MDA Providers Forum launch

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

 

Contact

Toby Potter, Chair, 0414 443 236 This email address is being protected from spambots. You need JavaScript enabled to view it.

Jane McIlroy, National Marketing and Events Manager 0411420180 This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Media

Chris Hocking        0418 603 694          This email address is being protected from spambots. You need JavaScript enabled to view it.

 

About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

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Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
0414 443 236
Level 2, 22 Pitt Street
Sydney NSW 2000
PO Box 4147 
Balgowlah Heights NSW 2093
Australia