May 2012
2012 shaping up to be strong year for M&A
More than 40 local mergers or acquisitions have been announced or completed so far in 2012, including a spate of deals in April and May. “A lot of sellers are looking to cash out before the capital gains tax rises on Jan. 1, 2013, from 15 to 20 percent, which will happen unless Congress extends the Bush-era tax cuts,” says Joe Golden, principal at investment bank The McLean Group.
Washington Business Journal
May 2012
Maritime Mergers & Acquisitions
Mergers and Acquisitions in the American maritime industry are relatively few in number and require careful analysis. It is helpful to examine some overall trends in deal activity and company valuations, and then reflect on some key transactions in a few defining subsectors.
Maritime Professional
March 2012
Using Fairness Opinions to Manage Risk in Middle-Market Transactions
Given the 2008 financial meltdown and the earlier enactment of the Sarbanes-Oxley Act of 2002 (SOX), there is a growing demand for fairness opinions in the middle market. Effectively using fairness opinions created by outside advisors allows board members to demonstrate their careful consideration of different shareholders’ opposing interests when evaluating acquisition and divestiture opportunities.
The CPA Journal
March 2012
40 Under 40 Central Award Winners Announced
McLean Group Principal, Cameron Hamilton was selected a winner of The M&A Advisor’s 3rd annual 40 Under 40 M&A Advisor Recognition Awards—Central Region. Winners will be recognized at the annual awards gala on June 7, 2012.
The M&A Advisor
UPCOMING EVENTS
Tuesday, April 24, 2012
Successful Succession Planning: Retaining and Rewarding Key People (Including Yourself!)
Please join Human Capital Advisors, Odin Feldman & Pittleman and The McLean Group are presenting a seminar – “Successful Succession Planning: Retaining and Rewarding Key People (Including Yourself!)” – that addresses how to create a business that you can leave on your own terms.
Topics Include:
- Middle market companies’ unique succession challenges
- Building an effective management infrastructure
- Recognizing the critical importance of your business' human capital
- The founder’s changing roles
- Equity incentive plans
- Tax mitigation strategies
- Identifying and hiring the right people to ensure steady growth
- Retaining key personnel (a critical value driver)
- Developing a succession plan while continuing to grow your company
- Conveying ownership to family, charities or others, and
- Buy/Sell agreements.
Experienced panelists will address these questions and many more in a seminar oriented toward company c-level executives and owners.
Tower Club (Tysons Corner, VA)
When: 7:30 am – 9:30 am
To sign up: click here
Wednesday, April 25, 2012
Government Contracting: Valuation and Consolidation
Please join Beason & Nalley, Bradley Arant Boult Cummings and The McLean Group, LLC for a lively discussion on industry trends and factors influencing valuations in the government contracting market.
Topics Include:
- The impact of recent federal budget cuts.
- State of the current M&A deal climate.
- Prime contractors' motivation for continued sub-prime acquisition.
- Snapshot on private equity activity and where it is going.
- Short- and long-term key value drivers for sellers.
Experienced panelists will address these questions and many more. This seminar is oriented toward owners and c-level executives of Government Contracting and Technology companies.
Embassy Suites (Huntsville, AL)
When: 7:00 am – 9:30 am
To sign up: click here
Wednesday, April 25, 2012
Deltek's Executive CFO Summit
McLean Group principal and co-head of the firm’s Aerospace, Defense & Government services practice, Mitch Martin, participated in Deltek’s Executive CFO Summit focusing on how to best position businesses to benefit from the outcome of the 2012 elections.
Political experts discussed the likely election scenarios and CFOs shared how they are creating new opportunities to fuel their future growth amidst uncertainties.
Other speakers included:
- Scott Montgomery – Editor, Roll Call Magazine
- Kevin Plexico – VP of Federal Solutions Group at Deltek
- Mark Santamaria – CFO, The SI
- Mike Bryan – CFO, IFES
Attendees gained one-of-a kind insight surrounding today’s likely election outcomes and the potential implications for federal spending and government contractors.
Ritz-Carlton (Tysons, VA)
When: 1:00 pm – 6:00 pm
To view Mitch Martin’s presentation: click here
June 13 & 14, 2012
ACG Maryland Chapter Deal Forum
The McLean Group is participating at the Baltimore ACG Deal Forum that provides opportunities to connect with a lower middle market target audience with cash flow of $3M - $15M, value of $10M - $125M and sales under $250M. The Deal Forum will include:
- A three-hour Deal Source that will match regional and national sell side investment banking firms with private equity groups to discuss deal opportunities
- A cocktail reception and dinner served in corporate suites overlooking the iconic Oriole Park at Camden Yards while the Baltimore Orioles play the Pittsburgh Pirates
- An opening breakfast program with one of the nation's premier political forecasters, Dr. Larry J. Sabato, Director for the Center for Politics with the University of Virginia
- Two panel presentations focused on private equity fund raising and the leveraged finance market
- A three-hour Private Equity Marketplace featuring regional and national private equity firms interacting with investment bankers, senior lenders, mezzanine lenders, and service providers in a collegial networking environment, and
- A closing lunch program with CEO Jerry South of Towne Park, ranked #1778 in Inc. 5000’s List of America’s Fastest Growing Private Companies, a portfolio company of Camden Partners, a Baltimore based middle market private equity firm.
Hyatt Regency Baltimore on the Inner Harbor (Baltimore, MD)
To sign up: click here
