Advisory Firm Leadership

Through our commitment to partnering with clients and providing strategic advice throughout every phase of a company’s development, The McLean Group is uniquely positioned to build lasting relationships and contribute measurable value to each client’s long-term success.

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ADVISORY FIRM LEADERSHIP

 

Firm Leadership

Our transaction advisory teams are client-centric. Our accredited professionals have the real-world industry expertise to guide transactions through all phases of the engagement. Senior and junior level team members alike maintain a “doors always open” policy and are accessible to clients from first outreach to closing and beyond.

Ryan Berry – The McLean Group

Ryan Berry

Position: Managing Director
Phone: 703.827.0091
Email: rberry@mcleanllc.com

Ryan Berry is a Managing Director at The McLean Group and heads up the firm’s Valuation Advisory practice. Ryan has over 20 years of financial and accounting experience and has performed and overseen thousands of valuation engagements. During the course of his career, he has advised clients on valuations leading up to their IPO, provided fairness and solvency opinions for M&A transactions and recapitalizations, and worked with clients and their auditors on valuations for financial reporting purposes such as purchase price allocations, impairment testing, and complex security valuations. Ryan has also written and contributed to numerous articles on valuation topics and spoken at various conferences and webinars.

Ryan started his career as a financial analyst at Booz Allen Hamilton. While at Booz, Ryan maintained a TS/SCI clearance and worked in both the DoD and Intelligence Agency divisions where he provided financial and operational support to program managers overseeing several mission critical contracts.

Ryan earned a BA in Economics with a minor in Technology, Management, and Policy from the University of Virginia. He also received an MBA from Johns Hopkins University’s Carey School of Business. He’s a CPA accredited in business valuation and a certified valuation analyst through NACVA.

Professional Credentials

  • CPA (Virginia)
  • Accredited in Business Valuation (ABV) through the AICPA
  • Certified Valuation Analyst (CVA) through NACVA

Professional Memberships

  • American Institute of CPAs (AICPA)
  • National Association of Certified Valuation Analysts (NACVA)
Ryan Berry – The McLean Group
Managing Director

Ryan Berry

Business Valuation Services

Mark Bertler – The McLean Group

Mark Bertler

Position: Managing Director
Phone: 847.226.0793
Email: mbertler@mcleanllc.com

Mark Bertler, Managing Director of The McLean Group’s Water, Wastewater & Environmental Practice Group, has represented numerous public and private firms in both advisory and principal roles on such issues as strategic management, corporate growth, financing, restructuring, and overall capitalization in the water and wastewater segment. For more than 25 years, he has held senior corporate executive positions with a number of Fortune 500 water and wastewater manufacturing and service companies with extensive experience in M&A, joint ventures, partnerships, and other strategic initiatives both domestic and global. During his career, Mr. Bertler has served in the capacity of senior executive, investment banker and advisor on more than 20 successful sell and buy side M&A and capital engagements. Mr. Bertler holds a BS in Chemical Engineering from the University of Wisconsin – Madison and a MBA from University of Wisconsin – Milwaukee.

Professional Credentials

  • FINRA Registered Representative (Series 63, 82)
  • Water Quality Association (WQA) – Market Development Committee Chair
  • Water Equipment Federation (WEF)
  • American Water Works Association (AWWA)
  • Business Marketing Association (BMA) International Board of Directors
  • Wishing Well International Foundation – a 501(c)(3) non-profit – Board of Directors
Mark Bertler – The McLean Group
Managing Director

Mark Bertler

Critical Infrastructure

Norman J. Dufour

Norman Dufour

Position: Managing Director
Phone: 504.835.8505
Email: ndufour@mcleanllc.com

Mr. Dufour has more than 40 years of asset valuation and marine transportation experience. He joined Stickney Marine Surveying, Inc. in 1977, and was promoted to Vice-President of Operations in 1978. In 1988, he assumed the duties of President.

Mr. Dufour has surveyed all types of commercial marine vessels, including ships, tugs, towboats, crewboats, supply vessels, barges, derricks, dredges, and lift vessels, including their machinery. He is qualified in various State and Federal Courts in marine surveying, safety, engineering, and appraisal.

Education:

  • United States Coast Guard Academy Graduate
  • Naval Damage Control School
  • USCG Merchant Marine Safety School
  • EMD Engine School
  • Marine Gear Design & Application

Memberships / Professional Certification:

  • NAMS
  • Certified Marine Surveyor
  • National President 1996-1997
  • National Vice-President 1994-1995
  • Regional Vice-President East Gulf Region 1988-1991
  • ASA
  • Accredited Senior Appraiser
  • Local Chapter President/Vice-President 1991-1994 and 2009-2010
Norman J. Dufour
Managing Director

Norman Dufour

Marine & Asset Valuation

Eric Gins - The McLean Group

Eric Gins

Position: Vice President
Phone: 202.210.7883
Email: egins@mcleanllc.com

Eric Gins, The McLean Group’s Vice President of Operations, has more than 15 years’ experience in advertising, strategic planning and market positioning, technology integration and graphic and web design with a focus on corporate positioning. Before joining The McLean Group, Mr. Gins was project director for The CAMMAY Group, a Washington, DC-based marketing, advertising and public relations firm. There, he managed media and public relations campaigns for the Maryland State Lottery, Washington Gas, Prince Georges County Health Department, Carrollton Enterprises and The Cordish Company, conducting interviews, drafting articles and press releases, and managing each account’s overall workflow. A graduate of Mary Washington College, Mr. Gins holds masters certifications in multi-media design.

Professional Credentials

  • A+ Certification (CompTIA)
Eric Gins - The McLean Group
Vice President

Eric Gins

Marketing & Operations

Marc Gruzenski - The McLean Group

Marc Gruzenski

Position: Managing Director
Phone: 703.827.0246
Email: mgruzenski@mcleanllc.com

Marc Gruzenski, a Senior Managing Director at The McLean Group, has nearly 25 years in the cyber security, physical security and security risk management sectors. Mr. Gruzenski leads the firm’s Security M&A Practice.

Mr. Gruzenski joins the firm after serving as Director of Global Security Technology and Director of Information Protection at The Walt Disney Company, where he led global teams in protecting people and intellectual property for the most iconic brands in America to include Twenty-First Century Fox, ABC, ESPN and many others. Prior to that Mr. Gruzenski was Chief-Intelligence and Analysis, Global Asset Protection for the world’s largest consulting firm, Accenture, where he led threat intelligence and response operations for 285,000 employees working in 120 countries. He started his professional career serving his country as an officer in the U.S. Army and as a case officer in the Central Intelligence Agency.

Mr. Gruzenski has also remained very active in industry associations, including the Overseas Advisory Council, Defense Security Advisory Council, Security Industry Association, and the Global Security Exchange. He also helped build cross-industry collaboration organizations focused on insider threat and separately on security technology.

Mr. Gruzenski hails from Annapolis, MD and graduated from Hood College in Frederick, MD. When not working, Marc focuses on his most important job as husband to his wife Nairi, and father to Aniela (19), Tomas (17), Soren (8) and Lilyana (3).

Marc Gruzenski - The McLean Group
Managing Director

Marc Gruzenski

Security and Intelligence

J. Tyler Halstead

Tyler Halstead

Position: Vice President
Phone: 703.752.9013
Email: thalstead@mcleanllc.com

Mr. Halstead is a Vice President in The McLean Group’s business valuation practice and is responsible for the oversight and completion of valuations for public and private companies for transaction, equity incentive, financial reporting, estate planning, tax, and other purposes.

In his time with the firm, Mr. Halstead has completed hundreds of valuation engagements, which include business valuations, intangible asset valuations, fairness opinions, purchase price allocations, goodwill impairment tests, long-lived intangible asset impairment tests, and complex security valuations involving the use of option-pricing models and Monte Carlo simulations.

Mr. Halstead is a Certified Valuation Analyst and holds a BS in Applied Economic Management with a concentration in Financial Planning from Virginia Tech.

Professional Credentials

  • Certified Valuation Analyst (CVA) through NACVA
J. Tyler Halstead
Vice President

Tyler Halstead

Business Valuation Services

Paul Klick - The McLean Group

Paul Klick

Position: Managing Director
Phone: 703.752.9019
Email: pklick@mcleanllc.com

Paul Klick, a Managing Director at The McLean Group, has nearly 25 years of investment banking experience and has completed over 80 sell- and buy-side M&A, capital formation and advisory assignments. Mr. Klick joined The McLean Group in 2018 to help lead the firm’s efforts serving clients in the technology, media and telecom (TMT) sectors.

Prior to joining The McLean Group, Mr. Klick was a Managing Director at Evergreen Advisors Capital and Outcome Capital, both middle market investment banks providing merger & acquisition advisory services for companies within the TMT sectors. Mr. Klick started his career at Friedman Billings Ramsey where he spent nearly fifteen years working on mergers & acquisitions and equity and debt offerings for financial services, real estate, technology and communication companies.

Mr. Klick received a Bachelor of Business Administration degree with a concentration in Finance from the Cox School of Business at Southern Methodist University.

Professional Credentials

  • FINRA Registered Representative (Series 7, 63, 79)
Paul Klick - The McLean Group
Managing Director

Paul Klick

Security and Critical Infrastructure

Mike Loftus – The McLean Group

Michael Loftus

Position: Vice President
Phone: 703.752.9023
Email: mloftus@mcleanllc.com

Mr. Loftus is a Vice President in the firm’s business valuation practice and is responsible for the completion of valuations for public and private companies for transaction, financial reporting, tax, and other purposes.

Mr. Loftus has completed hundreds of valuation engagements, which include business valuations, intangible asset valuations, fairness opinions, purchase price allocations, goodwill impairment tests, long-lived intangible asset impairment tests, and complex security valuations.

Mr. Loftus is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst designation.  He is also a Certified Valuation Analyst.  Mr. Loftus holds a BS in Finance and a minor in Accounting from Old Dominion University.

Professional Credentials

  • Chartered Financial Analyst (CFA) through CFA Institute
  • Certified Valuation Analyst (CVA) through NACVA
Mike Loftus – The McLean Group
Vice President

Michael Loftus

Business Valuation Services

Mitch Martin – The McLean Group

Mitch Martin

Position: Managing Director
Phone: 703.752.9009
Email: mmartin@mcleanllc.com

Mitchell Martin is co-head of the firm’s Defense, Government & Intelligence (DGI) practice. Selected recent transactions include the sale of ARRAY Information Technology to CGI, the sale of an undisclosed Intelligence Community Company to Veritas Capital, the sale of Protas to Criterion Systems, the sale of FireTeam to AE Industrial Partners, the sale of Cerilian to KACE and many others. Mr. Martin has led or co-led over 70 M&A transactions in the DGI sector.

Mr. Martin is regularly quoted as an industry expert in the Washington Post, Washington Business Journal, Defense News, Washington Technology and other industry publications.

Prior to joining The McLean Group, Mr. Martin held financial advisory positions with leading investment banks focused on M&A for defense and government service companies. Previously, he was an Army Captain and commanded an Infantry Company in the Middle East. Mr. Martin is Airborne and Ranger qualified, and currently holds a Top Secret Security Clearance.

Mr. Martin is an Honors Graduate of the United States Military Academy at West Point. He received his M.B.A. from the Sloan School of Management at the Massachusetts Institute of Technology and his M.P.A. from the John F. Kennedy School of Government at Harvard University.

When not working, Mitch enjoys spending time with his wife Tiffany and twin nine-year-old boys, Carter and Wes.

Professional Credentials

FINRA Registered Representative, General Securities Principal and FINOP (Series 7, 24, 28, 63, and 79)

Mitch Martin – The McLean Group
Managing Director

Mitch Martin

Defense, Government & Intelligence

Jeremy Migden

Jeremy Migden

Position: Director
Phone: 703.752.5494
Email: jmigden@mcleanllc.com

Jeremy Migden is a Director in The McLean Group’s Defense, Government and Intelligence (DGI) practice. Mr. Migden has supported prior notable transactions including AEGis Technologies’ acquisition by Arlington Capital Partners, IntelliWare System’s acquisition by Enlightenment Capital portfolio company Trowbridge & Trowbridge, and Continental Mapping’s investment by Bluestone Investment Partners.

Mr. Migden has nearly 20 years of experience in the DGI sector, having held a variety of stakeholder positions. He has served as a manager in the U.S. Intelligence Community and spent over ten years in the national security sector of the U.S. Government, including multiple postings abroad. Additionally, Mr. Migden has held investment banking as well as financial planning and analysis (FP&A) government contractor roles.

Mr. Migden graduated magna cum laude with a B.A. in Chemistry from Case Western Reserve University. He received his M.B.A. in Finance from The Wharton School of The University of Pennsylvania and his M.A. from the Walsh School of Foreign Service at Georgetown University. Mr. Migden received U.S. Government certification as an Arabic speaker.

Jeremy Migden
Director

Jeremy Migden

Defense, Government & Intelligence

Shari Overstreet – The McLean Group

Shari Overstreet

Position: Managing Director
Phone: 512.751.7213
Email: soverstreet@mcleanllc.com

Ms. Overstreet has 30 years of financial, accounting, business valuation and mergers and acquisitions experience. She holds a CPA and FINRA investment banking licenses, as well as a variety of business valuation, and merger and acquisitions-related designations. During her career, Ms. Overstreet worked for a large national accounting firm as an auditor and tax professional. She also was a Controller, Director of Finance, and Chief Financial Officer for privately-held and publicly-traded companies ranging from small start-ups to companies with annual revenues of $1 billion.

Ms. Overstreet is a principal in and lead’s the firm’s Austin, Texas business valuation practice. She also serves as an investment banker, focused on the healthcare and technology sectors. In this capacity, she works with a vast array of clients and business owners on complex transactions.

Ms. Overstreet is an author and speaker on various mergers and acquisitions, capital formation and business valuation topics. She was a 2010 nominee for the Profiles in Power & Women of Influence of Central Texas Award. She holds a BBA with a finance concentration from the University of Texas at Austin. She currently serves on the Advisory Board for the Center for Global Business at McCombs School of Business at the University of Texas at Austin.

Professional Credentials

  • FINRA Registered Representative (Series 63 & 79)
  • CPA (Texas)
  • Accredited in Business Valuation (ABV) through AICPA
  • Certified Valuation Analyst (CVA) through NACVA
  • Certified M&A Advisor (CM&AA) through the Alliance of M&A Advisors

Professional Memberships

  • The Texas Society of CPAs
  • American Institute of CPAs (AICPA) including Business Valuation and Forensic Litigation Services division (BVFLS)
  • Financial Executives International (Austin Chapter)
  • Association of Corporate Growth (Central Texas Chapter)
  • National Association of Certified Valuation Analysts (NACVA)
Shari Overstreet – The McLean Group
Managing Director

Shari Overstreet

M&A and Valuation (Austin)

Paul Peou

Paul Peou

Position: Managing Director
Phone: 703.752.9024
Email: ppeou@mcleanllc.com

Paul P. Peou, is co-lead of the firm’s Defense, Government and Intelligence (DGI) practice. Prior notable transactions include the acquisition of MSC by Dovel Technologies, the sale of Dovel Technologies to Macquarie Capital and the acquisition of Atlas Research by Customer Value Partners. Mr. Peou’s focus is working with clients to implement their strategic vision and growth plans, raising capital to support growth, preparing and helping them make synergistic acquisitions, and “quarterbacking” due diligence.

Mr. Peou began his career in econometric modeling, finance and accounting and thereafter committed several years as a Peace Corps Business Development Volunteer in Ukraine. After traveling and working between Ukraine, Russia and Moldova, he entered the telecommunications sector helping to finance landline, wireless, microwave and satellite networks. Having developed a keen sense of technology and markets in telecommunications, Mr. Peou, has spent over 10 years working in the Defense, Intelligence and Government Services sector first as director of corporate development for TASC (acquired by Engility and then SAIC) then directly with emerging, small and established companies realizing their vision and growth plans.

Mr. Peou graduated from the University of Pennsylvania with a BA in Economics where he was a varsity athlete as a coxswain for UPenn’s Heavyweight rowing team. He continues to be involved in rowing and is a member of the Potomac Boat Club in Washington DC and helps coach high school rowing. He is also an avid chess player and enjoys cooking.

Paul Peou
Managing Director

Paul Peou

Defense, Government & Intelligence

Scott Sievers – The McLean Group

Scott Sievers

Position: Director
Phone: 703.827.8685
Email: ssievers@mcleanllc.com

Mr. Sievers is a Director with The McLean Group’s Valuation Services Group.  As a Vice President within the firm’s business valuation practice, he ensures the completion of business valuations for public and private companies for transaction, financial reporting, equity incentive plan, tax, and other purposes.

Since joining the firm, Mr. Sievers has completed over 1000 valuation engagements, which include business valuations, fairness opinions, solvency opinions, portfolio valuations, purchase price allocations, goodwill impairment tests, long-lived intangible asset tests, and equity incentive plan analyses.

Mr. Sievers is one of the leaders of the firm’s ESOP Practice.  In addition to attending several ESOP training seminars and conferences, he has completed the full spectrum of ESOP-related valuation engagements ranging from transaction advisory, fairness opinions, feasibility analyses, annual valuations, and solvency opinions.  Moreover, Mr. Sievers has the relevant experience dealing with complex ESOP-specific topics, such as transaction structuring, Fair Market Value of debt, repurchase obligations, follow-on transactions, and minority interest discounts.

He is also one of the leaders of the firm’s valuation analytics team, which specializes in valuing complex derivatives typically through applying option-pricing models, binomial lattice models, or Monte Carlo simulations to comply with IRC 409A, ASC 718, ASC 805, and ASC 815 reporting purposes.

Professional Credentials

  • CPA (Virginia)
  • Accredited in Business Valuation (ABV) through the AICPA
  • Certified Valuation Analyst (CVA) through NACVA
Scott Sievers – The McLean Group
Director

Scott Sievers

Business Valuation Services

Andy Smith – The McLean Group

Andy Smith

Position: Managing Director
Phone: 703.827.0233
Email: asmith@mcleanllc.com

Andy Smith is co-head of the Defense, Government and Intelligence (DGI) practice. Mr. Smith has been recognized as a Super CPA by the Virginia Society of CPAs and Virginia Business and as one of Washington, DC’s Top 50 CPAs by SmartCEO magazine.

Mr. Smith launched his career at KPMG where he was a corporate finance and audit manager and worked in Washington, DC; Moscow, Russia, and Almaty, Kazakhstan. He later joined Washington Equity Partners as an associate director, supporting various international wireless telecommunications transactions. He also worked with a strategic advisory group to Lucent Technologies and was the Director of Finance of a wireless telecom services company.

Mr. Smith has been an Adjunct Professor with George Mason University’s MBA Program and is also a frequent speaker and author on business valuation topics. He has been a national instructor with National Association of Certified Valuation Analysts and a guest lecturer at Catholic University, University of Maryland, Georgetown University Law School, and Johns Hopkins University’s MBA program. In addition, he has been a designated expert witness in numerous court cases.

Mr. Smith is a Certified Public Accountant and is Accredited in Business Valuation with the American Institute of Public Accountants. Mr. Smith is a graduate of the University of Richmond’s E. Claiborne School of Business.

Professional Credentials

  • FINRA Registered Representative and Financial and Operations Principal (Series 7, 28, 63, 79, 99)
  • CPA (Virginia)
  • Accredited in Business Valuation (ABV) through the AICPA
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Professional Memberships

  • The Virginia Society of CPAs
  • American Institute of CPAs (AICPA)
  • National Association of Certified Valuation Analysts (NACVA)
Andy Smith – The McLean Group
Managing Director

Andy Smith

Defense, Government & Intelligence

Barbara Papas – The McLean Group

Harry Ward

Position: Managing Director
Phone: 504.835.8505
Email: hward@mcleanllc.com

Harry Ward has more than 20 years of senior executive and M&A advisory experience in a number of industrial and technology sectors. He has both buy side and sell side advisory experience including the sale of 3 Phoenix to Ultra Electronics and the divestiture of GlobalTrak to Orbcomm. Buy side clients have included NASA and defense contractors, as well as aviation, SATCOM and maritime technology companies. He has in-depth experience with the creation of ESOPs, including the sale of Linxx Global Solutions to a private equity-funded leveraged ESOP in 2015, and currently directs The McLean Group’s sponsor coverage program. Mr. Ward also has a strong background in the management and growth of small- to mid-sized companies and a strong technical background in semiconductors and automation technology. Over a three year period, he led a West Coast distribution company through the development and execution of a growth plan in preparation for successful sale to a strategic buyer. Mr. Ward is based in the Hampton Roads, Virginia area and travels frequently on the East Coast, Gulf of Mexico region, Southern California and the space and missile haven of Huntsville, Alabama. He regularly publishes industry M&A reports and serves as a guest speaker and panelist for numerous business and civic organizations. A US Naval Academy graduate, Mr. Ward served during multiple deployments from both US coasts as a Navy helicopter pilot and survival instructor (SERE School). He earned an MBA in finance from San Diego State University.

Professional Credentials

  • Certified Exit Planning Advisor
  • FINRA Series 63, 79
Barbara Papas – The McLean Group
Managing Director

Harry Ward

Marine & Asset Valuation

The McLean Group