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Strategy
Create focus to capitalize on market opportunities by defining a clear strategy and business model for the long term.
Mergers & Acquisitions
Get more control of your firm's future by exploring — and understanding — your options through the lens of M&A.
Managing how M&A impacts your firm
As industry consolidation continues, what is your plan to achieve greater scale and efficiency, or to compete with increasingly large competitors? Our M&A resources can help you think through your options, so you can make the most appropriate moves for your firm.
M&A Transaction Reports
Podcast series
Stay informed and up to date, by listening in on conversations with today's M&A thought leaders.
Listen NowResources: M&A Strategy & Business Models
How do you see your firm's future?
M&A activity is a force of change contributing to larger platforms, well-branded competitors, and refined technology and talent — and it's also a means to help tackle these new challenges. Get more control of your firm's future by exploring — and understanding — your options through the lens of M&A.
Resources: Developing Your Own M&A Strategy
Transaction activity
Fidelity's monthly report of YTD transactions in the wealth management industry.
View Report