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BLOGS. November 9, 2022

The Tax Impact on Portfolios in Asset Management Acquisitions

The flurry of M&A activity in the asset management sector in recent years has been widely reported. Institutional Investor says that “firms engaged in a record level of M&A transactions last year,” with a 50% increase in the number of deals over 2020. PwC called the 2021 market “scorching hot.” The opportunities to grow assets, drive efficiency, access new technology, and break into new products and markets continue to be powerful motivators to seek out partnerships that make sense.


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