The McLean Group is an investment bank providing mergers and acquisitions (M&A), business valuation and strategic consulting services to middle market businesses. Headquartered in Washington, DC's technology, communications and government contracting corridor, we are among the largest independent middle market investment banks in the nation. The McLean Group has a presence in more than 30 cities in the US, serving domestic and international clients with a broad resume of successfully consummated financial transactions. Our research staff leverages state-of-the-art, proprietary corporate information and transaction data, providing our clients with unmatched information on which to make transaction decisions.


July 2012 The McLean Group Recognized as USA Middle Market Investment Bank of the Year UNITED KINGDOM – July 2012 – Today Acquisition International published ...


Services

Merger & Acquisitions Business Valuation
Strategic Consulting Corporate Finance


Whitehall Group is an industry-leading management firm specializing in operational and financial improvement to quickly deliver bottom line results to primarily privately-held middle market companies focused on growth and/or restructuring that are in transition or trouble. The Whitehall Group provides a broad range of operational (Manufacturing Mgt., Quality Mgt., Supply Chain Mgt.) and financial improvement services. We are viewed as industry leaders and we work with clients to add value to the bottom-line.

Its services also include extensive supply chain management expertise and executive and operations interim management is a management firm that serves companies who are focused on growth & transition.


Today’s Business Environment

  • Today’s economic chaos has set the global economy on a new course. In this new economy, the rate of external change has exceeded many businesses’ ability to keep pace with their internal change initiatives, while yesterday’s business frameworks no longer work.
  • Companies today need an adaptive and flexible business design which creates on-going value for all stakeholders. A business must be able to leverage new technology and strategies to continually and rapidly reinvent itself to respond quickly to new competitive markets and customer imperatives.
  • We guide companies through the complexity of the new economy by designing and assembling solutions which rapidly transform business leadership, workforce, infrastructure and other associated parties.
  • Our financial, manufacturing, operational, lean process and commercial industry expertise and collaborative style give us an unmatched ability to deliver the best-in-class business solutions in the shortest amount of time by blending the firm’s business and technology expertise with the creative talent of Whitehall management.

Our Methodology

Whitehall approaches every opportunity within an “Enterprise Operations Excellence” analytical framework. This framework is founded on the principles of Lean Manufacturing Process’ and enhanced with Six Sigma concepts and techniques. We extend lean principles beyond the shop floor to support functions (lean office), and the value chain up (to customers) and down (to suppliers). Everything we do is directed towards rapid improvement of operational performance that drives the financial results of the business.


Operational and Financial Due Diligence

Whitehall is well positioned to support Private Equity firms seeking to acquire businesses as well as Financial Institutions seeking to extend new loans or expand current relationships.

  • Due diligence is a natural extension of our operational, financial, commercial and restructuring capabilities
  • Interviewing and assessing the management team of the target company
  • Touring the target’s plants and facilities to determine state of lean operations and practices
  • Assessment of target’s supply chain, it’s efficiency and any associated risks
  • Assessment of target’s customers/programs and product portfolio and book of business, to assess feasibility of volume projections
  • Assessment of target’s business plan and associated financial statement projections for feasibility of attainment
  • Review and advice on Letter of Intent/Term Sheet as it pertains to customer, supplier, financial and operational issues
  • Interim management to take immediate advantage of identified operating savings
  • Transition management assistance in the hiring, training and transition of new staff

Mergers, Acquisitions & Divestiture Services

Whitehall can provide the entire spectrum of services to corporate and private equity investors with regard to mergers, acquisitions or divestitures.

  • Whitehall will tailor a solution to support your particular project objectives. Our buyer and seller advisory services reduce the inherent risks in any acquisition or divestiture transaction by providing expert analysis, planning, coordination and due diligence.
  • As an independent and unbiased advisor, we provide an informed opinion of the strategic fit and value creation for the prospective acquisition or divestiture.
  • We will assist to:
    • Develop an acquisition or selling strategy that complements your overall business plan
    • Identify, contact and present to acquisition targets or prospective buyers
    • Lead and coordinate due diligence, and determine valuation and transaction structure
    • Assist in negotiating and closing the transaction
    • Develop internal and external communication plans
    • Plan and structure the integration of the acquisition
    • Identify organizational changes and new management roles
  • We have strong working relationships with equity groups and banks which can match specific needs between buyers and sellers.
  • In addition, for those distressed situations where rehabilitation is not an option, we are available to help you go through an orderly liquidation of your business.

What We Do – Improve Bottom-Line Performance

  • Financial, Operations & Commercial Improvement – We drive enterprise lean transformation that rapidly improves operational performance and bottom-line results.
  • Operational & Financial Due Diligence – Our consultants support private equity and financial institutions in finding, evaluating and closing both debt and equity deals.
  • Mergers, Acquisitions & Divestitures – Our buyer and seller advisory services reduce the inherent risks in any deal by providing expert analysis, planning and coordination.
  • Supplier Development – Our Supplier Development programs identify and mitigate risk and improve operational performance and financial health of troubled suppliers.
  • Interim Corporate Management – We provide client companies with a “turnkey” management team to direct unique projects and to take advantage of special opportunities.
  • Turnaround & Restructuring – We provide seasoned managers to clients who have an immediate need to deal with a crisis when there is a shortage of both time and resources.
  • Chapter 11, Crisis Management & Orderly Liquidations – Our experienced professionals skillfully navigate clients through the process to optimize wind-down operations.

Assessment and Advisory Services

  • Due diligence is a natural extension of our operational, financial, commercial and restructuring capabilities
  • Interviewing and assessing the management team of the target company
  • Touring the target’s plants and facilities to determine state of lean operations and practices
  • Assessment of target’s supply chain, it’s efficiency and any associated risks
  • Assessment of target’s customers/programs and product portfolio and book of business, to assess feasibility of volume projections
  • Assessment of target’s business plan and associated financial statement projections for feasibility of attainment
  • Review and advice on Letter of Intent/Term Sheet as it pertains to customer, supplier, financial and operational issues
  • Interim management to take immediate advantage of identified operating savings
  • Transition management assistance in the hiring, training and transition of new staff

Who We Serve

Whitehall serves clients through a variety of channels, based upon the nature of the engagement and guided by the needs and best interest of the client.

  • Manufacturing Industries
    • Automotive OEM & Tier 1
    • Precision Metal Forming
    • Food & Beverage
    • Aerospace
    • Industrial Manufacturing
    • Medical Device
    • Chemical Processing
    • Distribution
    • Plastics
  • Ownership & Senior Management
  • Private Equity Firms & Investors
  • Technology Service Providers
  • Banks and Financial Institutions

Areas of Expertise – Enterprise-Wide Solutions

  • Financial - Reporting, Analysis & Controls
  • Commercial - Marketing, Selling & Distribution
  • Strategic - Analysis Planning & Execution
  • Operational - Evaluating, Implementing & Improving
  • Process Optimization – Lean Process (six sigma)
  • Business Systems - Process & Systems Integration
  • Process Mapping and Technology Integration
  • Supply Chain Mgt. - Procurement, Logistics & Distribution
  • Program Mgt. – Planning & Execution
  • Organization - Cultural Changes, Metrics & Communication
  • Quality Mgt. – Planning & Execution

Our Process- “Action Based” Not Theory Driven

  • Initial Assessment process will quantify and qualify waste and value-added vs. non-value-added activity across the enterprise – we will expose the “hidden opportunities.”
  • Our Enterprise Process Mapping yields an Improvement Roadmap for implementation across our client’s organization.
  • Our Metrics and Accountability Process (MAP) ensures improvements are implemented as planned, and savings are delivered in the short-term and sustained for the long-term.
  • Our Client’s Attainment of the Savings identified is guaranteed, given full client compliance.
  • We are “Action Based” not Theory Driven – assessment and implementation are completed in weeks, not months or years.

Our People- Senior Team, Delivering Results

Serving our clients effectively in today’s economic environment requires experienced staff to lead, manage and deliver on projects. In both assessment and implementation, our practical hands on experience enables Whitehall to actively assume operating roles inside the clients’ organization until the business issues are addressed.

Our pragmatic and hands-on experience enables our Whitehall Group to expedite the assessments an implementations, which is augmented by our staff of consultants and analysts with proven financial and operational (ERP, BI, QMS, MES, SCM, CRM, PLM) skills and are shop-floor savvy; “doers” who take command of projects and deliver results.

Our Team

Our Partners

  • McLean Group - A National, Middle Market Investment Bank.
  • Plex Systems - Software as a Service (SaaS) ERP

We welcome a dialog with you to discuss how our services may be able to provide value. Please feel free to contact Joe Bione or Steve Findlay at 248-519-1072, or visit us at www.whitehallgroupllc.com.

"The Whitehall Group serves our clients through a variety of channels and partnerships, based on the nature of the engagement and the needs of our clients and always in support of bottom line improvements."