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Catalyst Partners

How financial intermediaries achieve a successful succession

Your Business

How financial intermediaries achieve a successful succession

'In the early stages there should be both a strategic plan and a business plan'

clock 05 June 2025 • 5 min read
Mattioli Woods and Kingswood: What next for top teams and consolidator tie-ups?

Companies

Mattioli Woods and Kingswood: What next for top teams and consolidator tie-ups?

‘It’s never a merger, there’s always one dominant management team’

clock 30 May 2025 • 3 min read
Why making the right impression with buyers counts

Your Business

Why making the right impression with buyers counts

Support for business owners crucial in 'complex' sale process

clock 11 February 2025 • 4 min read
Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Companies

Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

clock 30 January 2025 • 4 min read
Analysis: Advice M&A continues apace as FCA review looms

Your profession

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

clock 18 November 2024 • 7 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

clock 31 October 2024 • 3 min read
Changing nature of transactions: Getting IFA deals over the line

Your Business

Changing nature of transactions: Getting IFA deals over the line

'Acquirers want more data than in the past'

clock 29 July 2024 • 3 min read
Tales of the unexpected: The importance of shareholder agreements

Your Business

Tales of the unexpected: The importance of shareholder agreements

In business prevention is better than cure

clock 15 July 2024 • 5 min read
AI and advice: The challenge of making good tech decisions

Technology

AI and advice: The challenge of making good tech decisions

AI integration will have a lasting impact in financial services

clock 15 March 2024 • 6 min read
Why SJP's advice review has industry-wide consequences

Charging

Why SJP's advice review has industry-wide consequences

Why SJP's move to set aside £426m affects us all

clock 04 March 2024 • 2 min read
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