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Mergers & Acquisitions

Navigate mergers and acquisitions with confidence

Whether you're navigating an existing integration or looking at new inorganic opportunities, our investment management M&A and restructuring services can help you answer any questions you might have with more certainty and less delay.

Fortune favors the well prepared

Firms that take a deliberate and strategic approach to the M&A lifecycle often experience faster growth and higher margins. In particular, planning for integration from the beginning of the M&A process can help firms to present a compelling narrative to the market, realize revenue and cost synergies, present a unified presence to clients, provide clarity to employees, and transition to run-rate operations in a faster, more efficient way. Deloitte’s Investment Management Mergers, Acquisitions, and Restructuring Services practice provides insight to help you confidently manage the M&A lifecycle. From strategy to execution to implementation, we can help you invest in what matters and prepare for a successful transition.

The Investment Management M&A lifecycle

Challenges addressed through M&A

Revenue pressure

An increase in discounting and a shift toward lower-fee and passive strategies can cause revenue growth to slow, likely reducing management fees.
Challenges addressed through M&A

Changing organic growth dynamics

The slowdown in new inflows from institutional investors and the continued growth of the individual investor has likely altered strategic growth priorities for many firms.
Challenges addressed through M&A

Scaling advantages

Firms of any size can succeed, but increasingly they appear to seek scale to develop deeper, more durable client relationships and benefit from more purpose built operating models
Challenges addressed through M&A

Shifting investor demands

Many investors are seeking to do more business with their asset management partners, which is contributing to consolidation as managers want to deliver a range of outcomes to their clients.