Host: Jason Langan, partner, Deloitte & Touche LLP
As banking and capital markets organizations begin to recover from COVID-19’s financial and operational impacts, they will likely need time to reset and reimagine their inorganic growth strategies for the “next normal.” However, potential exists for 2021 to be a record year for M&A activity. We’ll discuss:
- A review of 2020 M&A developments
- M&A activity for sectors such as investment and wealth management, fintech, and payments
- Trends and drivers for 2021 M&A activity
Meet the speakers
Jason, a partner with Deloitte & Touche LLP, is the East region managing partner of Merger & Acquisition Transaction Services practice and Deloitte’s National M&A Industry leader for Financial Services. Jason has more than 20 years of experience in financial services, with the last 12 years dedicated to M&A. He has experience providing a wide array of transaction advisory services, including financial due diligence and structuring, and advising US clients on cross-border transactions.
With more than 18 years of experience, Matt is a partner in Deloitte & Touche LLP's mergers & acquisitions (M&A) Transaction Services practice and focuses solely on financial services transactions. Matt spent the last 10 years providing a broad range of M&A strategy, target screening and selection, due diligence, transaction planning and execution, and accounting structuring services to the insurance, banking, asset management, and securities sectors. Prior to joining M&A Transaction Services, he worked within the assurance practice, primarily servicing insurance and banking clients. Mark is also part of Deloitte's financial instruments subject matter resource network.
Liz has more than 10 years of M&A experience, executing complex divestiture, integration, and joint venture transactions across payments, banking, and technology sectors. Liz has led the planning and execution of transformational M&A deals for retail banks, payment networks, and financial technology companies. She has managed the delivery of global M&A programs for buyers and sellers across the M&A lifecycle, including pre-sign, day one readiness, cutover, post-merger integration, and separation. She has advised clients on structuring, negotiating, and operationalizing transition service agreements and operating agreements ($2B+ in total value). Liz has deep expertise in synergy analytics and execution, and stranded cost avoidance programs. Liz received the M&A Advisor Emerging Leader Award in 2018.