Mastering Exit and Investment Strategies in a Shifting Market (part 1)

Master your firm's transition strategy as we dissect the world of exit and investment options for regulated firms. Hosted by Chris Davies, Executive Director at Howden. 

With the expertise of Roderic Rennison, Catalysts LLP, and Alex Canham, Herrington Carmichael LLP, we break down the shift from traditional exit paths to modern strategic options. Whether you're a retiring firm owner or looking to raise capital, this episode offers invaluable insights into navigating the current landscape of mergers and acquisitions in the financial advisory sector.

We delve into the challenges faced by consolidators and discuss how untapped growth potential presents a wealth of opportunity. The conversation moves to the practicalities of business transactions, examining share versus asset sales.

Finally, we tackle the complexities of risk management in mergers and acquisitions, focusing on the interplay between sellers, buyers, and regulatory bodies. By examining insurance strategies and the necessity of professional indemnity, we equip you with the tools needed to manage potential liabilities effectively.

Listen to episode two.

Chapters

• 7:09 Private Equity in Financial Advisory
• 15:08 Evolution of Financial Advisory Transactions
• 18:41 Strategies for Business Succession and Sale
• 25:10 Managing Risks in Financial Advisory
• 32:17 Mitigating Risks in Mergers and Acquisitions