Concurrent Session Onsite and Online
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?
- 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.
NASBA Field of Study
Business Management & Organization
4-5+ years in the Profession