Virginia Investment Bank Starts Water, Wastewater Practice Group
Managing Directors Mark Bertler and James Simpson together bring more than 50 years of executive-level water industry operating and investment banking experience at water companies.
The McLean Group, a national middle market investment bank based in McLean, Va., announced it has established a new Water, Wastewater & Environmental Practice Group and has added Managing Directors Mark Bertler and James Simpson. The group will operate out of The McLean Group's offices in Chicago and Irvine, Calif.
Bertler and Simpson together bring more than 50 years of executive-level water industry operating and investment banking experience at water companies that include U.S. Filter, Culligan, Sta-Rite Industries, Pentair, and investment banking firms Offerboard Securities, Finance 500, Inc. and Brown Simpson Asset Management, LLC. They operated or advised water clients on strategic alternatives including mergers and acquisitions (buy-side/sell-side), recapitalizations, management buyouts, and capital formation.
"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.
"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," Bertler said. The two may be reached at 847-226-0793 or mbertler@mcleanllc.com and 949-390-8376 or jsimpson@mcleanllc.com, respectively.