Stephen R. McGee

“Stephen’s technical capabilities are a given. His unique talent for understanding private business owners’ objectives makes him a world class advisor.”

Stephen R Mcgee Casual


Stephen has advised privately-held companies on their strategic alternatives for over twenty years. He is a passionate advocate for his clients and the outcomes they are striving to achieve. Born and raised in Liverpool, England, Stephen began his career at Arthur Andersen & Co. after graduating from Bristol University with a degree in Economics. After qualifying as a Chartered Accountant he decided to specialize in mergers & acquisitions. In 1995, Stephen joined Grant Thornton LLP, and in 1998 he came to Boston, MA, to help launch an M&A advisory practice for them in the United States, ultimately leading this division as their National Practice Leader.

Stephen lives in Boxford, MA with his wife, son and two dogs. Stephen is an avid runner with seventeen marathons to his credit. Ten of these have been in the Boston Marathon for the Dana-Farber Marathon Challenge Team, raising over $150,000 to support cancer research. When not running, he can often be found on the golf course.

Stephen has served as a Board Member of the Boston Chapter of the Association for Corporate Growth (ACG), Boston Chapter of The Entrepreneurship Institute, and Dana-Farber Marathon Challenge. He is also a member of the Institute of Chartered Accountants in England and Wales. Stephen is FINRA licensed Series 24, 28, 62, 63, 79, 99.

Character Strengths

  • Fairness, equity and justice
  • Industry, diligence, and perseverance
  • Citizenship, teamwork, and loyalty
  • Judgment, critical thinking, and open-mindedness
  • Curiosity and interest in the world