How the next wave of growth in private markets will hinge not just on capital, but on the platforms and systems that support managers at...
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In this article, we explore how PE investors can navigate the hidden risks of the dynamic, regulation-driven RegTech market....
In this whitepaper, we explore why GPs and LPs are turning towards the Private Equity Secondaries market to meet short- and medium-term capital...
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In this whitepaper, we explore why management teams should embrace sell-side commercial diligence and how it can serve as a critical enabler of valuation preservation, narrative clarity, and process...
Many financial institutions struggle to realize meaningful returns through their transformation efforts. In the second article of our Transformation Office series, Laura Karia discusses how successful firms leverage a Transformation Office and a robust governance model to bridge the gap between strategy and execution....
Amidst a ‘higher-for-longer’ interest rate environment, the evolving UK DB Pension landscape will have significant implications for Insurers, OCIOs and Asset Managers. In Alpha’s latest article, Rob Owen and Rob Gibbons discuss key factors driving these new market dynamics and how leading firms will position themselves for near-term and...
Eva Szczepanska and Alex Hayes from Alpha FMC, in collaboration with Merry Whitaker, Chief of Staff at Quirk Solutions, explore how aligning your organisation's culture can drive substantial performance improvements and share actionable insights on how to foster an integrated, productive culture which aligns with your firm’s vision and values....
While active ETFs have gained considerable media attention as potential disruptors, questions remain as to how central they will be within the broader investment and wealth management landscape. In this article, Max van Baasbank and Diane Yoon discuss the active ETF landscape across the U.S. and Europe, exploring current market dynamics, key...
Despite investing heavily in multi-year initiatives, many financial institutions struggle to realize meaningful returns through their transformation efforts. In this article, Laura Karia explores how successful firms approach transformation planning and the steps that can be taken to ensure outcomes align with strategic...
In this article, we explore how managers can develop multi-dimensional views of profitability to pinpoint the most valuable funds, asset classes and...
Alpha FMC is delighted to have advised a Consortium of CVC Capital Partners, Nordic Capital, and Platinum Ivy (a subsidiary of Abu Dhabi Investment...
As financial services firms—particularly in asset management, wealth management, and insurance—navigate a rapidly changing competitive landscape, technology continues to be a critical lever for differentiation. Leading firms are leveraging technology to customise client offerings, drive operational efficiencies, harness data for advanced AI...
This Whitepaper explores Japan's evolving financial landscape, and how the government is driving a major shift in the asset management industry, creating the environment to drive household savings into...
This article highlights the importance of Operations Due Diligence (ODD) and how Alpha has supported clients through this process to deliver a successful M&A...
Alpha FMC is pleased to have advised Goldman Sachs Asset Management on their investment in Groupe Crystal by providing Technology and Regulatory due diligence, in addition to Integration analysis for Groupe Crystal’s purchase of Primonial Ingénierie &...
Chris Walker joins as a Partner to further develop Alpha's commercial due diligence, value creation and strategy...
Alpha FMC is pleased to have provided operational carve-out and regulatory due diligence services to Virgin Money in the buy-out of abrdn's stake in their investment and pensions joint...
We at Alpha continue to see inorganic growth as a consistent discussion topic across our global Asset and Wealth Management client base. Managers will continue to face evolving regulatory constraints and increased pressure from investors to provide greater value through product growth, geographic expansions, and reduced costs. It is therefore no...
With Wealth Management and Financial Planning M&A experiencing unprecedented levels of activity, marginal improvements can make all the difference to success. From doing cultural due diligence correctly, to a pragmatic approach to integration execution, we consider ways to avoid paying an irredeemable premium or losing out...
2021 will be the year where management teams focus their M&A efforts on identifying strategic “bolt-ons”. Rob Owen explores what that means for firms looking to be strong candidates for...
The 2020 rollercoaster rolls on for asset managers, with record highs and dramatic falls for financial markets; and we are now emerging from the crisis and firms are beginning to plan again for the long-term. As the world slowly returns to the “new normal”, these firms should do so with deal opportunities higher-up the agenda. Rob Owen...
Operating cost synergies are a common deal driver. Yet the availability of information can often make them complex to calculate. In this piece, Alpha's M&A SMEs set out some pointers on how to best approach establishing the overall cost...
The ManCo industry has real potential for M&A activity. Our Alpha M&A SMEs across London and Luxembourg offices have shared where we see these opportunities arising for the ManCo industry and step through some best practices for evaluating them. See our latest report for a full review or get in touch with our experts here at...
Due diligence of a Target is often limited to revenue and assets, with the cost base treated to cursory year-on-year trend analysis. Even when Operations and IT due diligence is commissioned, we believe the current approach misses three key...
Having led some of the most complex end-to-end integrations in the industry, Alpha has identified several considerations which will help contribute to successful...
Alpha have led some of the most complex operations integration programmes in the industry. Our experts share some of the essential toolkit that helps ensure that these programmes are run and completed...
