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Banking and Capital Markets, Finance, Investment and Asset Management

Extracting Complete Value in Financial Services M&A

London |
Speakers include:
Patrick Jenkins

Patrick Jenkins

Financial Times

Overview

The Financial Services industry continues to show relatively robust health in M&A, with firms exploring ways to tap into new revenue streams, improve operation efficiency and acquire cutting edge capabilities from promising fintechs. Those who succeed gain acquire competitive technologies and world-class talent in house as well as access to new markets and the chance to establish themselves as comprehensive services that can better respond to shifting consumer demands. 

However, in spite of the market’s buoyancy, organisations continue to miss opportunities for value creation when it comes to deal-making, and alarming, frequently to destroy value. For M&A teams tasked with extracting maximum returns in financial services, overcoming operational complexities is only the first part of the challenge. In order deliver on goals organisations must take a more sophisticated approach to due diligence, establish clear strategic intent and implement plans for talent retention from the outset. How can financial services professionals reconsider their organisations’ approach, learn from the most recent case studies, and apply cutting-edge insights to their own strategic priorities?

 This confidential discussion, held under the Chatham House rule, aims to analyse the different ways in which senior strategy and M&A executives from the Financial Services sector can re-evaluate strategic focus to maximise the efficiency and profitability of their mergers and acquisitions.

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fallback Add to my Calendar 11/28/2019 08:00:0011/28/2019 10:00:00falseExtracting Complete Value in Financial Services M&AThe Financial Services industry continues to show relatively robust health in M&A, with firms exploring ways to tap into new revenue streams, improve operation efficiency and acquire cutting edge capabilities from promising fintechs. Those who succeed gain acquire competitive technologies and world-class talent in house as well as access to new markets and the chance to establish themselves as comprehensive services that can better respond to shifting consumer demands. However, in spite of the market’s buoyancy, organisations continue to miss opportunities for value creation when it comes to deal-making, and alarming, frequently to destroy value. For M&A teams tasked with extracting maximum returns in financial services, overcoming operational complexities is only the first part of the challenge. In order deliver on goals organisations must take a more sophisticated approach to due diligence, establish clear strategic intent and implement plans for talent retention from the outset. How can financial services professionals reconsider their organisations’ approach, learn from the most recent case studies, and apply cutting-edge insights to their own strategic priorities? This confidential discussion, held under the Chatham House rule, aims to analyse the different ways in which senior strategy and M&A executives from the Financial Services sector can re-evaluate strategic focus to maximise the efficiency and profitability of their mergers and acquisitions.Extracting-Complete-Value-in-Financial-Services-M&A7e4b91d4ac9f746b4eab77810e75e8d7MM/DD/YYYY

Chair (1)

Patrick Jenkins

Patrick Jenkins

Financial Editor
Financial Times

Patrick Jenkins has been Financial Editor and Assistant Editor at the Financial Times since 2014. In this role, he shapes the FT’s overall financial coverage, with a focus on financial services and investment. He works closely with the editors of Markets, Lex, FT Money, FTfm and the financial services team. He also contributes to leader writing and comment, while continuing to write for the Inside Finance column.

Previously, Mr Jenkins was Banking Editor from 2009 until 2014, leading the 10-strong global financial services reporting team. Prior to this he was Companies Editor, and before that Editor of International Company News. Prior to taking up this post, Mr Jenkins spent four years in Germany as Frankfurt Correspondent for the FT. He joined the FT Group in 1996 editing the newsletter FT world insurance report, before becoming a UK companies reporter in 2000.

Agenda - 28th Nov

  • 8:00am
    Welcome Refreshments
  • 8:15am
    Opening Remarks
  • 8:20am
    Discussion Commences
  • 9:55am
    Closing Remarks

Presented by (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

In association with (1)

With offices in 158 countries and more than 250,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax and advisory services. Some facts about PwC:

  • In FY18, PwC firms provided services to 429 of the Global Fortune 500 companies and more than 100,000 entrepreneurial and private businesses.
  • 64,766 people joined PwC firms around the world in FY18.
  • For the year ending 30 June 2018, PwC’s gross revenues were US$41.3 billion, up 7% on the previous year.

Venue

Vintry & Mercer
19 – 20 Garlick Hill
London EC4V 2AU
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