After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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THE CHANGING PACE OF M&A ACTIVITY
Expert: Dave Mason, MD, Solve Facilitator: Farzana Khalil, Director, Solve
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
Consumer DutyculturalDue DiligenceM&APrivate EquityWealth Management and Private Banking
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Merger and acquisition (M&A) activity: what are they looking for and what are their long-term strategies?
Expert: Keith Hare, Head of Corporate Development, Benchmark Capital. Facilitator: John Chapman, Consultant, Catalyst Partners
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AcquisitionBusiness ModelClient acquisitionFinancial AdvisoryM&AMergerPrivate Equity
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How to exit your company and be happy with the outcome.
AcquisitionFinancial adviserFinancial AdvisoryFinancial servicesM&AMergerPrivate Equity
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How to exit your company on top and be happy with the outcome
AcquisitionFinancial AdvisoryM&AMergerPrivate Equity