PIMFA
Annual M&A Summit
Date: Thursday 18th September 2025
Timings: 12:00-18:00
Fees: A free, invite only event
At PIMFA’s Mergers & Acquisitions (M&A) Summit, we set the stage for regulators, consolidators, sellers, private equity firms, and leading authorities in M&A to converge in one place to stay right up to date with the current deal environment and understand at a deeper level key drivers that will impact market consolidation over the coming year.
Register your interest to attend PIMFA’s M&A Summit HERE
Agenda:
12:00 – 12:30 – Arrival & Lunch
12:30 – 12:45 – Welcome Remarks – Liz Field, Chief Executive, PIMFA
12:45 – 13:05 – Keynote Presentation -Tom Reader, Head of Client Solutions, Asset Management, EMEA & APAC, SEI
13:05 – 13:35 – Fireside Chat: Consolidation in Wealth Management: Value Creation or Value Erosion? -Caroline Deutsch, Head of UK/EMEA Marketing, SEI, in conversation with:
Gilly Green, Founder, Business Advisor & Mentor, FoxRed Insights
Donald Reid, NED & Business Advisor, Solve Partners)
13:35 – 13:55 – Presentation: Successful Deal Execution – Emily Jamieson, Senior Counsel, Farrer & Co.
13:55 – 14:35 – Fireside Chat: Beyond the Price Tag: Structuring Wealth Management M&A for Long-Term Value – Jon Haley, Partner, Farrer & Co., in conversation with:
Stefan Fura, CEO, Superbia Group
Graham Nicoll, Director of Wealth, Succession Wealth)
14:35 – 14:45 – Coffee Break
14:45 – 15:05 – Presentation: Improving and Advancing M&A Due Diligence Methods – Simon Goryl, Advisory Director, Square 4
15:05 – 15:45 – Panel: What are We Not Talking About? – Simon Goryl, Advisory Director, Square 4, in conversation with:
Kieran Lawton, Senior Investment Director, Palatine PE & Board Member, My Pension Expert
Roderic Rennison, Partner, Catalyst
Angela Toner, Corporate Finance Partner, RSM)
15:45 – 15:55 – Coffee Break
15:55 – 16:05 – Keynote Speech: The Regulator’s view -Laura Dawes, Director of Authorisations, Financial Conduct Authority (FCA)
16:05 – 16:35 – Fireside Chat: Q&A with the FCA -Daniel Jones, Head of Mergers & Acquisitions, Succession Wealth in conversation with:
Katherine Browne, Head of Department, Authorisations, Financial Conduct Authority (FCA)
Laura Dawes, Director of Authorisations, Financial Conduct Authority (FCA)
16:35 – 17:10 – Panel: Preparing for what comes next -Simon Harrington, Head of Public Affairs, PIMFA, in conversation with:
Gillian Hepburn, Commercial Director, Benchmark Capital
Steve McNicol, Chief Development Officer, Fairstone
Joanne Swain, Chief Risk Officer, Clifton Asset Management
17:10 – 17:15 – Closing Remarks– Simon Harrington, Head of Public Affairs, PIMFA
17:15 – 18:00 – Networking Drinks
Why Attend?
Get the inside track
We are witnessing a fundamental shift in the advice market. Regulators, acquirers and sellers are faced with a multitude of challenges and opportunities. Find out how they’re responding and reacting at the M&A Summit.
Maximise deal value
Discover from SEI how to build a comprehensive IT integration plan to ensure your firm reaps the benefits of a merger.
Find answers
Grasp from legal experts Farrer & Co. how to maximise value at each stage of the M&A deal cycle.
Avoid due diligence pitfalls
Learn from Square 4 partners how acquirers and sellers can conduct enhanced due diligence to maximise the value for every deal better and avoid greater regulatory scrutiny.
Who Should Attend?
- CEOs, managing directors, finance directors, and M&A leaders of acquiring firms who want to meet their buyer network face-to-face in a confidential environment, including corporate acquirers, private equity, sellers, and more.
- Financial Advisors looking to gain vital information to help make an informed decision on how to sell their business.
- Private equity investors, legal professionals, and other key stakeholders in the sector seeking to meet and grow their network of deal referral sources.