Key takeaways
Host: Liz Fennessey, principal, Deloitte Consulting LLP
Presenters: Colin Campbell, senior manager, Deloitte & Touche LLP
Shawn Duffy, managing director, Deloitte & Touche LLP
Gunnar Millier, senior manager, Deloitte & Touche LLP
Masaki Noda, managing director, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
Inflation, interest rate hikes, and geopolitical conflict – that’s the tagline for last year’s muted M&A activity across B&CM in the United States. So how did M&A activity play out in 2023—and what does the current state of play mean to industry participants weighing their next chess move? We’ll discuss:
- A recap of 2023 M&A activity across banking, investment and wealth management, and fintech
- Expected trends for M&A activity over the next year
- Evolving tax laws, regulatory frameworks, and talent strategies that may influence M&A activity
Meet the speakers
Liz Fennessey
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.
Masaki Noda
Masaki, a managing director with Deloitte & Touche LLP, is the Investment Management sector leader in the Mergers, Acquisitions, & Divestitures services practice. Masaki has more than 15 years experience delivering cross-functional M&A services to both private equity clients and corporate buyers and sellers in the domestic and international investment management and financial services space.
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