Catalyst Partners’ Post

💡 Exploring the Future of Advice 💡 I am privileged to facilitate two dynamic discussions tomorrow at A Meeting of Minds Advisory Distributors: 🔹 'M&A: Has the Game Changed?' Joined by expert David Swanwick from Dimensional Fund Advisors, where we will discuss how mergers and acquisitions are reshaping the advice landscape. 🔹 'A Race to the Bottom? How to Demonstrate Value for Money in Model Portfolio Services' and partnering with William Marshall from Hymans Robertson and exploring strategies to showcase value while navigating competitive pressures. Please be welcome to join our sessions and if you have any questions send an email to ml@thecatalysts.uk #AdvisoryDistributors #WealthManagement #ValueForMoney #MergersAndAcquisitions #CatalystPartners John Chapman Roderic Rennison Andy Cumming Martyn Laverick

Are you ready to take your business to the next level? Kingsbridge's Advisory service unlocks the door to success in mergers, acquisitions, and insurance investments. Dive into a world of comprehensive insights crafted to accelerate your transactions and minimize risks. Our service isn't just theory; it's a treasure trove of practical experience and savvy business skills honed through years of successful deals. Partner with Kingsbridge and transform your ambitions into accomplishments! Ask us more questions! 🌐 www.KingsBridgeBrokers.com 📱 833-865-4647 #KingsbridgeBrokers #BusinessGrowth #MergersAndAcquisitions #InsuranceInvestment #ExpertAdvice #BusinessTransitions

Are You Prepared for the 2025 M&A Landscape? 🚀🔍 Unlock key insights into the trends, challenges, and future outlook of mergers and acquisitions as we approach 2025! Discover how interest rates, equity liquidity, and evolving market dynamics will impact your business strategy. Don’t miss this chance to stay ahead of the curve in the ever-changing M&A industry! For more information visit https://lnkd.in/dyF8kRpD. #MandA2025 #BusinessTrends #InvestmentChallenges #EconomicOutlook #MergersAndAcquisitions

In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3Vjlmey #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/4bUFzg8 #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

Feeling uncertain about the next steps for your CPA firm’s growth? Contact Philip Whitman, CPA, CEPA today to discuss how we can support your journey! Navigating strategic transitions can be challenging without the right guidance. At Whitman Transition Advisors, we help firms make confident moves toward success through tailored strategies in mergers, growth, and advisory support. With our expertise, your firm’s goals are within reach. #StrategicTransitions #CPAIndustry #WhitmanTransitionAdvisors #BusinessSuccess

Predicting the future of private equity (PE) and mergers and acquisitions (M&A) activity involves considering various factors, including economic conditions, regulatory environment, industry trends and investor sentiment. At the Taylor Root inaugural sector roundtable in Birmingham last month, we focused on M&A and PE outlook for 2024. You can read the key takeaways from our discussion below. https://lnkd.in/eYw8GDAV

A really useful summary of the corporate outlook for 2024! Last month new corporate vacancies accounted for 20% of our total new vacancies in the regions which is encouraging, and we anticipate this will only increase as many firms move into a new financial year. #corporatelaw #newactivity #newcorporatejobs

We recently welcomed Colby Trace to RIW as an associate in the Corporate, Mergers and Acquisitions, and Banking Groups. Colby guides private businesses through complex change of control transactions, representing buyers and sellers in both strategic and financial transactions. Colby also serves as outside general counsel to a diverse array of businesses, advising clients through all phases of the business cycle, from corporate formation to liquidity events. Learn more about Colby here: https://bit.ly/49SlKVJ #corporatelaw #RIW #bostonlawfirm #newhire

Even though we're facing challenges on a global scale, mergers and acquisitions are still at an acceptable level. Large private equity funds have helped make this possible. From a business perspective, private equity M&A transactions play a crucial role in growth. To not miss out on these opportunities, pay attention to trends and how they influence your business's valuation. #PrivateEquity #MergersAndAcquisitions #Business