The McLean Group Launches Water, Wastewater & Environmental Practice Group

Jan. 28, 2016
MCLEAN, VA - January 2016 - The McLean Group, a national middle market investment bank, has established a new Water, Wastewater & Environmental Practice Group with the addition of Managing Directors Mark Bertler and James Simpson. The Water Practice Group will operate out of The McLean Group's offices in Chicago, IL and Irvine, CA.

Mr. Bertler and Mr. Simpson collectively bring to The McLean Group more than 50 years of executive-level water industry operating and investment banking experience at leading global water companies including U.S. Filter, Culligan, Sta-Rite Industries, Pentair and investment banking firms Offerboard Securities, Finance 500, Inc. and Brown Simpson Asset Management, LLC, where they operated or advised water clients on a wide range of strategic alternatives including mergers & acquisitions (buy-side/sell-side), recapitalizations, management buyouts and capital formation. Collectively, Messrs. Bertler and Simpson have completed or advised on more than 45 middle market transactions ranging in value from $5 million to $100 million and closed more than $1 billion in deal value. They have led transactions and strategic advisory engagements with many of the industry's preeminent water and wastewater firms including, Nalco, Pentair, 3M, Res-Kem, General Water, Christ Water Technologies (Ovivo), Green Compass (AKA Southern California Waste Water), HydroNovation, Seaport Environmental, C3 Capital, Lehman Brothers, UBS, and Peninsula Capital Partners.

"On behalf of The McLean Group, we are extremely excited that Jim and Mark have chosen to join our growing firm. We are dedicated to providing the highest level of investment banking and valuation services to our esteemed clients and do this by leading our engagement teams with highly experienced, senior level bankers who have very specific industry knowledge. Mark and Jim fit our client approach and culture perfectly. They are very experienced in and deeply knowledgeable of the critically important and growing industry of Water, Wastewater and Environmental Services," said McLean Group Principal, Joe Golden.

Mr. Bertler stated, "It's imperative that in today's complex capital market environment, banking firms specialize in vertical market to optimize client outcomes encompassing both value and terms. Having strong subject matter expertise coupled with our strong network of strategic and financial relationships ensure an optimum outcome for our clients."

Mr. Bertler and Mr. Simpson may be reached at 847.226.0793 or [email protected] and 949.390.8376 or [email protected], respectively.
About The McLean Group

The McLean Group is a leading independent investment bank that provides mergers and acquisitions (M&A), business valuation and corporate finance services to middle market businesses. Our M&A advisory and valuation services reflect our comprehensive industry knowledge, extensive transactional successes, commitment to provide senior-level attention to every client engagement, and real-time understanding of industry-specific valuation drivers. 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.

The McLean Group's Water, Wastewater and Environmental (WWE) industry group focuses on advising businesses that provide a broad spectrum of solutions, components and services to the expansive and diverse water, wastewater and environmental markets on a global basis. Our team leaders have executive-level water industry operating, and transactional and strategic advisory experience at preeminent global water and wastewater companies and investment banks respectively.


Katie Merchent
Communications Manager
[email protected]

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