The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

Why M&A goes wrong

In this FREE 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.

In this FREE 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.

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.

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

You may also be interested in

Mergers & Acquisitions

Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice...
The UK wealth and advice sector has just completed one of its most active years for consolidation — with valuations recalibrating, integration challenges testing leadership, and private equity continuing to…
Free
Date & Time: 21st Jan 2026 (8:15) - 21st Jan 2026 (10:30)
Location: Farrer & Co

Domain Checker

If you are unsure whether you belong to a PIMFA member firm, please use our Domain Checker to check.