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Innovation in wealth management M&A keeps on coming. A few weeks ago Mariner acquired the M&A shop Woodbridge International. Then Cerity Partners announced its merger with the VC shop Touchdown Ventures. Now Merchant Investment Management is taking a minority stake in Republic Capital Group, and The AmeriFlex Group® created a platform that cuts out middlemen. Merchant and Republic are both prominent players in wealth management dealmaking in their own rights, so the investment has the potential to help accelerate the pace of RIA M&A. Meanwhile The AmeriFlex Group’s Advisor Transition Network may appeal to buyers and sellers that prefer to minimize the involvement of third-party players. Nobody can legitimately claim that RIA owners lack options for how to pursue M&A deals. If anything, so many choices abound that RIA owners may start to need as much guidance on the types of deals available to them as they need guidance on when to go to market and how to achieve good deal terms. Doing that extra work could unlock even more value for the industry.

🎉 Exciting news for the Australian M&A industry! 📈 PwC Australia has just released their latest report on the Australian Mergers and Acquisitions Outlook. 🔍 The report provides valuable insights into the current state of the industry and what we can expect in the coming months. 👉 Check it out here: https://lnkd.in/gcdwd3Ki 🤝 Let's stay ahead of the game! #M&A #IndustryInsights #PwCAustralia #Tech, #deals https://lnkd.in/gcdwd3Ki

The over $15 billion in client assets across four M&A transactions that Wealth Solutions Report covers this week suggests that deal flow remains healthy in the second quarter of 2024. The Sanctuary Wealth deal is especially interesting because it shows that even fast growing and tech-savvy platforms such as tru Independence are open to the right partner under the proper circumstances. Meanwhile, amid all this M&A activity, there are firms such as Regent Peak Wealth Advisors, which has doubled its assets to over $600 million since breaking away from Merrill Lynch and becoming an independent RIA five years ago. What’s more, it’s done so largely organically and without M&A by continually enhancing its client service model though industry partnerships. Although some successful RIAs may never sell to larger players, would-be buyers should keep them on their radar. Since the best M&A deals occur between buyers and sellers that are more than the sum of their parts, it’s definitely worth identifying innovators early. It might even be a good idea to begin outreach early, too. You never know who’s open to a deal, until you ask. #wealthmanagement #financialadvisors #mergers

In the M&A world, dealmakers are cautiously optimistic and believe that there will be more opportunities for mergers and acquisitions over the next 12 months despite headwinds in the capital markets space. M&A professionals are also looking to leverage technology (AI primarily) to better qualify deals and enhance decision making. In the homebuilding world, M&A activity is already picking up in 2024. According to John Burns Research and Consulting, there are already 5 closed M&A transactions and two announced transactions from homebuilders. There are several reasons for the continued growth in M&A this year including strong balance sheets from public builders and the need for market share growth, lot supply constraints and low resale supply fueling new construction growth. What are your thoughts on the projected growth in the M&A space for CRE and homebuilders over the next 12 months? John Burns Research and Consulting report: https://lnkd.in/gkJxVBud #realestate #realestatedevelopment #finance #development

The M&A landscape is evolving with unique challenges and opportunities. Despite recent declines in global M&A activity, experts remain cautiously optimistic. Melvyn Threatt-Peters II, DAK Director, partners with fellow bankers in this recent article by Opus Connect. They highlight current trends favoring less regulated, recurring revenue businesses and interest in regulated sectors like healthcare, industrials, and tech. Read more: https://bit.ly/4bWzn85 #middlemarket #mergers #acquisitions #dealmaking #sellside #buyside #sellingabusiness #owningabusiness #businessowners #businessdevelopment #investmentbanking

M&A is never as easy as it looks on paper, and when integration and culture aren’t properly considered, these acquisitions can turn negative very quickly. Thank you Forbes for sharing some of my views on the subject!

"Very often, the evaluation of past performance is a misleading compass of future potential." To read more insights on successful M&A deals from me and other experts, check out the article below 👇

In 2023, we saw equity market valuations hit hard resulting in an increased appetite for takeover activity, with public companies trading at attractive valuations and becoming the targets of private capital. As we look ahead to what lies in store for the rest of 2024, we see this trend continuing, with schemes of arrangement seeming to be the preferred transaction structure. #mergers #acquisions #equitycapitalmarkets #helpingshapenewzealandsfuture #MAForecast2024

Kaman Corporation announced that it has entered into a definitive agreement to be acquired by Arcline Investment Management, L.P. (Arcline), a growth-oriented private equity firm with deep experience investing in technology-driven, meaningful-to-the-world industrial businesses, in an all-cash transaction with a total enterprise value of approximately $1.8 billion. Upon completion of the transaction, Kaman will become a privately held company. Under the terms of the agreement, Kaman shareholders will receive $46 per share in cash. The per share purchase price represents a premium of approximately 105 percent over Kaman’s closing share price on January 18, 2024, the last full trading day prior to the transaction announcement, and a premium of approximately 110 percent over the volume weighted average price (VWAP) of Kaman common stock for the 90 days ending January 18, 2024. “Following robust engagement with Arcline and careful evaluation of other potential value creation opportunities, we are pleased to have reached this agreement,” said Ian Walsh, Kaman chairman, president and chief executive officer. “Given the rigorous review of alternatives we recently completed, we are confident this transaction maximizes value for shareholders and is in the best interest of Kaman as well as our employees, customers and other stakeholders.” Walsh continued, “Over the last several quarters, we have made significant progress executing our strategy by transforming our portfolio, through investing in innovation, pivoting to new growth technologies, and optimizing the Company’s cost structure. Arcline recognizes the strength of Kaman’s leadership and team, product portfolio and outstanding employees, and we look forward to benefitting from increased resources, expertise and flexibility as a private company post-closing. We thank Kaman’s many valued employees for helping us reach this important milestone in the Company’s history.” Arcline said: “We have tremendous respect and admiration for Kaman’s team, history, and its portfolio of brands. Kaman has long been a trusted solutions provider of engineered components and subsystems to mission-critical markets, and we believe the Company is in a strong position to grow and benefit from attractive tailwinds. We look forward to working closely with Ian and the rest of the talented Kaman team to drive further growth through accelerated investments in both new product development and strategic acquisitions.” #avfoilnews #aviation #investment

Macquarie has agreed to acquire Wavenet for £1.2 billion, marking a significant move in the telecommunications industry. This acquisition is expected to boost Wavenet’s capabilities in delivering unified communications services. By expanding its portfolio, Wavenet will continue providing cutting-edge solutions to businesses across the UK. The deal also highlights Macquarie’s commitment to investing in digital infrastructure. https://lnkd.in/gfp-BbJM #Telecom #Macquarie #Wavenet #UnifiedCommunications #DigitalInfrastructure #BusinessGrowth #Acquisition #TechInvestment #UKBusiness #DigitalTransformation #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday