Recently Released!!!
Date Published: February 9, 2023
Summary PowerPoint Deck: 132 Slides
Reference PowerPoint Deck: 460 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place amongst investment management firms. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend, with investment management firms being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth & investment management firms mergers & acquisitions and its even broader coverage of financial services industry mergers & acquisitions.

This research addresses investment management firm mergers & acquisitions variables & valuation metrics, the leading acquisitions, and the leading acquirors.

This research defines distinct investment management firm mergers & acquisitions market segments, including:

• Long-Only Managers
  • Active Managers
  • Passive Managers
• Alternatives Managers
  • Hedge Fund Managers
  • Venture Capital & Private Equity Managers
  • Real Estate Managers

And this research makes several future predictions for investment management firm mergers & acquisitions, including:

• Substantial Growth in Investment Management Firm Mergers & Acquisitions
• Fastest Growth in Long-Only Active Manager Mergers & Acquisitions
• Moderate Growth in Transaction Values, with Passive Managers & Alternatives Managers Earning the Highest Multiples