Financial Services Deal Summit • PEWlive

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?

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?

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?

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?

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