Bank / Wealth / Trust

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McLean Group

For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence...

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McLean Group

For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Technology & Software, Facility Services, Unmanned Systems, and Public Safety markets. Our 60+ professionals bring deep industry experience and relentless execution to every client engagement. We provide solutions that blend financial creativity with operational expertise. Whether we are providing transaction advisory, valuation opinions, or growth capital, our services are unmatched in these core markets.

General information

Firm type

Bank / Wealth / Trust

Year founded

1998

AUM

Undisclosed

Location

Region

North America

Country

United States

City

McLean

Corporate office

McLean, VA, United States

Sector focus

Aerospace & DefenseEnterprise Software

Frequently asked questions

What sectors does McLean Group specialize in?

The firm concentrates on aerospace, defense, and government services. This includes companies that hold facility security clearances and generate revenue through contracts with the US Department of Defense, intelligence community agencies, and federal civilian departments. General industrial or consumer mandates fall outside the firm's engagement criteria.

What size transactions does McLean Group typically handle?

The firm targets middle-market transactions generally ranging from $20 million to $200 million in enterprise value. This band captures founder-owned and closely held businesses that are too small for major bulge-bracket banks but require sector-specific expertise that generalist regional firms lack.

Does McLean Group manage assets or operate as a principal investor?

No. McLean Group is an advisory-only investment bank and does not manage outside capital, operate a fund, or invest its own balance sheet alongside client transactions. The firm earns advisory fees and does not have disclosed assets under management.

How does McLean Group source its deal flow?

Deal flow originates primarily through long-term relationships within the Northern Virginia and broader DC-area defense contracting community. Principals often engage with business owners years before a sale process begins, providing informal counsel that converts to a formal sell-side mandate when the owner decides to exit.

Who runs investment decisions at McLean Group?

Because the firm operates as a pure advisory practice rather than an allocator, investment decisions are made by the clients they represent — not by the firm itself. Senior partners at McLean Group run client engagements and transaction execution, though specific named principals have not been publicly disclosed in firm marketing materials.

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