Merger and acquisition activity in the investment management industry has sustained a torrid pace over the last few years. Buyers and sellers are ubiquitous, but rationale and “fit” are diverse and far ranging. Bruce Cameron, co-founder of Berkshire Global Advisors – the first independent investment bank specializing in the investment management and securities industries – joined Rosemont CEO Chas Burkhart on the Global Investment Leaders podcast. During this episode, Cameron shares his insights on a wide range of topics on the M&A environment and Berkshire’s evolution and brand.   During their conversation, Cameron and Burkhart discuss: · The driving forces behind the M&A euphoria that accelerated during the pandemic and has resulted in a record number of deals, including the inflow of capital, soaring valuations and buyer and seller perspectives· The particular terms, criteria or structures used by firms that are winning certain transactions and considerations beyond price· How investing through downturns has curbed the appetite for too much leverage and too robust projections among more experienced investors· Investment banking compensation and transaction outcomes: a view on what constitutes “success” and how bankers are paid· The importance of building and maintaining long-term relationships with clients and how Berkshire seeks to evaluate its clients’ needs and advise them long before a transaction is likely to be consummated   Toward the end of their conversation, which was recorded in December 2021 before geopolitical conflict and record-breaking inflation dominated our headlines, Cameron and Burkhart discuss the precarious environment of the marketplace and how a correction may impact the M&A environment in the months and years ahead. Receive episodes of Global Investment Leaders as soon as they premiere by subscribing today.

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