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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PE Lesson - Growth and integration tips from the US
Expert: Vincent Tiseo, Head of Business Strategy and Marie-Laure Humbert, Senior Strategist, GSAM Strategic Advisory Solutions Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Financial AdvisoryGrowthIntegrationM&AOpportunitiesUS
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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Consumer DutyDataDue DiligenceFinancial AdvisoryM&APricing
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
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World Class - How the Highest Performing CEOs set their Firms up for Success
Expert: Bryce Skaff, Co-Head of the Global Client Group (GCG) & Vice President, Dimensional Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdvisorsFinancial AdvisoryM&AOrganic GrowthPerformancePrivate Market
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Seizing the Opportunity for Growth: to buy or to build (Inorganic vs Organic growth)?
Expert: John Chapman: Catalyst Partners Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryIndependent Financial AdviserM&AMarket TrendsOrganic GrowthTechnology
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Fair Trade. The opportunities and challenges of M&A for growth in the current market environment
Expert: John Chapman, Catalyst Partners Ltd Facilitator: Roderic Rennison, Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AcquisitionFinancial AdvisoryIndependent Financial AdviserM&AMergerValuationWealth management
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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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WHEN ARE ADVISORY FIRMS READY TO SELL? WHAT IS DRIVING THEIR SUCCESSION PLANS AND WHAT KEY FACTORS CAN BREAK THE DEAL, PRE AND POST TRANSACTION?
Expert: David Swanwick and Joe Blackburn of Dimensional Investors. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
CultureFinancial AdvisoryM&AThe FutureYour business
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Looming Risks For Fixed Income And How To Generate Alpha In An Optimal Risk-Controlled Manner
Expert: Sal Naro, Managing Director, Lazard Asset Management Facilitator: John Chapman, Orion Consultancy
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Financial AdvisoryInflationM&AMacro TrendsWealth Management and Private Banking
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers North - 8 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale! (s)
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers South - 15 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business
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How to exit your company and be happy with the outcome.
AcquisitionFinancial adviserFinancial AdvisoryFinancial servicesM&AMergerPrivate Equity