Financial Advisors Committee

ABI Committee News

Judicial Update

by Ian Fredericks, Young Conaway Stargatt & Taylor LLP

April – June 2005

Included are summaries of cases that I thought members of the committee might find interesting. The summaries appear in date order beginning in April. Please contact me with any suggested areas of the law that members would prefer that I focus on, including consumer or business and legal areas of importance (i.e., retention, compensation, plan process, etc.).

Read the full article.

Market Conditions for M&A Transactions Are the Best Since 1999

by Scott Eisenberg, Managing Director, Amherst Partners LLC

The hardest segment of the Merger & Acquisition (“M&A”) market to obtain meaningful transaction data in terms of price and valuation metrics is the small-to-middle market. The 2004 International Network of M&A Partners (“IMAP”) Worldwide Transaction Survey Results provides such data. IMAP is a private network of M&A firms around the globe. With 60 member firms in 20 countries, it is the largest group of middle-market M&A firms of its kind and it surveys its members on the deals they completed to get a glimpse of current market data.

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Agenda for the 2005 Winter Leadership Conference

The Financial Advisors Committee will present a joint panel with the Bankruptcy Litigation and Professional Compensation Committees at the Winter Leadership Conference on Saturday, December 3. These three committees will present a mock trial of an objection to final professional fees and a program on changes important to our committees under the new law. The mock trial will be presented in two parts, scheduled for 9:30 and 11:15 a.m.

Things to Look For in Future Newsletters

Judicial Update

Each update will include summaries of reported decisions from across the county that could directly or indirectly impact financial advisors in the bankruptcy context.

Articles

The Financial Advisors Committee welcomes articles from all ABI members. In order for an article to be included in the newsletter, the subject matter of the article must include information that members of this committee would find useful in their practice. Please forward any articles or other submissions to Ian Fredericks.