Transaction Valuations

Team Leaders

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

Managing Director

Business Valuation Services

Scott Sievers – The McLean Group

Scott Sievers

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

Mr. Sievers is a Managing Director with The McLean Group’s Valuation Services Group.  As a Managing Director 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

Managing Director

Business Valuation Services

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

Managing Director

M&A and Valuation (Austin)

RRD International - Transaction Advisory - The McLean Group
Institute for Financial Markets - Transaction Advisory - The McLean Group
IMPAQ - Transaction Advisory - The McLean Group
AOPA Insurance Agency - Transaction Advisory - The McLean Group
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