A merger may look great on paper. Each firm has unique strengths which could produce a competitive powerhouse. But look for red flags.
Identifying the Intangibles that Could Derail a Promising Merger
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How Mutual Fund Adoptions Help Asset Managers Focus and Grow
Some fund managers have found success by joining companies with extensive distribution and well-planned marketing strategies.
M&A: The Price of Overpaying for Past Performance
How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance.
Creating the “Billions” Impression to Prospective Buyers
Billions is an over-the-top soap opera about two alpha males who run a successful hedge fund. If you are looking to sell your fund, take these steps to create a Billion positive impressions.
With M&A on the Rise, Firms Face Data and Content Challenges
Consolidation has caused asset managers to rethink how to integrate systems, data, and compliance. What lessons are they learning? Synthesis Technology’s CEO, John Toepfer, shared his insight with MFWire.com.
Brad Hearsh: What’s Driving Asset Manager M&A Valuations?
M&A has become a great growth (and exit) strategy for fund managers. Brad Hearsh, senior advisor at UBS, provided insight into consolidation and what’s driving valuations.