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Connecting PMs
In our 2022 PM Market insights Will the licensing requirement for independent asset managers by the end of 2022 trigger the anticipated consolidation of the industry?, we have conducted an industry survey and observed its granularity and fragmentation, as well as its opacity on matters such as assets under management (AuM) or client portfolio’s structure. Until today, FINMA has been constantly updating the list of authorised independent portfolio managers but any disclosure of detailed information remains rare.
Our platform for PMs aims to fill this gap and to provide its members with anonymous profiles of other members, with the possibility of organising meetings based on mutual interest.
The need for more cooperation
M&A history and the results of our study indicate that many PMs are looking for opportunities to partner with other PMs, whether through strategic partnerships, mergers or acquisitions. Our platform will allow members to access many anonymous profiles of other PMs with detailed information and to select the best possible partner to engage in discussions based on their own criteria.
By registering on the platform, you agree to publish an anonymous profile of your company and increase your visibility within the industry to be positioned for new opportunities.
The PM platform allows you to access a catalogue of anonymous profiles of other PMs and to select the most appropriate ones to develop your business according to your needs.
When you subscribe to the PM platform, we offer to perform a free high-level valuation of your business – a benchmark for future discussions.
Get to know your industry, and don't miss any opportunities that could benefit your business.
How do I subscribe to the platform?
To register on the platform, simply click on the link below and answer 10 initial questions. All data is treated confidentially. Our team of experts will then contact you to set up a 30-minute meeting, during which we will finalise your anonymous profile. Once these steps are completed, you will receive access to the PMs platform and will be able to start consulting all anonymous profiles of other members free of charge.
How do I access the platform?
Once you have registered on the platform and completed your anonymous profile with our team of experts, you will receive an e-mail providing the link to the platform. The access will be limited to the employees of your company. If you wish to start a discussion with another PM, contact our team of experts. We will then submit your profile to the relevant PM and, if there is mutual interest, we will arrange a meeting at your convenience.
How can we support you?
Due diligence
- Standardised approach on:
Financial performance
Client portfolio structure
Tax and compliance matters
- Use of our advanced proprietary data analytics tool
Lead advisory
- Organisation of bilateral discussions according to your defined criteria
- Handling transaction documents (e.g., NDAs, process letters…)
- Valuation
- Drafting non-binding and binding offers
Legal
- Mark-up to the share and purchase agreements (SPA), reflecting the findings of the due diligence
- Legal support during the negotiation of the SPA and subsequent revisions of the SPA
- Preparation of signing & closing of the SPA
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