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Mergers and Acquisitions

There are many strategic considerations taken into account before a successful merger or acquisition. We address concerns for both buyer and seller, assisting senior management within wealth management and life insurance organisations to identify risks and make informed decisions.

Risks and considerations involved in running wealth management or life insurance organisations include:

  • valuations
  • due diligence
  • understanding risk
  • sales & distribution strategies
  • synergy
  • future positioning.

Our worldwide network provides access to M&A developments and knowledge from around the world, ensuring that we remain industry leaders and employ innovative ideas.

Our experience and functionally rich approach has enabled us to work on the majority of major M&A transactions in the Australian financial services market over the past ten years.

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