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Seminars & Calendar

The McLean Group is involved in many middle market investment banking and specialized M&A industry seminars. To demonstrate our commitment to education, most of our seminars have been approved for Continuing Legal Education (CLE) credit by the Virginia State Bar.

Seminar Overviews:

* CLE Credit, Virginia State Bar Approved


April 2012 - Panel

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


April 2012 - Panel

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

 


April 2012 - Panel

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 2012 - Event

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



Webinar

(Pre-Recorded) 
Alert to M&A Advisors: What's Ahead for the M&A Market in 2012 and beyond?

Dennis Roberts, author, Chairman and CEO at The McLean Group provides an in-depth outlook of 2012's M&A Market including insights into how cross-border deals, technology, healthcare and an aging baby boomer population are affecting the M&A landscape.  He cites that 40% of S&P 500 companies were born within the last decade–a direct result of new technologies' impact on businesses, and that in 2011, one in three US M&A transactions were cross-border deals.  The realities of professional M&A practice have been transformed during the 21st century. Know how to catch the right waves and the right deals with the right techniques.

Complimentary Webinar
To watch: click here

 

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7900 Westpark Drive | Suite A320 | McLean, VA 22102 | Tel: 877.843.0997
© 2012 The McLean Group. All rights reserved.,
Securities transactions conducted through McLean Securities, LLC, member FINRA/SIPC.

 

 

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