Sat.Apr 22, 2023

article thumbnail

Wealth management consolidation leaves smaller groups on borrowed time

Financial Times M&A

Rathbones’ £839mn deal to buy Investec Wealth the clearest warning sign yet

90
article thumbnail

Value Drivers for a Bookkeeping Firm

Peak Business Valuation

Operators in the bookkeeping industry help businesses manage and track their finances. Good financial monitoring is vital for businesses that want to increase profits. Thus, there is a high demand for bookkeeping services from businesses. According to IBIS World , the number of businesses will increase over the next several years. This will likely result in a surge in demand for bookkeeping.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

GAM held takeover talks with Zürcher Kantonalbank

Financial Times M&A

Troubled asset manager under pressure to find a buyer after failing to recover from 2018 scandal

74
article thumbnail

Anticipating Activist Attacks

Harvard Corporate Governance

Posted by David N. Katz, Sabastian V. Niles, and Carmen X. W. Lu, Wachtell, Lipton, Rosen & Katz, on Saturday, April 22, 2023 Editor's Note: David N. Katz and Sabastian V. Niles are partners, and Carmen X. W. Lu is Counsel at Wachtell, Lipton, Rosen & Katz. This post is based on their Wachtell memorandum. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Lucian Bebchuk, Alon Brav, and Wei Ji

article thumbnail

How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.