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
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This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.
