Mergers & Acquisitions

Challenges addressed through M&A

Revenue pressure

An increase in discounting and a shift toward lower-fee and passive strategies can cause revenue growth to slow, likely reducing management fees.

Challenges addressed through M&A

Changing organic growth dynamics

The slowdown in new inflows from institutional investors and the continued growth of the individual investor has likely altered strategic growth priorities for many firms.

Challenges addressed through M&A

Scaling advantages

Firms of any size can succeed, but increasingly they appear to seek scale to develop deeper, more durable client relationships and benefit from more purpose built operating models

Challenges addressed through M&A

Shifting investor demands

Many investors are seeking to do more business with their asset management partners, which is contributing to consolidation as managers want to deliver a range of outcomes to their clients.

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