PIMFA
Resources
Navigating the complexities of M&A in the advice sector requires expert guidance and comprehensive resources. On this page, you have access to an ever-green library of podcast interviews, on-demand webinars, blogs, and insight papers needed for successful transactions.
Our M&A resources tap into the breadth and depth of M&A knowledge provided FREE by our sponsors, technology providers SEI, legal experts Farrer & Co. and due diligence consultants Square 4.
We’ve set the stage for our sponsors to share their M&A stories, learnings, and unique perspectives, but we very much welcome your ideas on M&A topics you would like our experts to cover. So, please drop us an email with your suggestions HERE.
Team moves vs M&A in wealth management: strategic and legal considerations
Anthony Turner and David Hunt of Farrer & Co discuss the strategic & legal considerations M&A in wealth management.
PIMFA Webinar -Why M&A goes wrong
In this PIMFA webinar we discuss what happens when M&A deals in the wealth sector just fall off the rails, don’t go to plan, or just never happen? No one talks about it, but they should.
Wealth Management M&A – A guide to maximizing value in transactions
In this guide, Farrer & Co look at a variety of aspects in M&A transactions which can affect value, for buyer or seller, and propose ways of addressing these in the commercial terms to enhance value.
Strategic M&A in wealth management: trends and best practices
Simon Ward, Anthony Turner, Jesssica Reed, Emily Jamieson and Charlie Court of Farrer & Co discuss strategic M&A in wealth management.