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Downtown Luncheon:  M&A Outlook

Event Description


Join us for an informative presentation on the state of the mergers and acquisitions marketplace.  The discussion will cover the following topics:


M&A Market Trends:

  • Levels of Activity
  • Demand Level for Different Types of Managers

Reasons for an M&A Transaction


The M&A Courtship Process


How are Asset & Wealth Managers Valued?


What are Some of the Factors that Impact Valuation?


Typical Deal Structures


Internal Equity Transition and Succession Planning


Key Issues to Address in Transitioning Equity


Our speaker is Steven Levitt.  Steven leads and co-founded Park Sutton Advisors. He has focused on middle-market M&A and strategic advisory work in the financial services sector for the past 17 years working with asset and wealth managers, broker-dealers, and fund administrators globally.


Prior to co-founding Park Sutton Advisors, Steven worked with three investment banking boutiques where he focused on strategic and transactional work in the securities and investment advisory industry. He was a partner with Cambridge International Partners which he joined from MilleniumAssociates where he led that firm's North American practice. Earlier, Steven worked at Putnam Lovell.


Steven holds a Bachelor of Arts degree in Economics from Stanford University and a Masters of Business Administration in Finance from The Wharton School of the University of Pennsylvania. He is an alumnus of Stuyvesant High School.




CFAP Members:  $25.00

Non-Members:      $40.00




Steven Levitt

Event Type

Society; Educational

Education Topic

Performance Measurement and Evaluation

Start Time

12/17/2013 12:00 PM

End Time

12/17/2013 1:30 PM

Event City


Event State/Province


Location Info

Racquet Club of Philadelphia
215 S. 16th Street
Philadelphia, PA

CE Credits


Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 11/13/2013 10:36 AM by
Last modified at 11/13/2013 10:47 AM by