M&A trends and the Australian financial services landscape in 2025
The ifa Show · Momentum Media
January 14, 202541m 6s
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Show Notes
In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to break down what's happening in the financial services mergers and acquisitions (M&A) space. With activity high across the board, including multiple bidders attempting to take over Insignia Financial, Prendeville shares his insights on the growing international interest in Australian financial services firms and why this is happening.
Listen as he discusses:
- The impact of offshore ownership on the domestic financial services market.
- Why 2025 is set to be a busy year for M&A advice firms, driven by a combination of supply and demand dynamics.
- How financial advisers can build better businesses and enhance profitability.