Search posts by category

Nov 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.

Nov 2, 2022

Investment Accounting Impacts for Insurers in Asset Management M&A

By most accounts, the flurry of M&A activity in the asset management world shows no signs of abating. Banks, insurers and asset management enterprises are vying for deals that will enable them to multiply AUM, gain scale, expand distribution and diversify their offerings.

Sep 27, 2022

The Increasing Importance of ESG in M&A Dealmaking

The need to contend with climate change is becoming increasingly apparent, as extreme weather events become more commonplace. Unsurprisingly, this has led to increased interest in investment strategies that place greater emphasis on environmental, social and corporate governance (ESG) considerations. Globally, ESG assets are on track to surpass $53 trillion by 2025, which would account for more than one-third of the projected total global AUM of $140.5 trillion. With Europe leading the way in ESG momentum, we surveyed 150 European dealmakers about their views on how ESG is affecting M&A.

May 25, 2022

Gender Diversity and Dealmaking 2022: Research Results

In a follow-up to the first edition of Gender Diversity & M&A Outcomes published in 2020, SS&C Intralinks, in partnership with Mergermarket and the M&A Research Centre (MARC) at Bayes Business School, City, University of London, has released a follow-up report. Historic M&A activity from the second half of 2020 set the stage for the research—the total value of all deals across 2021 came to $5.7 billion, representing an 83% annual rise over 2020 and overtaking the previous record set in 2015. It is against this backdrop that we analyzed more than 11,000 M&A deals and spoke to a panel of senior leaders to discern the differences between the outcomes of deals initiated by companies with female leadership and those with less gender diversity at the CEO and board level.

Feb 2, 2022

Global M&A Dealmakers Survey 2022: Opportunities and Challenges

Amid the backdrop of a record-breaking 2021 for global mergers and acquisitions (M&A) activity, SS&C Intralinks partnered with Mergermarket to survey 300 global dealmakers on their current market sentiment and perceived opportunities over the next 12 months. Respondents were also asked to assess COVID-19’s impact on the future deal environment.

Sep 22, 2021

Asset manager M&A means technology providers must keep up

The first half of 2021 saw several significant mergers and acquisitions in asset and wealth management, and the activity shows no signs of slowing. According to a recent PwC 2021 Midyear Outlook report, there were 145 transactions in the space in the first six months of the year. PwC anticipates the trend will continue amid ongoing diversification, innovation and transformation trends. SS&C recently sat down with several of our clients to discuss what M&A means for operations—and how technology providers can help their clients succeed.

Aug 9, 2021

As M&A activity thrives, supplier relationships become more strategic

M&A deals are thriving globally in the asset and wealth management space. Whether billion dollar mega deals or smaller scale consolidations, M&A activity remains strong. PwC forecasts 2021 deal volume will outpace last year’s. 

Feb 18, 2020

How female board-level representation affects corporate dealmaking: An SS&C Intralinks study

Is there a gulf between market perception when it comes to male and female CEOs and the actual operational outcomes of mergers and acquisitions (M&A) deals? There may very well be, according to research conducted by SS&C Intralinks and the M&A Research Centre at Cass Business School, London.

RSS

Theme picker