PIMFA
The wealth management sector has seen significant market activity in recent years, with M&A transactions taking place at all levels of the market.
FCA and PRA regulated entities in a variety of sectors use consolidation to drive growth, promote innovation or take advantage of cost synergies. Scale and diversification are key drivers in the wealth management sector, and acquisitions can be very helpful in expanding access to specific asset classes, geographical locations, clients, and the expertise of key managers.
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.
Download the guide here