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M&A Deals Hinge on Advisors' Talent and Fit

Added on February 2015 in M&A Issues
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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
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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
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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
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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
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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.

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