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

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.