Maddyness UK’s Post

🤫 Want the inside scoop on software M&A? We were in the trenches with our clients all through 2024, navigating a dynamic year shaped by declining interest rates, political uncertainties, evolving investor priorities, and the rise of AI introducing new flavor to dealmaking. ☝️ Now, we're sharing the 5️⃣ most asked questions that emerged from those conversations as well as our recent closings, and key transactions in this sector. Get the insights you need to stay ahead and subscribe to our Software M&A Recap newsletter under Sector Updates at: https://lnkd.in/gyCwUXY3 Tech M&A deal team: Sid Nair, Devon MacMurray, CPA, CA, CFA, Ujjwal Bhati, CPA, CBV, Kristian Paul Fafard, CPA, CFA, CBV, Michael V., Jack Quaglia, CPA, Sid Sethi, MBA #EYCorporateFinanceCA #Technology #MnA #Software

🚀 Are you ready to transform your boutique RIA firm into a future-ready powerhouse? Join us at the "Transforming into a Modern RIA Firm" VCon, where innovation meets strategy in the financial advisory landscape! 🔍 Dive deep into topics like AI integration, strategic financial management, tech optimization, and process efficiency, all tailored to the unique needs of boutique RIA firms. 🤝 Whether you're looking to enhance operational efficiency, explore cutting-edge technologies, or streamline financial processes, this VCon is your gateway to next-level success. Don't miss out on this opportunity to gain invaluable insights from leading industry experts! 🗓 Mark your calendar and stay tuned for more details! 💬 Interested in learning more? Drop a comment below or send us a message! #RIA #FinancialAdvisors #FinTech #Innovation #VCon2024 #BusinessGrowth #Strategy

Clearwater Analytics, a SaaS fintech company, agreed to acquire Enfusion, an investment management SaaS platform provider, for $1.5bn. You can submit deals you were involved with here: https://lnkd.in/d_Firwmh “Today’s announcement is about creating a future where our clients benefit from the synergy of two highly complementary, innovative software leaders, paving the way for a unified, cloud-native front-to-back platform that’s primed to serve institutional investors like never before. We expect to accelerate growth based on our increased right-to-win, higher back-to-base sales, greater presence across key geographies and increased Total Addressable Market. Coupled with our operating rigor and use of Generative AI, we have high confidence that we can drive meaningfully improved unit economics at Enfusion while also growing its emerging managed services business. Most importantly, this acquisition enables seamless data management from the front office to the back office, unlocking powerful network effects that amplify client value,” Sandeep Sahai, Clearwater Analytics CEO. Enfusion (led by Oleg Movchan) is advised by Goldman Sachs, Dechert LLP and Goodwin (led by Gregg Katz, Joshua Zachariah, James Ding, Sarah Bock, Andrew Lacy, John Goheen, Eram Khan, Deborah Birnbach, Steve Charkoudian, Alexander Flynn-Tabloff, Alex Apostolopoulos, Justin Pierce and Jacqueline Klosek). Clearwater Analytics (led by Sandeep Sahai) is advised by J.P. Morgan and Kirkland & Ellis (led by Costa Skarvelis, Marshall Shaffer, Jimin He, Judson Oswald, Andrew Hurley, Ross Leff, Christie Mok, Sara Zablotney, Joseph Tootle, Michael Krasnovsky, Anthony Ji and Daniel Yip). Debt financing is provided by J.P. Morgan. #MergersAcquisitionsDivestitures #FinTech #Software

✨What Really Drives Software Company Value in the AI Era? The landscape of software valuations is shifting. While AI capabilities are becoming table stakes, traditional metrics like profitability and growth still matter - but which ones matter most? Join MGI Research analysts Igor Stenmark and Andrew Dailey for a webinar on Thursday, November 21 at 8am PT / 11am ET / 5pm CET / 8:30 pm IST for an essential discussion on what truly drives software company value in today's market. Key Issues: 📊 Which metrics matter most: Growth, profitability, or AI capabilities? 🚀 Will the IPO window open for software companies in 2025? 🛣️ How are late-stage companies planning their exits? 🔎 What's the outlook for software M&A activity? Essential insights for: * Software Company CEOs, CFOs, Boards of Directors * Corporate Development Teams * Investment Bankers * Private Equity Investors * Venture Capital Partners * Institutional Investors #SaaS #EnterpriseSoftware #GenAI #GenerativeAI #ArtificialIntelligence #AI #Valuation Reserve your place https://ow.ly/hhgp50U5wxM

✨What Really Drives Software Company Value in the AI Era? 📈📉The landscape of software valuations is shifting. While AI capabilities are becoming table stakes, traditional metrics like profitability and growth still matter - but which ones matter most? Join MGI Research for a webinar on Thursday, November 21 at 8am PT / 11am ET / 5pm CET / 8:30 pm IST for an essential discussion on what truly drives software company value in today's market. Key Issues: 📊 Which metrics matter most: Growth, profitability, or AI capabilities? 🚀 Will the IPO window open for software companies in 2025? 🛣️ How are late-stage companies planning their exits? 🔎 What's the outlook for software M&A activity? Essential insights for: * Software Company CEOs, CFOs, Boards of Directors * Corporate Development Teams * Investment Bankers * Private Equity Investors * Venture Capital Partners * Institutional Investors Reserve your place https://ow.ly/hhgp50U5wxM

Acuity Knowledge Partners Marks a Year of Change, Driven by Organic Growth and M&A as Its Global Client Base Expands to 650 Firms - on #IndianConvention Acuity Knowledge Partners (Acuity), a leading provider of bespoke research, data management, analytics, talent and technology solutions to the financial services industry, has marked 18 months of majority ownership by funds managed by Permira with a period that has seen further, sustained growth. Acuity has added over 100 new clients across key markets, and expanded many existing client relationships over the past year. This is in addition to investing in strategic initiatives to further strengthen its market position and enhance its service offerings for its customers.   With a presence now spanning the United States, the United Kingdom, […] - https://lnkd.in/g8vnvKiG 𝗖𝗹𝗶𝗰𝗸 𝘁𝗼 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 - https://lnkd.in/gsYmD_BZ 𝗙𝗼𝗿 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗺𝗮𝗮𝗻 𝗧𝗮𝗾𝘃𝗶 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗶𝗻 - https://lnkd.in/gesgd2Sj +91 7275859841

Emerging technologies like #GenAI are set to transform deal-making practices in the years ahead. In our survey, over half the respondents are currently using or plan to use GenAI in the M&A process, with #deal #strategy and structuring as key areas of focus. What are the other potential benefits of #generativeAI in M&A? #KPMGValueCreation #KPMGDeals #KPMGElevate

🔊 𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗮𝗹𝗹 𝗼𝘂𝗿 InvestOps 𝗺𝗲𝗺𝗯𝗲𝗿𝘀! Please make sure you get our 2025 annual industry report: https://lnkd.in/d2W2gZir Access your free copy here and learn how you compare against 𝟮𝟬𝟬 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘀 𝗼𝗳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 and similar across APAC, EMEA, and North America. Here is a snapshot of the different chapters: 🟠 Methodology 🟠 Executive Summary 🟠 Part One: Operational efficiency: still the strategic focus 🟠 Part Two: The data (r)evolution 🟠 Part Three: Beyond resilience in operating models 🟠 Part Four: A unified approach to portfolio management 🟠 Part Five: Focus on core business 🟠 Part Six: Unlocking AI’s potential in investment management 🟠 Conclusion 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱?? https://lnkd.in/d2W2gZir Access our (FREE) 2025 report and learn what the present and future of our industry look like. Do not miss out!

I had the privilege of hosting an industry panel to discuss a critical topic that will shape the future of wealth and asset management industry “How can technology help to better serve the customers while role of Advisor evolves with Artificial Intelligence”.   Building on the perspectives of the panelists and insights from our latest industry publication “https://lnkd.in/gpuMb5JT", four key take aways: 1. “60-70% of managed wealth across affluent and early HNWI customers are expected to transition to digital wealth platforms by 2030 while the UHNWI segments will continue with RM led high touch engagement - Voice of the Panelists". How Incumbents and WealthTechs are preparing to serve wealth in motion- collaboration or competition? 2. With the increasing adoption of digital wealth platforms, customers are willing to pay only “10-20% of the standard wealth management advisory fees (provided by Incumbents) for a pure digital wealth platform”. How can Incumbents manage Price to Value? 3. "Role of Advisor is evolving into that of an orchestrator while digital RM cockpit" is of utmost importance to drive efficiency and productivity. How are incumbents adopting AI – siloed or collaborative approach? 4. Wealth Management: # Empathy, # Trust, # Pricing, # Investment performance   Congratulations to Gregory Van, Samuel Rhee and the #Endowus Team for a fantastic event. #McKinseyMcKinsey & Company#WealthManagement#DigitalWealth#RMDigitalCockpit 

🌟 𝐒𝐏𝐎𝐓𝐋𝐈𝐆𝐇𝐓 𝐎𝐍 𝐒𝐘𝐍𝐓𝐄𝐋𝐋𝐈𝐆𝐄𝐍𝐂𝐄 🌟 Syntelligence, this venture is built on 20 years of experience creating specialized business units designed to meet the unique and complex needs of the Wealth Management and Business Valuation industries. Over the last few years, we’ve taken Syntelligence global, from the US to Australia to Singapore. At Syntelligence Fintech, our mission is clear: To provide our clients with the 𝐛𝐞𝐬𝐭 𝐭𝐚𝐥𝐞𝐧𝐭 and the most cohesive and 𝐟𝐨𝐫𝐰𝐚𝐫𝐝-𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐭𝐞𝐚𝐦𝐬 and partnerships. We pride ourselves on creating a 𝐥𝐚𝐬𝐭𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 for our clients and their customers. By making every interaction with us 𝐬𝐦𝐨𝐨𝐭𝐡, 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭, 𝐚𝐧𝐝 𝐬𝐮𝐩𝐞𝐫𝐢𝐨𝐫 𝐢𝐧 𝐪𝐮𝐚𝐥𝐢𝐭𝐲. We ensure we are always 𝐚𝐡𝐞𝐚𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐮𝐫𝐯𝐞 and ready to adapt to any client ecosystem quickly. Less than 7 𝐝𝐚𝐲𝐬 of onboarding and getting started seamlessly. Our services range from: - Financial Advisor Support  - Business Valuation Support - Financial Planning and Analysis  - Data Visualisation and pitchdecks But what truly sets us apart? Our client's successes are what drive us. Some shout-outs from them: - How BVFLs use our team to scale their businesses. - How Business brokers rely on our team to create detailed plans and predictions for special projects, which helps secure funding for their clients. - Long-term partners who view us as pivotal to their growth. So, whether you've heard of us at a conference, or worked with us directly, you know that Syntelligence is more than just a service provider. We are a partner. We're here not just to do business but to make a profound impact. Feel free to connect with me here on LinkedIn or send an email to mshah@syntelligencefintech.com. #syntelligencefintech #businessvaluation #financialplanning