The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics
Loading Events
In Person
24th September, 2024
06:30pm - 08:00pm

The PIMFA M&A Roundtable Dinner

Join senior leaders and industry experts at the PIMFA M&A Roundtable Dinner for an exclusive evening of discussion on the latest trends, challenges, and opportunities in mergers and acquisitions.

The PIMFA Mergers and Acquisitions dinner is an opportunity for PIMFA members to gain valuable insight into the current M&A landscape impacting and effecting the sector. M&A experts from Farrer & Co. and Thistle Initiatives provide firm’s with an update on the current deal environment and what we can expect to see over the coming year.

Benefits for attending:

1. Hear insights into M&A trends, how they have changed and what’s expected to drive M&A activity this year.
2. Learn how to successfully navigate a deal process in the current environment.
3. Further your knowledge on the key due diligence activities in a merger and acquisition transaction.
4. Learn why some mergers and acquisitions fail and how to avoid the pitfalls.

Who should attend:

This is an invite only roundtable of PIMFA member firms with the following job titles:

• CEOs, managing directors and owners
• Finance directors and senior managers
• Finance and commercial team leaders

You may also be interested in

Mergers & Acquisitions

Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice...
Join PIMFA on 3 December for a post-Budget webinar exploring what the Chancellor’s announcements mean for our sector. Gain practical insights into key fiscal measures, their impact on firms and…
Free
Date & Time: 03rd Dec 2025 (11:00) - 03rd Dec 2025 (12:00)
Location: Virtual

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.