Founder and Chairman Emeritus
McLean, VA
703-827-0200 ext. 101
703-827-0175 fax

Dennis Roberts, Founder and Chairman Emeritus of The McLean Group, has more than 35 years of financial advisory and investment banking experience involving a multitude of transactions across a wide variety of industries and markets. From 1984 to 1992, Mr. Roberts was the Founder, Chairman and CEO of a publicly-held national bank holding company. He also founded a large Washington, DC area accounting firm. Before retiring as a practicing CPA in 1998, Mr. Roberts served as Chairman of The Greater Washington Society of CPA’s Ethics Committee for several years and was a member of the AICPA’s regional ethics committee. Mr. Roberts is the author of the widely acclaimed and internationally selling Mergers and Acquisitions, An Insider’s Guide to the Purchase and Sale of Middle Market Business Interests, published by John Wiley & Sons in 2009 and The Art of M&A for Banks, published by McGraw Hill, LaJoux and Roberts in 2014. A graduate of Benjamin Franklin University (which subsequently merged with The George Washington University), Mr. Roberts teaches, lectures and writes on M&A, business valuation and corporate finance to national audiences and has been designated “Instructor of Great or Exceptional Distinction” on numerous occasions. He has been featured in numerous media articles published in the New York Times, The Washington Post and many others. Mr. Roberts has testified as a financial expert in many cases over the years including having served as the lead expert in valuing the Nixon Watergate Tapes.
Professional Credentials

  • FINRA Registered Representative and Firm Principal (Series 7, 24, 28, 63, 79)
  • Practiced as CPA (Virginia) 1970 – 1998
  • Certified Valuation Analyst (CVA) through NACVA
  • Accredited in Business Valuation (ABV) through AICPA
  • Enrolled Federal Tax Accountant

Professional Memberships

  • Association for Corporate Growth (ACG)
  • National Association of Certified Valuation Analysts (NACVA)
  • American Institute of CPAs (AICPA)
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