MDA Providers Forum inaugural meeting
How do investment bankers value wealth management businesses?
This forum provided an excellent opportunity for AFSLs who have MDA Operator authorisations and will focus on the potential for this type of service
We all want our businesses to be more valuable so that when we finally realise the value we’ve created, it’s a bigger rather than a smaller number.
MDA Providers in particular have made a choice that both they and their clients can benefit from a business that goes beyond advice into portfolio management. The multiples that wealth management businesses command demonstrate that, properly executed, this is a sound strategy:
· What do you have to do in your business to make it more valuable?
· When is listing a realistic option?
· What would an acquirer be looking for if you were planning to sell to them?
Vaughan Webber is Director Equity Capital Markets at Bell Potter. His specialty is the equity capital markets for small to mid capitalization listed companies and has extensive experience in IPOs and capital raising for financial services business. He will come along to talk about “How do Investment Bankers value Wealth Management Businesses”
Click here for a copy of the presentation