Home > 
Knowledge and Insight > M&A Issues

All Articles


M&A Deals Hinge on Advisors' Talent and Fit

Added on February 2015 in M&A Issues
0 visitor like this article | Viewed 114 times | 0 comment

Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.

M&A: The Bulls are Back in Town

Added on February 2015 in M&A Issues
0 visitor like this article | Viewed 118 times | 0 comment

Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.

Asset Gap: Just How Big Is Focus Financial?

Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 101 times | 0 comment

Summary: When a firm in the advisory business refers to assets, it’s widely presumed they mean AUM. Indeed, the SEC has a strict definition of assets under management, which advisory firms must report on their Form ADV.

Part 1: How To Position Your Firm As A Strategic Buyer In 2015

Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 109 times | 0 comment

Summary: While mergers and acquisitions represent an efficient way for firms to achieve growth, finding a ready partner in 2015 will be challenging. Activity in the M&A market heated up in 2014, with no signs of slowing down over the next 12 months.

2014 was biggest year for mergers since 2007

Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 105 times | 0 comment

Summary: The year was one of the best for mergers and acquisitions since the passing of the financial crisis. Some 40,298 transactions — worth nearly $3.5 trillion — were announced worldwide in 2014, according to Thomson Reuters, fulfilling the hopes of an industry that has bet on such a resurgence for some time. It was the biggest year in deals since 2007.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?