The PIMFA Annual M&A Summit 2025
At PIMFA’s Mergers & Acquisitions (M&A) Summit, we set the stage for 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.
SEI -
1st Floor, Alphabeta, 14-18 Finsbury Square
London, EC2A 1BR United Kingdom
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
M&A Summit 2025
Event Day
Category Filter
M&A Summit 2025
12:00 - 18:30
Arrival and Registration
12:00 - 12:30
Welcome Remarks
12:30 - 12:45
Growing via Consolidation: Insights on Acquisition Drivers and Successful Strategies for Growth
12:45 - 13:05
Fireside Chat: Growing via Consolidation: Insights on Acquisition Drivers and Successful Strategies for Growth
13:05 - 13:35
Presentation: Wealth Management M&A: Successful Deal Execution
13:35 - 14:35
Presentation: Beyond the Price Tag: Structuring Wealth Management M&A for Long-Term Value
13:55 - 14:35
Comfort Break
14:35 - 14:45
Presentation: Improving and Advancing M&A Due Diligence Methods
14:45 - 15:05
Panel Discussion: What are We Not Talking About?
15:05 - 15:45
Comfort Break
15:45 - 15:55
Presentation: The Regulator's view
15:55 - 16:05
Fireside Chat: Q&A with the FCA
16:05 - 16:35
Panel Discussion: Preparing for what comes next
16:35 - 17:10
Closing Remarks
17:10 - 17:15
Networking Drinks
17:15 - 18:30
SEI Investments (Europe) Ltd
Outsourcing Provider/Third Party Administrator
Contributing Sponsor
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more…
Square4 Consulting
Consultants/Regulatory Advisors/Legal/Auditing
Contributing Sponsor
Square 4 was founded with the vision to support people and businesses grow and thrive.
Our founding values promote innovation, effective communication, collaboration, and a relentless pursuit of exceptional outcomes.…
Farrer & Co
Law Firm
Contributing Sponsor
Farrer & Co has market-leading expertise in complex, high-value transactional and advisory work for a wide range of financial institutions. We offer deep and comprehensive expertise tailored to the needs…
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