McLean Partnership

Case Studies | Equities – Business Build Out


The McLean Partnership was engaged by a global investment bank to assist in the rapid build out of a new Equity Research department to support this top-rated US franchise.


McLean deployed a dedicated team of four to work on this project, liaising closely with the Head of Research for Europe, his deputy and Human Resource management.

Over the course of three years, McLean delivered forty-five established professional Equity Research Analysts by moving teams from competitor banks and creating new industry teams – taking talented individuals from a variety of institutions with complementary skills sets and cultural fits.

McLean advised management to acquire talent from outside of the banking sector and look directly to industry for key appointments in various sectors such as Aerospace & Defence, Mining and Healthcare. This approach was considered new at the time but has become common practice within the industry in recent years.


The department has built up a strong reputation within Pan-European Equity Research and McLean has now been consistently retained for eight years.

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