We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth.
Your webinar invitation
Merger & Acquisitions (M&A): an outlook for the IFA market
Tuesday 27th February 10-11:30
Daniel Jones, Succession Wealth
Daniel is Succession’s new Head of M&A. He has been involved in all aspects of Wealth Management M&A for going on 9 years; starting at a small sell side brokerage, Daniel then moved on to run his own brokerage for over four years before joining PwC’s FSLA team, where he led the team’s AWM offering advising clients on both the buy and sell side.
Sophie Colloby, Dow Schofield Watts
Sophie joined Dow Schofield Watts Transaction Services LLP in April 2017 as a Partner in the Yorkshire and North East practice.
She has provided specialist financial due diligence and transaction related services since 2003. Sophie’s extensive experience includes advising corporates, entrepreneurs, finance providers and private equity funds, across a range of industries and transaction types including buyside, sell side and vendor assistance. She has extensive credentials in the consumer products, industrials, technology and real estate sectors.
Keith Brown, Wealth Holdings
Keith is CEO at Wealth Holdings. He is a performance-driven individual who likes to drive change, working collaboratively as part of a team.
He is an experienced financial services professional, having worked in the sector for almost 30 years as a Planner, Business Owner and Managing Director. Keith has held senior management and board positions including Group Training Director, National Operations Director and Head of Business Development for one of the fastest growing independent wealth management companies in the UK. He has worked as part of a team to complete over 50 acquisition and integration projects and has had strategic responsibility for planning and implementation of integration activity and processes.
Kayleigh Fox, Wealth Holdings
Kayleigh has over 10 years’ experience in financial services having worked in the UK and abroad. With a combination of excellent communication skills, organisation and a background that covers administration, compliance and as a mortgage broker she is well placed to support firms through the sale of their business. A fearlessly self-motivated, reliable, and confident person who thrives under pressure with excellent communication skills. Kayleigh will be liaising with all our partners at Clifton Media and IFA Magazine as well as clients to help with the next steps in their career.
Some of the key topics to be addressed on the day include:
- An outlook for the M&A market in 2024.
- How can sellers maximise their exit value, and what do sellers need to be aware of when starting their journey towards an exit?
- Where can IFAs find the perfect deal to suit their company?
- How far in advance of a transaction might it be sensible to start preparing/why is it worth my time preparing?
- Why is it that potential acquirers need different information/data to make a decision to buy a business?
- What is financial DD trying to achieve after buyer and seller have already agreed a deal?
