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Consolidation and the CFO

Alice Murray

22.07.2024  –  Articles

Consolidation is rampant in the private capital fund space. And the phenomenon looks set to continue as higher for longer interest rates, fundraising challenges and increased regulatory costs continue to batter small and mid-sized managers.

  

The drivers for larger managers buying smaller managers are clear: publicly listed managers (which make up 84% of acquirers) seeking to maximise AUMs and / or large houses wanting to offer a more diversified strategies to LP in order to soak up bigger allocations.  

And for the acquirees, the most common motivations are sharing the burden of increasing compliance costs, solving for succession, and let’s face it – a big old cheque.  
People business 
While there are clear reasons for both parties to engage in consolidation, following a recent spate of takeovers, the complexities of these transactions and the challenges they are throwing up are slowly coming to light.

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