F2 Strategy’s Post

🌐 Is your back-office complexity holding back global growth? One of our partners faced this exact challenge. After a major acquisition, they were managing 40+ firms across four continents with incompatible systems and processes. The result? Operational inefficiencies that threatened their expansion plans. Discover how People2.0's employer of record (EOR) and agent of record (AOR) solutions transformed their fragmented operations into a unified powerhouse, leading to record sales in just 6 months. Key achievements: ✔️ Unified platform across 40+ countries ✔️ Streamlined commission payments ✔️ Automated workflows ✔️ Record sales within 6 months Read the full case study: https://hubs.ly/Q02-0M2F0 #WorkforceSolutions #GlobalExpansion #BusinessGrowth #BackOfficeEfficiency

Discover how other firms are strengthening specific business areas to drive holistic value creation. In a series of deep-dive think tanks, you’ll connect with peers to exchange ideas and compare strategies within specific functional areas: -Technology -Finance -Human capital -GTM, sales, & revenue growth Register now for priority access to these invitation-only conversations - https://okt.to/TXo1Fe #VentureCapital #PrivateEquityFirms #PrivateEquity #ValueCreation #PrivateMarkets #NetworkingEvents #HumanCapitalManagement #Technology #PrivateCapital #OperatingPartner #SFNetworking #DigitalValueCreation #DigitalOperatingPartner #HumanCapital #WestCoastNetworking #PEIOperatingPartnersForum #Talent #PEIOP

Overcoming Technology Adoption Barriers: Empowering Wealth Management Firms for Growth As wealth management firms strive to expand their businesses, the adoption rate of technology emerges as one of the most formidable barriers they face, writes Gerry Murphy, CEO of Arcus Partners. However, amidst this challenge lies a paradox: while technology adoption remains a hurdle, wealth firms are increasingly leveraging it to attract new advisors and propel their growth, Mr. Murphy explains. #wealthmanagement #financialtechnology #financialadvisors #revenuegrowth https://lnkd.in/dUBx_vFe

Throwback Thursday: In an opinion piece published in AdvisorHub last week our CEO David Knoch weighed in on a pressing issue in wealth management: the talent shortage in financial advice. As nearly 40% of advisors are expected to retire over the next decade, firms must innovate to attract and retain new talent.   The answer? For David, the solution lies in cultivating internal talent. Focusing and promoting existing staff is crucial for RIA firms. To lay the groundwork, firms should understand the impact operational efficiency has on attracting top clients and ensuring client satisfaction. #WealthManagement #FinancialAdvice   For more, read the full article here: https://lnkd.in/gZURYTE3

Streamlining data migration for firms might seem daunting, but with a standardized tech stack, certain transitions—like moving to a common investment management platform—can actually be smoother than expected. 🚀 Simplifying processes like account openings and RMDs creates economies of scale, boosting efficiency for your operations team! 💼📊 Three Crowns CEO Johnny Sandquist is joined by John O’ Connell, CEO and founder of The Oasis Group, to talk about how CTOs need to navigate today's technology solutions and enable growth. https://lnkd.in/g8GbgUcC #DataMigration #TechSolutions #EfficiencyInAction

Overcoming Technology Adoption Barriers: Empowering Wealth Management Firms for Growth As wealth management firms strive to expand their businesses, the adoption rate of technology emerges as one of the most formidable barriers they face, writes Gerry Murphy, CEO of Arcus Partners. However, amidst this challenge lies a paradox: while technology adoption remains a hurdle, wealth firms are increasingly leveraging it to attract new advisors and propel their growth, Mr. Murphy explains. #wealthmanagement #financialtechnology #financialadvisors #revenuegrowth https://lnkd.in/dUBx_vFe

Private equity-backed businesses have strong incentives to prioritise digital transformation: 1. Operational Efficiency: Streamlined operations and automation mean cost savings and improved workflows. 2. Scalability and Growth: Digital capabilities allow scalable growth without proportional cost increases. 3. Competitive Advantage: Advanced technology and a strong digital presence create a competitive edge in crowded markets. 4. Data and Analytics: Better data analytics support data-driven strategies for performance assessment. 5. Faster Time to Market: Digital transformation enables faster adaptation to market changes. 6. Enhanced Customer Experience: Improved customer service and personalisation lead to higher retention and lifetime value. These factors highlight the significant value digital transformation brings to private equity-backed businesses looking to optimise operations, drive growth, and prepare for a successful exit. If you’re a #CFO looking to accelerate your organisation’s growth and leverage these benefits, please get in touch, I’d be happy to introduce you to our Financial Services team to discuss strategies and insights on how digital transformation can support your goals. Telefónica Tech (EN) - Paul Harrison - paul.harrison@telefonicatech.uk #PrivateEquity #DigitalTransformation #GrowthStrategy #OperationalEfficiency #DataAnalytics #CustomerExperience #CompetitiveAdvantage #PEInvestment #BusinessTransformation

The independent and hybrid RIA business model is experiencing staggering growth, projected to surpass the market’s 30% composition mark in the next 5 years (Cerulli Edge U.S Advisor, 2024). Now more than ever, firms are under increasing pressure to offer expanded and specialized services to set them apart and drive organic growth. The challenge becomes, how can firms effectively scale an expanded service model? The short answer: By leveraging strategic partnerships and enterprise-scale solutions with deep technology integrations. 

Hope everyone had a great Thanksgiving weekend! In this week’s transaction / technology news update, we’ll cover some of the key transactions that occurred this past week across North America. In Canada, deal activity included Phenix Software being acquired on October 7 by QAD, via its financial sponsor Thoma Bravo. Phenix provides cloud-based scheduling software for process manufacturing business. The acquisition will bolster the capabilities of QAD’s Advanced Scheduling offering, designed to help manufacturers improve productivity and accelerate factory performance. Furthermore, IN-RGY Group was acquired by HR Path on October 8. IN-RGY provides digital transformation solutions in the human capital management space. By joining HR Path, IN-RGY will be able to leverage their global resources to enhance its offerings. In the US, deal activity was highlighted by EvenUp raising US$135mm on October 8 in a Series D funding round led by Bain Capital Ventures. EvenUp leverages AI to develop legal practice management software designed for personal injury cases. The funds will be used to support the launch of new products, as well as investing in talent including the expansion of their leadership team. Additionally, Anvl was acquired on October 10 by Benchmark Gensuite®, via its financial sponsor Vista Equity Partners. Anvl develops compliance safety software designed to modernize frontline worker productivity. Anvl’s technology will assist Benchmark Gensuite in helping companies fully operationalize their safety programs to unlock efficiency gains. The chart below showcases North American M&A activity by quarter as well as median TEV / Revenue multiples for each respective quarter. Early indications of 2024 Q4 shows strength in both valuations and deal volume. Have a great week!   #mergersandacquisitions #venturecapital #investmentbanking #privateequity #technology #technews #canadiantechnews

Successful technology integration in advice firms hinges on key steps 🌟 As Danni, an industry expert and our Head of Consulting Services, reveals, it all comes down to the following: ➡️ Comprehensive Process Review: Understand end-to-end advice processes deeply ➡️ Team Engagement: Involve all team members to ensure alignment ➡️ Strategic Technology Selection: Choose tech that meets operational goals ➡️ Due Diligence on Providers: Ensure reliability and compatibility ➡️ Resource Allocation: Dedicate resources for managing tech changes ➡️ Committing to these principles enhances technological efficacy Find out more about how we can support your business in adopting intelligent technology solutions 🔗 https://bit.ly/3W0mS4t #finuragroup #wealthtech #techconsulting #advicetechnology