PIMFA
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. In this 60-minute webinar, our panel remove the veil and offers a deep dive look into the regulatory hurdles, post-merger complexities and common due diligence failings that threaten to scupper mergers and acquisitions in the UK’s wealth management sector.
Key discussion topics include:
- Cultural integration failures
- Overvaluation of assets
- Inadequate due diligence processes, which often undermine potential synergies
By attending this webinar, you’ll learn:
- What jeopardises M&A deals in 2025
- How regulatory change can impact deals
- How to improve your chance of a successful M&A deal
- The key M&A deal evaluation metrics that really matter
- How to develop and execute a robust post-merger integration plan
More about Anthony Turner
Anthony Turner is a partner in the Corporate team at Farrer & Co. Anthony has extensive experience advising on transactions in the investment management, fintech and broader financial services sector.
His practice covers mergers and acquisitions, acting on both buy and sell-side, solvent restructurings, investments and joint ventures. Anthony is recognised as a financial services specialist in Legal 500.
More about Simon Goryl
Simon is the Advisory Director at Square 4 and supports firms across financial services with regulatory change; risk management; governance and controls design and implementation; strategy, policy and process development.
Simon has a wealth of experience leading advisory teams across all financial services verticals and has led and implemented various significant regulatory change projects.
