PIMFA
M&A activity continues to reshape wealth management and financial advice.
But what does future hold? Will the prevailing trend of consolidation in the financial advice industry continue? Will evolving regulation threaten to stifle deals? Will the market continue to provide attractive opportunities for companies looking to grow?
Whatever the question, we have the answers.
PIMFA, in partnership with technology specialists SEI, law firm Farrer & Co. and advisory firm Square 4, brings together, in a series of dinners, invite-only events, live webinars and podcasts scheduled over 12 months, regulators, acquirers, sellers, and PE firms to help you cut through the M&A noise and uncover the key trends, challenges, and factors shaping the M&A space in Wealth Management.
Be in the know about PIMFA’s M&A offering
“PIMFA M&A programme offers the sector a terrific opportunity to connect with first-rate individuals, gather new ideas, and trigger some powerful lateral thinking. Time well spent!”
“PIMFA M&A programme offers the sector a terrific opportunity to connect with first-rate individuals, gather new ideas, and trigger some powerful lateral thinking. Time well spent!”
Anthony Turner, Partner, Farrer & Co.
What is the PIMFA M&A Programme?
Summit
Consolidation is changing the advice sector. It’s not enough to keep up with the pace. Join us at The Summit and stay ahead of the curve as we dissect current challenges with top experts and leading authorities, explore new opportunities, and define what is on the M&A horizon.
Dinner
Our invite-only M&A dinner are for senior managers and business leaders who seek a private, off-the-record space to develop their thinking and tackle critical issues concerning M&A.
Webinars
Sign up for PIMFA’s schedule of live webinars to receive actionable takeaways and essential insights delivered by experts on every stage of the M&A deal cycle.
Thought Leadership
Consume the latest insights on M&A, how and when you want. Together with our partners SEI, Farrer & Co., and Square 4, our webinars, podcasts, research findings and insight papers will leave you with a clear path forward in this fast-changing environment.
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