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...

Targeted Support, Targeted Deals: The New Advice Regime & M&A

In this episode, PIMFA’s Philip Allen and Sunil Samani, Associate Director at LAVA Advisory Partners, unpack how the FCA’s new...
16/10/2025

PIMFA Queries Compendium

Shared Type: Shared
Published: February 4, 2026
Enjoying our website? Email us anytime with your feedback!