- About Spectrem Group
- Consulting Capabilities
- Research Capabilities
- M&A Capabilities
Spectrem's extensive experience in the acquisition and divestiture of retirement, wealth management, trust and investment management businesses is enhanced by our unique knowledge of these industries. Our distinctive skill set benefits our clients by providing clear, realistic expectations and timely execution with minimal market disruption.
Spectrem works with our clients' senior management teams to determine acquisition goals (including the strategic objective of an acquisition) and target parameters. Once a viable and interested target has been identified, we manage the entire acquisition process including valuation, bid preparation, due diligence, contract negotiation, closing, and transition of the acquired business. Spectrem also can assist in limited role engagements including valuations and due diligence support.
For clients seeking to realign their businesses to suit their strategic objectives, Spectrem can assist in developing a divestiture plan that helps set realistic expectations for the sales process. Spectrem advises our clients through the entire sales process including offering documents, due diligence, deal negotiation, development of client communication strategies, and the transition of business to the buyer.
Investment management transactions
For more information about M&A services at Spectrem Group, contact Spectrem's President George H. Walper, Jr. at firstname.lastname@example.org or 224-544-5350.