PA360: What advice firms need to do to get a consolidator's attention

Speaking at PA360 today (26 April), senior business development consultant Dan Fairweather laid out a number of areas in which a consolidator would expect to harmonise with a firm before agreeing a deal. These are: cost of capital; client proposition; Consumer Duty; fee structure alignment, staff remuneration and motivation; and business growth projections. "Client proposition is the bread and butter," Fairweather stated, adding consolidators will want to look at "how a firm segments its client base, what platforms and propositions they are using, and how well is it articulated". H...