Asset Management

MPA brings deep subject‑matter expertise and deal experience to the asset and wealth management sectors, helping these firms solve for succession and liquidity and grow through mergers and acquisitions. We have recent, hands-on experience advising and executing M&A transactions across both investment and fund management. Our deep industry connectivity and ongoing dialogue with key stakeholders enables us to provide clients with real-time market intelligence, valuation insights, and direct access to decision-makers in the asset & wealth management industries.

Why Choose MPA?

Connectivity/active dialogue in the Asset Management industry, from small owner-operated firms to the largest companies in Canada, and Private Equity firms with an asset management focus
Intimate knowledge of the market landscape: Strong understanding of business dynamics and issues around M&A in the industry
MPA is independent from Canada’s largest financial institutions, several of which may be competitors for asset management targets

Who We Work With

We advise a range of clients in the asset and wealth management ecosystem:

- Investment management firms catering to both HNW individuals and institutions
- Mutual fund and ETF companies
- Alternative and real asset fund managers
- Single and multi-family offices
- Private equity platforms entering or exiting the sector

Our Approach

Our advisory model is built on independence, discretion, and alignment:

Assessment & Strategy – Understanding your business, objectives, and market positioning
Preparation & Structuring – Financial modeling, presentation materials, due diligence readiness
Market Engagement – Targeted outreach, investor/buyer discussions, offer evaluation
Execution & Closing – Negotiation, board support, closing documentation, and post-deal guidance

Asset Management Landscape and Trends

Consolidation Accelerates: With 80% of investment managers anticipating a rise in M&A activity, consolidation is being driven by succession planning needs and the pursuit of scale efficiencies.

Desire to Add Alternatives: Private equity, private credit, real assets, hedge funds, and other alternative investments present significant growth opportunities for investment managers.

Regulatory and Technological Pressures: Regulatory and technological changes are creating a need for scale.

Tech & AI Integration: 45% of top AUM firms now use AI for portfolio optimization