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PFP2324 - Recent Developments in the Wealth Management M&A landscape and What Buyers and Sellers Should be Considering

‐ Jun 6, 2023 1:20pm

This session will provide an update on the M&A marketplace in the advisory space. Who are doing the deals and how are they structured?

Learning Objectives:

  • You will come away with an understanding of the volume, type and structure of the recent M&A deals in the wealth management space.
  • You will also learn how different variables impact the valuation of a firm.
  • Additionally, you'll learn what synergies buyers are looking for to make the deal more attractive.





Concurrent Session Onsite and Online

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