Senior Managing Director
Charlotte, NC
Practice Lead
917-514-0678 direct

Margaret (Meg) Montague, Senior Managing Director of The McLean Group’s Charlotte, NC office, has nearly 20 years of investment banking experience and has completed nearly 40 assignments across a broad range of industries with a particular focus on franchise and multi-unit concepts, consumer, healthcare, business services, and manufacturing. She has completed transactions involving several prominent franchising companies including RiseMark Brands (Right at Home and IKOR), Frost Management (Planet Fitness area developer), Excel Management (Planet Fitness area developer), Fun Brands (Pump It Up and Bounce U), Express Oil Change & Service Center, Massage Envy, Jan-Pro, Comfort Keepers, ReBath, Cookie & Associates (Great American Cookie and Pretzelmaker franchisee), and Westward Dough (Krispy Kreme franchisee), among several others.

Prior to joining The McLean Group, Ms. Montague was a Director at Fidus Partners and Edgeview Partners, both middle market investment banks providing merger & acquisition advisory services. Ms. Montague started her career at Morgan Stanley in New York City where she spent nearly six years working on mergers & acquisitions and equity and debt offerings primarily for healthcare and consumer companies.

Ms. Montague received a Bachelor of Science degree with a concentration in Finance from the McIntire School of Commerce at the University of Virginia and a Master of Business Administration degree from the Darden School of Business Administration at the University of Virginia.

Professional Credentials

    FINRA Registered Representative (Series 7, 63, 79)
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