Fintech deals in the Wealth Management space
Join Ed Foulkes and Munoyo Ikomi of Clarke Willmott LLP and John Chapman of Catalyst Partners, who will share their views from the front line of dealmaking in the fintech space, with a particular focus on its applications in the wealth management industry. John, Ed and Munoyo will cover corporate finance and legal perspectives, including:
- Common issues in IP protection for fintech products
- The effect of developments, updates and patches
- The typical fintech lifecycle and what to watch out for along the way
- What multiples are commanded in different sub-sectors
- Who is buying and investing
Munoyo, John and Ed will share some war stories, identify pitfalls and answer any questions.
About the Speakers:
Ed joined Clarke Willmott in July 2012 from corporate boutique Lockett Loveday McMahon.
He is a ‘pragmatic and practical’ corporate lawyer dealing primarily with mergers and acquisitions. He has specialisms in the financial services, fintech and technology sectors.
John is a chartered accountant having trained with EY. He worked in senior positions in a number of financial services businesses, including the Finance Director of a Japanese-owned private equity firm, prior to becoming Managing Director of Torquil Clark, the national IFA business, in 2003.
He led the business through an organic and acquisition growth strategy resulting in the acquisition of four businesses in eighteen months and the ultimate sale of the business in 2008 to Skipton Building Society. John remained with the organisation and guided the continued growth of the business. John stayed with the organisation until the end of 2015 when he left to set up the consulting business which would eventually become The Catalysts LLP.
John’s background in running a diverse IFA group and buying and selling businesses within the sector gives him a unique insight into M&A strategy, integration and developing businesses of value.
Interested In The Event?
If you’re interested in attending, you can book online here.
