Sarah Davis Discusses an Increase in Asset Management M&A with Mergermarket

In The News
July 31, 2024

North American asset management M&A activity hit a four-year high according to Mergermarket data. The value of disclosed deals totaled over $22 billion in the first half of 2024, up 16% from the same period in 2023.

In a Mergermarket article asset management M&A counsel, Sarah Davis discussed key drivers leading to more consolidation in the wealth management industry including a challenging fundraising environment and strategic succession planning. Investors are increasingly looking to allocate to larger, more diversified asset managers, said Davis, leading many asset managers to seek out attractive private market firms to acquire.

“Having a platform with multiple strategies and geographies puts larger managers at the top of the list for LPs,” Davis said.