The Personal Investment Management & Financial Advice Association (PIMFA)

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In Person
23rd November, 2023
11:00am - 12:00pm
Free

PIMFA Webinar: M&A in Wealth Management: Trends, Challenges and Opportunities

Whether your firm is preparing to acquire or ready to sell, implementing a best practice approach to M&A is very often what separates long-term value creation from value destruction. In this FREE 60-minute webinar discussion, industry advisors Maurice McDonald, Director at Cosegic, alongside Anthony Turner and Andy Peterkin, Partners at the law firm Farrer & Co., specialists in sale and acquisitions, outline the strategic issues...
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Whether your firm is preparing to acquire or ready to sell, implementing a best practice approach to M&A is very often what separates long-term value creation from value destruction.

In this FREE 60-minute webinar discussion, industry advisors Maurice McDonald, Director at Cosegic, alongside Anthony Turner and Andy Peterkin, Partners at the law firm Farrer & Co., specialists in sale and acquisitions, outline the strategic issues PIMFA member firms should know to enable them to realise value from transactions.

Key topics for discussion include:

1. How M&A deals are shaking up the industry.
2. What really support a deal’s price.
3. Making a success of M&A deals.

Maurice McDonald

Director, Wealth Management, Capital Markets
COSEGIC

Anthony Turner

Partner
Farrer & Co

Andy Peterkin

Partner
Farrer & Co

Farrer & Co

Law Firm
Greater London
Host Partner
Farrer & Co is synonymous with the highest quality legal advice and service. We advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the…

Cosegic

Consultants/Regulatory Advisors/Legal/Auditing
Greater London
Host Partner
Cosegic provides assistance with FCA authorisation, SEC registration, ongoing consulting, prudential services, online training and compliance software. We employ over 60 individuals who work together in industry specialist teams, servicing…