The PIMFA Annual M&A Summit 2025
London, EC2A 1BR United Kingdom
Register your interest to attend PIMFA’s M&A Summit HERE
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.
- Buy or sell with confidence: 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 uncover and mitigate any potential risks and liabilities 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 and other key stakeholders in the sector seeking to meet and grow their network of deal referral sources.
Register your interest to attend M&A Summit HERE
Interested in sponsoring PIMFA’s M&A Summit? Reach out to Philip Allen, Head of Learning HERE
Arrival and Registration
Welcome Remarks
Speakers
Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.
She has 30 years financial services experience, 20 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.
She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.
She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.
Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.