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Best Practices and Trends for M&A in the Fund Industry in 2015

April 2015

Watch Recording. (CLE Credit Available)

2014 experienced quite a thrilling growth spurt in global M&A activity, and the forecast for 2015 and beyond promises to follow this growing trend.

According to Bloomberg, the Investment Management Fund industry saw 144 M&A deals completed in 2014, totaling USD $12.7 billion. Thomson Reuters’ Mergers & Acquisitions Review noted as well, "The value of worldwide M&A totaled USD $3.5 trillion during full year 2014, a 47% increase from comparable 2013 levels and the strongest annual period of worldwide deal making since 2007."

As M&A activity increases across the globe, our lawyers discuss 2015 best practices and trends for M&A in the fund industry, including:

  • Current and emerging M&A trends in the fund management industry
  • Strategic and regulatory due diligence of financial institutions
  • Navigating regulatory requirements when acquiring or merging with a registered investment adviser, broker-dealer, and/or CPO
  • Practical guidance for integrating investment strategies, trade desks, and compliance programs
  • Portability of investment performance in mergers, acquisitions, and portfolio manager lift-outs