The McLean Group is Now a 100% Employee-Owned Company

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As The McLean Group celebrates its 20th anniversary, it transitions to an Employee Stock Ownership Plan

The McLean Group, a 20-year old investment bank that provides merger and acquisition (M&A), corporate finance and business valuation services, is pleased to announce that it is now a 100% employee-owned company through the execution of an Employee Stock Ownership Plan (ESOP).

This transaction will provide the foundation for the firm’s continued growth for the next 20 years and beyond:

CLIENT-FOCUSED CULTURE – By utilizing the ESOP’s equity incentives to reward the firm’s entire team for long-term growth, our clients will continue to benefit from our commitment to provide the highest levels of client service, process strategy and execution.

TALENT – The McLean Group boasts industry-leading stability, with long-tenured professionals who possess deep institutional knowledge and experience. The ESOP provides another retention and recruiting tool that will continue to build the firm’s leading pool of experience and talent at all levels.

GROWTH – The ESOP’s tax efficient structure creates additional capital to further fuel the company’s growth through the continued expansion of capabilities and practice areas, including the exploration of opportunities for strategic acquisitions.

An ESOP is a benefit plan designed to provide employees with an ownership stake in the company. It is a long-term plan, that rewards employees for remaining with the company and growing it over time. Recent studies by the National Center for Employee Ownership (NCEO) report that ESOP employees are, on average, more client-service-oriented and more productive than comparable non ESOP-owned company employees.

As merger and acquisition advisors, The McLean Group is well-acquainted with the specific advantages that an ESOP can provide. In addition to advising on traditional M&A transactions, The McLean Group has substantial ESOP advisory experience that includes the creation and sale of ESOP-owned companies and the performance of valuation services for ESOP trustees.

ABOUT THE MCLEAN GROUP

The McLean Group is a leading investment bank that provides objective strategic and financial advice on mergers and acquisitions and business valuations. Our investment banking advisory and valuation services are built on comprehensive industry knowledge, extensive transaction experience, senior-level attention to every client engagement, and a real-time understanding of industry-specific value drivers. By partnering with clients and providing strategic advice through every phase of a company’s development, The McLean Group is uniquely positioned to support our clients’ long-term success.

Through a dedicated business valuation practice, we provide a comprehensive offering of objective valuation services, including financial security and intangible asset valuations for a variety of transaction, financial reporting, and tax purposes. We advise boards of directors, investors, trustees, and other corporate leaders on a range of issues, and render valuation opinions for equity inventive plans, ESOPs, fairness opinions, estate and gift tax valuations, intangible asset valuations, and litigation support.

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Katie Merchent
@McLeanGroup
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