McLean was approached to help advise the board of a UK mid-market investment bank, on identifying and evaluating potential acquisition targets for their business.
After completing a thorough analysis, we approached the Chair and major shareholder of the preferred target and facilitated initial discussions between them.
Before the meeting between the two, both sides held misinformed and cautious views towards one another, but with the help of the team, McLean successfully reframed those views and enabled the talks to start from a more positive and open-minded place. This led to the successful merger in 2024, creating the largest Stockbroker in the UK, by the number of listed corporate clients.
