken Lozano's The McLean Group Experience December 2012 - Present
Job CPA l CFP® l E.K. Lozano & Co., Director The McLean Group
Industry Accounting
Experience
E.K. Lozano & Company, LLC 1997 - Present
The McLean Group December 2012 - Present
New Orleans Based Regional Accounting Firm 1991 - 1997
Deloitte & Touche Tax Technologies 1986 - 1991
Coopers & Lybrand Consulting 1982 - 1986
Stone Petroleum Corporation 1979 - 1982
Peat Marwick 1976 - 1979
Skills
Oil & Gas Accounting, Oil & Gas Taxation, Certified Financial..., Accounting, Financial Statement..., Due Diligence Reviews, Tax, Financial Reporting, QuickBooks, Income Tax, Investment Banking, Real Estate Taxation, Oil & Gas Industry, Tax Analysis, New Client Acquisitions, Financial Statements, Budget Analysis, Estate Planning, Mutual Funds, Life Insurance, Annuities, Life Insurance..., CPA, Due Diligence
Education
University of New Orleans 1986 — 1987
Graduate Accounting Studies, Accounting
Southeastern Louisiana University 1975 — 1976
B.S. Accounting, Accounting
E.K. Lozano & Company, LLC 1997 - Present
The McLean Group December 2012 - Present
New Orleans Based Regional Accounting Firm 1991 - 1997
Deloitte & Touche Tax Technologies 1986 - 1991
Coopers & Lybrand Consulting 1982 - 1986
Stone Petroleum Corporation 1979 - 1982
Peat Marwick 1976 - 1979
Skills
Oil & Gas Accounting, Oil & Gas Taxation, Certified Financial..., Accounting, Financial Statement..., Due Diligence Reviews, Tax, Financial Reporting, QuickBooks, Income Tax, Investment Banking, Real Estate Taxation, Oil & Gas Industry, Tax Analysis, New Client Acquisitions, Financial Statements, Budget Analysis, Estate Planning, Mutual Funds, Life Insurance, Annuities, Life Insurance..., CPA, Due Diligence
Education
University of New Orleans 1986 — 1987
Graduate Accounting Studies, Accounting
Southeastern Louisiana University 1975 — 1976
B.S. Accounting, Accounting
Rick Leggee Rick Leggee's The McLean Group Experience June 2013 - March 2014
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - Present
The McLean Group June 2013 - March 2014
Geo Strategy Partners September 2012 - June 2013
Mazzone & Associates January 2012 - July 2012
Skills
Financial Modeling, Valuation, Business Valuation, Mergers & Acquisitions, Due Diligence, Data Analysis, Websites, Corporate Finance, Microsoft Excel, Modeling, Equity Valuation, Investment Banking, M&A experience, Financial Analysis, Mergers, Finance, Statistics, DCF, Bloomberg, LBO
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Auburn University 2007 — 2009
McIntosh High School
Houlihan Lokey June 2014 - Present
The McLean Group June 2013 - March 2014
Geo Strategy Partners September 2012 - June 2013
Mazzone & Associates January 2012 - July 2012
Skills
Financial Modeling, Valuation, Business Valuation, Mergers & Acquisitions, Due Diligence, Data Analysis, Websites, Corporate Finance, Microsoft Excel, Modeling, Equity Valuation, Investment Banking, M&A experience, Financial Analysis, Mergers, Finance, Statistics, DCF, Bloomberg, LBO
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Auburn University 2007 — 2009
McIntosh High School
Scott Kendrick's The McLean Group Experience April 2015 - Present
Job Associate at The McLean Group
Industry Investment Banking
Experience
The McLean Group April 2015 - Present
OceanBridge Partners November 2012 - March 2015
Goldman Sachs July 2006 - November 2012
Skills
Private Equity, Investment Banking, Alternative Investments, Hedge Funds, Due Diligence, Financial Modeling, Investments, Valuation, Asset Management, Equities, Mergers & Acquisitions, LBO, Capital Markets, Corporate Finance, Financial Analysis, Venture Capital, Business Valuation
Education
Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.), Finance, Legal Studies
The McLean Group April 2015 - Present
OceanBridge Partners November 2012 - March 2015
Goldman Sachs July 2006 - November 2012
Skills
Private Equity, Investment Banking, Alternative Investments, Hedge Funds, Due Diligence, Financial Modeling, Investments, Valuation, Asset Management, Equities, Mergers & Acquisitions, LBO, Capital Markets, Corporate Finance, Financial Analysis, Venture Capital, Business Valuation
Education
Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.), Finance, Legal Studies
Richard Harrison Richard Harrison's The McLean Group Experience April 2013 - April 2015
Job Strategy and Business Development Associate at INVISTA
Industry Chemicals
Experience
INVISTA April 2015 - Present
The McLean Group April 2013 - April 2015
Fortress Group, Inc. September 2012 - August 2013
Skills
Financial Modeling, Microsoft Office, Mergers & Acquisitions, Investment Banking, Investments, VBA, QuickBooks, Business Valuation, Valuation, Corporate Finance, Strategy, Microsoft Excel, Financial Analysis, Finance, Due Diligence, PowerPoint
Education
Georgia Institute of Technology
Master of Science (MS), Economics
Georgia Institute of Technology
Bachelor of Science (BS), Building Construction, Economics
INVISTA April 2015 - Present
The McLean Group April 2013 - April 2015
Fortress Group, Inc. September 2012 - August 2013
Skills
Financial Modeling, Microsoft Office, Mergers & Acquisitions, Investment Banking, Investments, VBA, QuickBooks, Business Valuation, Valuation, Corporate Finance, Strategy, Microsoft Excel, Financial Analysis, Finance, Due Diligence, PowerPoint
Education
Georgia Institute of Technology
Master of Science (MS), Economics
Georgia Institute of Technology
Bachelor of Science (BS), Building Construction, Economics
Gerren Fung's The McLean Group Experience October 2013 - Present
Job Investment Banking Analyst at The McLean Group
Industry Investment Banking
Experience
The McLean Group October 2013 - Present
Premier healthcare alliance September 2012 - October 2013
KPMG US February 2011 - July 2012
Stone & Youngberg May 2009 - August 2010
Fiesta Bowl December 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science (B.S.), Business Administration
University of Arizona 2006 — 2008
The McLean Group October 2013 - Present
Premier healthcare alliance September 2012 - October 2013
KPMG US February 2011 - July 2012
Stone & Youngberg May 2009 - August 2010
Fiesta Bowl December 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science (B.S.), Business Administration
University of Arizona 2006 — 2008
Brandon Coffey Brandon Coffey's The McLean Group Experience May 2009 - July 2009
Job Investment Banking Associate at Fidus Partners
Industry Investment Banking
Experience
Fidus Partners April 2015 - Present
U.S. Bank March 2013 - April 2015
Bank of America August 2012 - March 2013
Kaseya August 2009 - August 2012
The McLean Group May 2009 - July 2009
LEON, MAYER & Co. January 2009 - April 2009
Goldman Sachs May 2008 - August 2008
Skills
Bloomberg, Capital IQ, SNL Financial, Capital Markets, Investment Banking, Financial Modeling, Mergers & Acquisitions, Fixed Income, Investments, Financial Analysis, Financial Reporting, Valuation, Financial Accounting, Derivatives, Due Diligence, Forecasting, Financial Research, Pro Forma Development, Financial Statement..., Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
MBA, Concentration in Finance
University of Maryland - Robert H. Smith School of Business 2009 — 2010
Masters of Science, Accounting
University of Miami - School of Business 2006 — 2008
Business Administration, Dual Degree: Finance and Marketing
Fidus Partners April 2015 - Present
U.S. Bank March 2013 - April 2015
Bank of America August 2012 - March 2013
Kaseya August 2009 - August 2012
The McLean Group May 2009 - July 2009
LEON, MAYER & Co. January 2009 - April 2009
Goldman Sachs May 2008 - August 2008
Skills
Bloomberg, Capital IQ, SNL Financial, Capital Markets, Investment Banking, Financial Modeling, Mergers & Acquisitions, Fixed Income, Investments, Financial Analysis, Financial Reporting, Valuation, Financial Accounting, Derivatives, Due Diligence, Forecasting, Financial Research, Pro Forma Development, Financial Statement..., Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
MBA, Concentration in Finance
University of Maryland - Robert H. Smith School of Business 2009 — 2010
Masters of Science, Accounting
University of Miami - School of Business 2006 — 2008
Business Administration, Dual Degree: Finance and Marketing
Bruce Del Conte Bruce Del Conte's The McLean Group Experience
Job Managing Director at McLean Group
Industry Investment Banking
Experience
The McLean Group
Education
University of Hartford 1976 — 1979
Bachelor of Science, Accounting
The McLean Group
Education
University of Hartford 1976 — 1979
Bachelor of Science, Accounting
Noah Feinstone, CFA Noah Feinstone, CFA's The McLean Group Experience September 2009 - July 2010
Job Experienced Finance Professional
Industry Investment Banking
Experience
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Eric Gins Eric Gins's The McLean Group Experience April 2006 - Present
Job Vice President of Operations
Industry Investment Banking
Experience
The McLean Group April 2006 - Present
MMIBA January 2010 - February 2014
The CAMMAY Group 2003 - 2006
MarketPro Shows 2002 - 2003
Decision Basis Group 2000 - 2002
Skills
Mergers, Divestitures, Venture Capital, Due Diligence, Corporate Development, Business Valuation, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, M&A experience, Capital Markets, Private Equity, Executive Management, Business Strategy, Corporate Finance, Business Planning, Portfolio Management, Competitive Analysis, Acquisition Integration, Managerial Finance, Strategic Partnerships, Investment Banking, Investments, Acquisitions, Strategic Financial..., Emerging Markets, Financial Analysis, Equities, Management Consulting, International Business
Education
University of Mary Washington 1997 — 2000
BS, Business Administration
Bullis
Bullis
The McLean Group April 2006 - Present
MMIBA January 2010 - February 2014
The CAMMAY Group 2003 - 2006
MarketPro Shows 2002 - 2003
Decision Basis Group 2000 - 2002
Skills
Mergers, Divestitures, Venture Capital, Due Diligence, Corporate Development, Business Valuation, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, M&A experience, Capital Markets, Private Equity, Executive Management, Business Strategy, Corporate Finance, Business Planning, Portfolio Management, Competitive Analysis, Acquisition Integration, Managerial Finance, Strategic Partnerships, Investment Banking, Investments, Acquisitions, Strategic Financial..., Emerging Markets, Financial Analysis, Equities, Management Consulting, International Business
Education
University of Mary Washington 1997 — 2000
BS, Business Administration
Bullis
Bullis
Mitchell Martin's The McLean Group Experience April 2010 - Present
Job Principal at The McLean Group
Industry Banking
Satyajeet Iyer's The McLean Group Experience July 2007 - February 2008
Job '08 Finance MBA Graduate Goizueta B School
Industry Investment Banking
Experience
The McLean Group July 2007 - February 2008
Emory University (Controller's Office) May 2007 - August 2007
Southern Earth Sciences, Inc. February 2004 - June 2006
Education
Emory University - Goizueta Business School 2006 — 2008
Florida State University 2001 — 2003
M.S., Civil & Environmental Engineering
V.J.T.I. (Mumbai University) 1997 — 2001
B.E., Civil & Environmental Engineering
The McLean Group July 2007 - February 2008
Emory University (Controller's Office) May 2007 - August 2007
Southern Earth Sciences, Inc. February 2004 - June 2006
Education
Emory University - Goizueta Business School 2006 — 2008
Florida State University 2001 — 2003
M.S., Civil & Environmental Engineering
V.J.T.I. (Mumbai University) 1997 — 2001
B.E., Civil & Environmental Engineering
Cesar J. Perea's The McLean Group Experience September 2009 - November 2010
Job Financial Analyst at Intelsat
Industry Investment Banking
Experience
Intelsat August 2011 - Present
Garcia Trujillo October 2010 - August 2011
The McLean Group September 2009 - November 2010
BIA Advisory Services, LLC July 2007 - 2009
Independence Wealth Advisors, Inc. June 2006 - June 2007
Skills
Mergers, Investments, Valuation, Business Valuation, Venture Capital, Corporate Finance, Interest Rate Swaps, Swaptions, Joint Ventures, Mergers & Acquisitions, Corporate Development, Strategy, Financial Modeling, Finance
Education
Chartered Financial Analyst (CFA) Program 2015 — 2015
Level II Candidate
James Madison University 2003 — 2006
Finance
Intelsat August 2011 - Present
Garcia Trujillo October 2010 - August 2011
The McLean Group September 2009 - November 2010
BIA Advisory Services, LLC July 2007 - 2009
Independence Wealth Advisors, Inc. June 2006 - June 2007
Skills
Mergers, Investments, Valuation, Business Valuation, Venture Capital, Corporate Finance, Interest Rate Swaps, Swaptions, Joint Ventures, Mergers & Acquisitions, Corporate Development, Strategy, Financial Modeling, Finance
Education
Chartered Financial Analyst (CFA) Program 2015 — 2015
Level II Candidate
James Madison University 2003 — 2006
Finance
Roman Harupa, CFA, FRM's The McLean Group Experience September 2006 - December 2006
Job Senior Interest Rate Risk Advisor at USAA
Industry Investment Management
Experience
USAA April 2013 - Present
Fannie Mae August 2011 - March 2013
Fannie Mae November 2005 - August 2011
The McLean Group September 2006 - December 2006
Countrywide November 2004 - November 2005
Skills
Derivatives, Hedging, Portfolio Strategy, Fixed Income, Programming, Credit, Quantitative Analysis, Market Risk, Valuation, Portfolio Management, Equities, Risk, Trading, Structured Finance, Risk Management, VBA, Asset Management, Financial Risk, Quantitative Analytics, Loans, Emerging Markets
Education
CFA Institute 2007 — 2010
CFA Program, Portfolio Management, Fixed Income, Derivatives
Global Association of Risk Professionals (GARP) 2007 — 2007
FRM, Quantitative Analysis, VaR, Portfolio Credit and Market Risk
American University - Kogod School of Business 2005 — 2006
MBA, Finance
Belaruski Nacyjanal'ny Tehnièny Universitet
USAA April 2013 - Present
Fannie Mae August 2011 - March 2013
Fannie Mae November 2005 - August 2011
The McLean Group September 2006 - December 2006
Countrywide November 2004 - November 2005
Skills
Derivatives, Hedging, Portfolio Strategy, Fixed Income, Programming, Credit, Quantitative Analysis, Market Risk, Valuation, Portfolio Management, Equities, Risk, Trading, Structured Finance, Risk Management, VBA, Asset Management, Financial Risk, Quantitative Analytics, Loans, Emerging Markets
Education
CFA Institute 2007 — 2010
CFA Program, Portfolio Management, Fixed Income, Derivatives
Global Association of Risk Professionals (GARP) 2007 — 2007
FRM, Quantitative Analysis, VaR, Portfolio Credit and Market Risk
American University - Kogod School of Business 2005 — 2006
MBA, Finance
Belaruski Nacyjanal'ny Tehnièny Universitet
jeff leston's The McLean Group Experience 1983 - 1989
Job Healthcare Technology Company President
Industry Information Technology and Services
Experience
Castlestone Advisors LLC 2004 - Present
InfoMedics 2000 - 2002
Punk, Ziegel & Company 1991 - 1992
Ernst & Young 1988 - 1989
The McLean Group 1983 - 1989
Nolan, Norton & Co. 1980 - 1984
IBM 1976 - 1980
Skills
Healthcare, Healthcare IT, Healthcare Information..., Medicare, Strategic Planning, Compliance, Start-ups, Business Strategy, Strategic Partnerships, Health Insurance, Business Development, Pharmaceutical Industry, Medicaid, Executive Management, Marketing, Leadership, Project Management, Process Improvement, Strategy, Management, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Market research
Castlestone Advisors LLC 2004 - Present
InfoMedics 2000 - 2002
Punk, Ziegel & Company 1991 - 1992
Ernst & Young 1988 - 1989
The McLean Group 1983 - 1989
Nolan, Norton & Co. 1980 - 1984
IBM 1976 - 1980
Skills
Healthcare, Healthcare IT, Healthcare Information..., Medicare, Strategic Planning, Compliance, Start-ups, Business Strategy, Strategic Partnerships, Health Insurance, Business Development, Pharmaceutical Industry, Medicaid, Executive Management, Marketing, Leadership, Project Management, Process Improvement, Strategy, Management, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Market research
Vincent Orlando's The McLean Group Experience November 2010 - May 2013
Job Executive, Entrepreneur, Businessman
Industry Capital Markets
Experience
Tuscany Management Group, Inc. July 2006 - Present
The McLean Group November 2010 - May 2013
Education
St. Johns University 1989 — 1993
MBA, Executive Management(Strategy)
New York Institute of Technology 1982 — 1987
BS, Mechanical Engineering, Minor Aerospace
US Air Force ROTC 1982 — 1985
Officer Training
Tuscany Management Group, Inc. July 2006 - Present
The McLean Group November 2010 - May 2013
Education
St. Johns University 1989 — 1993
MBA, Executive Management(Strategy)
New York Institute of Technology 1982 — 1987
BS, Mechanical Engineering, Minor Aerospace
US Air Force ROTC 1982 — 1985
Officer Training
Alex Sevilla's The McLean Group Experience 2010 - 2010
Job Vice President at Houlihan Lokey's Aerospace•Defense•Government Group
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Vippy Bhambra's The McLean Group Experience July 2010 - Present
Job Investment Banker M&A at The McLean Group
Industry Information Technology and Services
Experience
The McLean Group July 2010 - Present
AGM Commercial Real Estate Advisors, LLC January 2008 - July 2010
Alabanza Corporation November 1999 - August 2006
GE Industrial Control Systems January 1996 - June 1999
Skills
Investment Banking, M & A, Capital Raises, Mergers, Investments
Education
University of Maryland Baltimore County 2001 — 2003
MS, Information Systems
Amity Business School 1996 — 1998
MBA, Marketing and Finance
National Institute of Technology Kurukshetra 1991 — 1995
B E, Electrical Engineering
The McLean Group July 2010 - Present
AGM Commercial Real Estate Advisors, LLC January 2008 - July 2010
Alabanza Corporation November 1999 - August 2006
GE Industrial Control Systems January 1996 - June 1999
Skills
Investment Banking, M & A, Capital Raises, Mergers, Investments
Education
University of Maryland Baltimore County 2001 — 2003
MS, Information Systems
Amity Business School 1996 — 1998
MBA, Marketing and Finance
National Institute of Technology Kurukshetra 1991 — 1995
B E, Electrical Engineering
Scott Sievers, CPA's The McLean Group Experience 2011 - Present
Job Manager The McLean Group
Industry Investment Banking
Experience
The McLean Group 2011 - Present
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
Masters, Accounting
The College of William and Mary, Mason School of Business
Bachelor, Business Administration; Accounting
The McLean Group 2011 - Present
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
Masters, Accounting
The College of William and Mary, Mason School of Business
Bachelor, Business Administration; Accounting
Synuhe Uribe's The McLean Group Experience February 2012 - May 2014
Job Investment Banking Senior Associate at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC May 2014 - Present
The McLean Group February 2012 - May 2014
University of California January 2009 - May 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital IQ, Venture Capital, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Due Diligence, LBO, Business Valuation, M&A experience, Series 63, Series 79
Education
University of California, Berkeley
B.A., Economics
KPMG Corporate Finance LLC May 2014 - Present
The McLean Group February 2012 - May 2014
University of California January 2009 - May 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital IQ, Venture Capital, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Due Diligence, LBO, Business Valuation, M&A experience, Series 63, Series 79
Education
University of California, Berkeley
B.A., Economics
Whitney Weiss's The McLean Group Experience September 2006 - February 2011
Job Consultant at Deloitte Consulting
Industry
Experience
Deloitte Consulting February 2011 - Present
The McLean Group September 2006 - February 2011
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy, Investment Banking, Corporate Development, Corporate Finance, Divestitures, Capital Markets, Venture Capital, Strategic Financial..., Private Equity, Financial Analysis
Education
Southern Methodist University 2001 — 2005
BBA & BS, Finance & Economics
Deloitte Consulting February 2011 - Present
The McLean Group September 2006 - February 2011
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy, Investment Banking, Corporate Development, Corporate Finance, Divestitures, Capital Markets, Venture Capital, Strategic Financial..., Private Equity, Financial Analysis
Education
Southern Methodist University 2001 — 2005
BBA & BS, Finance & Economics
Barry N. Dickstein's The McLean Group Experience 1999 - 2002
Job Director Financial Institutions Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Nick Carpenter's The McLean Group Experience May 2014 - July 2014
Job Student at Georgetown University The McDonough School of Business
Industry
Experience
The McLean Group May 2014 - July 2014
Trinity Wiring and Security Solutions May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2017
The McLean Group May 2014 - July 2014
Trinity Wiring and Security Solutions May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2017
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS