Growing stronger, not just larger
Join our next webinar
M&A continues to be an important route to growth in wealth management. But acquiring firms doesn't automatically create a stronger or more scalable business.
Join Seccl and industry leaders for a candid discussion on what happens when AUM, revenue and client numbers grow faster than the operating model, technology and data infrastructure underneath them.
We'll explore a concept we call integration debt – the complexity that builds through successive acquisitions when platforms, data, processes and operating models aren't brought together. Most firms know it's a problem. Most don't realise how much it costs them.
We'll look at this from both sides: how acquisitive firms can build an operating model that makes future deals easier to integrate, and what firms considering an exit should think about now to make themselves more attractive to buy.
Why attend?
M&A activity in wealth management shows no sign of slowing. But there's a gap between headline growth and whether a business is actually becoming easier to run and more scalable.
Integration – or the lack of it – determines whether growth creates lasting value. In this webinar you'll hear practical insight on:
- What's driving continued consolidation in wealth management right now
- How to spot integration debt in your own business – and what it's costing you
- What should be standardised and what should stay different after an acquisition
- How platform architecture and data control directly affect the speed and cost of integration
- Whether your business is genuinely scaling beyond the headline numbers
- What makes an acquired firm attractive and quick to integrate
- How operational efficiency and infrastructure choices feed into valuation and enterprise value
Who should attend?
This is for senior leaders in:
- Wealth consolidators, networks and acquisitive wealth groups
- Advice firms that're acquiring or preparing to acquire
- Firms thinking about their exit strategy
You'll typically be responsible for strategy, operations, technology, integration or corporate development.
