Financial Services Deal Summit

Deep dive into where the growth opportunities are in global financial services and how PE groups are thinking about ways to source and execute on the most attractive deals.

Join PrivateEquityWire as we explore the latest trends and themes in the fast-changing world of healthcare investing.


Free for LPs. Prices starting at £145 for GPs, and £495 for service providers.

16th September 2021

SOURCE AND EXECUTE.

WHY THIS EVENT?

Financial services has proven to be an exciting area of deal activity among global private equity firms and the M&A prospects for 2021 look good. Last year was the second busiest since the financial crash, thanks to fragmentation across banking, insurance, fund management and payments.


The PEWlive Financial Services Deal Summit will deep dive into where the growth opportunities are in global financial services and how PE groups are thinking about ways to source and execute on the most attractive deals. The Summit will seek to understand what the optics are for deal making in 2021, what the risks are to consider, and how Europe’s marketplace differs to North America, as financial services firms look to build their growth strategies over the next decade.


For those wishing to learn more about the deal outlook in financial services, and find out how some of the world’s leading managers and investors currently assess the ‘value-add’, this 3-panel summit should provide the answers.

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AGENDA

COVID-19 CHANGED EVERYTHING. OR HAS IT?

EVENT DAY | 16th September

EVENT DAY |

16 September 2021

ALL TIMES SHOWN IN BST

PANEL 1

Assessing the opportunity set in Europe’s Financial Services sector

  • How would you assess M&A opportunities in Europe?
  • Does Europe’s Financial Services sector have further room for consolidation, and if so, are there any deals you’ve seen recently that offer encouragement further such deals could emerge?
  • What areas of Financial Services look attractive, from a valuation perspective? And does your acquisition strategy lean more towards ‘buy and build’, given the fragmented nature of the sector?
  • What are some of the challenges to prosecuting deals in this sector, and how do you seek to mitigate them?
  • Why the potential for further bank consolidation in Europe to create national champions looks strong.
  • How do you measure success when investing in financial services businesses? What value creation metrics do you apply?

PRESENTATION

Presentation slot

James Williams // Editor in Chief, PrivateEquityWire

OPENING ADDRESS

1:50 PM

2:00 PM

2:50 PM

SPEAKERS:

Speakers will be announced shortly

1:30 PM

NETWORKING

Dedicated networking time

3:10 PM

PANEL 2

Consolidation trends in North America

  • Assessing the opportunity set within North America’s financial services sector – will Biden’s presidency, and subsequent regulation, be a positive evolution?
  • Where are you looking to source deals at the most attractive PPMs? Is there scope for greater growth platform success in lower mid-market financial services firms, compared to MM and large-cap players?
  • Are there particular sub-sectors (banking, insurance, fund management) that look most appealing right now?
  • What approach are you taking at your respective firms to source and prosecute deals in this highly fragmented space?
  • How do you think about external trends when assessing the financial growth prospects of companies I.e. the role of financial technology and digitization, regulatory changes, demographic changes (popularity of robo advisors among millennials)?
  • What most excites you with respect to further M&A activity in this area of the market, over the next 12 to 24 months?

PRESENTATION

Presentation slot

4:00 PM

SPEAKERS:

Spencer Hoffman, Partner, Lovell Minnick

4:20 PM

PANEL 3

Investor insights on Financial Services-focused PE funds

  • What are investors’ views on sector-specialists prosecuting deals in the financial services marketplace?
  • Where are investors currently focusing their attention in respect to the types of GPs they are willing to back – is there more emphasis on LMM and MM managers compared to large-cap managers?
  • Insights and anecdotes on successful deals that LPs have enjoyed in this space
  • What do investors find most appealing about the global investment opportunities in financial services - distribution and growth potential, tech innovation, pricing, expansion into new markets?
  • What sort of information do investors look for from GPs, to best understand the value being created in the portfolio?
  • What are LPs’ return expectations for sector-specialist funds focusing on financial services? How do they differ, if at all, to generalist PE funds?
  • How do investors view future consolidation and investment opportunities in the global FS space?

EVENT CLOSES

NETWORKING

Dedicated networking time

5:10 PM

5:40 PM

SPEAKERS:

Speakers will be announced shortly

PANEL 3

Investor insights on Healthcare investing

  • What are investors’ views on healthcare investment opportunities – how highly do they rank this sector, relative to technology, energy, retail etc.?
  • What are investors focusing on, in terms of the type of GP they are willing to back – is there more emphasis on sector specialists versus generalists, mid-cap versus large-cap, US versus Europe?
  • Any investments, including co-investments, that have worked particularly well in recent times that you can discuss anecdotally?
  • What sort of information do you look for from GPs, to best understand the value being created in your healthcare investments?
  • Do you anticipate healthcare becoming even more important in your PE investing bucket, thematically, as telemedicine gains momentum in the US, and technology supports even greater innovation?

4:20 PM

EVENT CLOSES

NETWORKING

Dedicated networking time

5:10 PM

5:40 PM

SPEAKERS:

Speaker, Job Title, Company

Speaker, Job Title, Company

Speaker, Job Title, Company


SPEAKERS

Interested in speaking at this event, or nominating a colleague?


Get in touch

TBC

TBC

James Williams

Managing Editor at Private Equity Wire

Partner at Lovell Minnick

Spencer Hoffman

SPONSORSHIP

Launched in 2007, Private Equity Wire has evolved organically to become one of the industry’s leading voices on key trends and developments shaping the industry.


At a time when LPs need more insight than ever on how and why they should allocate to PE funds, PE Wire has the skillset and toolset to develop authoritative content for clients that cuts through the noise.


With our consultant-driven approach, and commitment to the highest editorial standards, our mission statement is simple: to deliver actionable insights that clients can measure.


Our last event received 550+ registrations, and saw 280+ qualified GPs in attendance.

See how we can put your brand front-and-center.

For Sponsorship opportunities please contact:

Andrew.Durbidge@globalfundmedia.com

Value creation. Deal sourcing. Mid-market VS large/megacap buyout fund performance.

What sort of information do investors look for from GPs, to best understand the value being created in the portfolio?

REGISTER NOW

Register and find out.