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Sunday, April 14, 2024

8 Methods to Blow a Good M&A Deal


Mergers and acquisitions are a key a part of many fast-growing advisory corporations’ methods, with offers huge and small getting quite a lot of consideration from researchers, commentators and journalists alike.

In simply the previous few months, for instance, vital offers have been inked by the likes of Cetera, Hightower, LPL Monetary, Mariner Wealth Advisors, Carson Group, Dynasty Monetary Companions and others. Smaller acquisitions are additionally occurring at a fast tempo, business knowledge reveals, and all indicators counsel the M&A push is right here to remain.

That’s one cause why Dynasty Monetary Companions just lately hosted a closed door M&A workshop in New York, the place the agency invited advisors to carry their questions and issues.

In sharing some highlights of the occasion with ThinkAdvisor, Dynasty government Harris Baltch mentioned the standard of the dialogue was incredible — particularly with respect to the honesty about how offers can go flawed. It’s simple to speak concerning the offers that go properly, Baltch famous, but it surely’s additionally essential to know that M&A transactions aren’t at all times profitable, particularly if agency leaders ignore potential pink flags or rush via the dealmaking course of.

See the slideshow for a abstract of eight key errors and challenges attendees recognized on the M&A occasion. By retaining these points in thoughts, advisory agency leaders can enter into the transaction course of with clear eyes concerning the errors that may blow up even a superb deal.

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