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Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)
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A Discussion with Bruce Cameron: A Pioneering Banker’s Perspective on the Investment Industry
Manage episode 328236389 series 3316355
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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.
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