TRAP: The Real Adviser Podcast

72 - M&A Musings with special guest Rob Stevenson.

Jun 5, 2025
Rob Stevenson, a consultant at Kingmaker who specializes in M&A for financial advisory firms, shares his insights on navigating the complex M&A landscape. He discusses the challenges posed by private equity in the pensions market and examines the shift towards cryptocurrency in financial advising. The conversation highlights essential strategies for business growth and succession planning, emphasizing the importance of understanding enterprise value. Listeners gain valuable perspectives on adapting to market volatility and the nuances of client relationships in financial assessments.
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INSIGHT

Private Equity Risks for Retail Investors

  • Private equity funds are often illiquid and mark their own valuations.
  • Retail investors should be cautious as these investments resemble late-stage capitalism risks.
INSIGHT

UK Stock Market Shrinking Concern

  • UK stock market faces decline due to regulatory burdens and company delistings.
  • US market growth dwarfs UK, raising concerns about the UK’s market relevance.
ADVICE

Holistic M&A Consulting Approach

  • Effective M&A consulting requires deep understanding of business growth and sale processes.
  • Planning must consider lifestyle, relationships, and succession beyond monetary valuation.
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