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The precipitous decline and subsequent volatility of equity markets that began in 2008 has had a devastating effect on the values of financial services firms. As portfolio values decline, taking with them assets under management – and by extension revenues – new challenges are arising in assessing the value of these firms and their ability to survive such turmoil. "M&A and Valuation in the Financial Services Space in the Current Market Environment" will tackle these and other considerations head-on as our panel of experts address new challenges to one of the largest segments of the U.S. economy.
In addition to changes in revenues and values, Steven Levitt (Park Sutton Advisors) and Clark Locke (Hovde Financial) will discuss the operational and strategic consequences this market is having for financial services firms. As values decline and these firms try to weather the storm, the strategic advantages to some transactions have gained even more importance, despite fewer transactions overall. For appraisers and M&A analysts, these considerations are imperative for valuing any financial services firm.
Program Agenda
How changes in the market place have affected the financial services space
Market effects on assets under management (AUM)
Flow effects on AUM
AUM and its relationship to revenue, profitability, and value
Valuation adjustments necessary in the current market environment
How the market has impacted pending and potential transactions
Strategic transactions as a bulwark against the economy
Access to broader markets through transactions
Increased liquidity through transactions
Improved operations through transactions
Improved positioning to "weather the storm" through transactions
Learning Objectives
Learn how fluctuations in equity markets have impacted financial services firms in all areas:
Assets under management
Revenue
Profitability
Value
Clarify which valuation adjustments are required in the current marketplace
Justify those valuation adjustments and your conclusion of value
Understand how transactions in the current economy may improve the value of a financial services firm
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