UB:stä tosi hyvä haastis AMWatchilla (maksumuuri).
Ohessa tärkeimpiä poimintoja:
“Our primary aim is to double our AUM to EUR 10bn by 2028. This isn’t a target we will be able to reach without making acquisitions, so we are looking for acquisition targets both in Finland and overseas,” Ojanperä says at the company’s Helsinki office.
“The ideal acquisition target would be an international company with an AUM of around EUR 0.5–1bn,” Ojanperä says and adds:
Companies in the Nordic countries – particularly in Sweden – are on United Bankers’ radar, though firms in German-speaking countries may also be of interest, according to Ojanperä.
“The target company does not necessarily need to be an asset or wealth manager; it could also be a niche alternative manager in forestry or real state, a distributor with strong sales know-how and a solid team, or a consultancy with expertise in a specific field,” Ojanperä explains.
Se, että AUM tavoitteeseen ei päästä ilman M&A ei ole uutta, mutta tuo kohteiden noin tarkkaa speksausta ei ole ennen julkisesti tehty. Toki noilla samoilla spekseillä (+kulttuurifitillä) käytännössä kaikki Helsingin varainhoitajat haluaisi löytää ostettavaa 
“Fourton, whose funds we acquired, has an AUM of EUR 150m, and that kind of size is easy to digest. However, if one acquires a company from overseas, it is very difficult to buy a company with such a small AUM and then run it from Finland.”
Hyvä muistaa että KV M&A on vaikea laji tässä liiketoiminnassa.
“Our product portfolio is already in good shape, but I believe we can still expand it somewhat with new offerings. Outside Finland, we are focusing on growth in German-speaking countries and the DACH region, in France, the Netherlands and Belgium alongside the Nordics – where we have offices in Helsinki and Stockholm,” says Ojanperä.
Tuotetarjonta kaipaisi edelleen pientä laajentumista, luulen että tällä viitataan suljettuihin PE-rahastoihin, joita odotan vielä loppuvuodelta.