The Personal Investment Management & Financial Advice Association (PIMFA)

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In Person
18th September, 2025
10:00am - 05:00pm

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

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 

SEI Investments (Europe) Ltd

Outsourcing Provider/Third Party Administrator
Greater London
Contributing Sponsor
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SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals,…

Square4 Consulting

Consultants/Regulatory Advisors/Legal/Auditing
Greater London
Contributing Sponsor
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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
Greater London
Contributing Sponsor
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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…

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