Meritz Securities Partners with Samjong KPMG for M&A Advisory Collaboration, Strengthening Corporate Finance and Wealth Management Synergy

Meritz Securities is partnering with Samjong KPMG to strengthen its M&A advisory capabilities and expand its premium wealth management services.

On the 18th, Meritz Securities announced on the 23rd that it had signed a Memorandum of Understanding (MOU) for “M&A and Financial Advisory Services” with Samjong KPMG.

The signing ceremony was attended by key executives from both companies, including Lee Kyungsoo, Executive Director of Meritz Securities’ Retail Division, Choi Munhee, Managing Director and Head of PIB Gangnam Center, Kim Idong, Head of Financial Advisory at Samjong KPMG, and Won Jungjun, Deputy Head of M&A Center at Samjong KPMG.

Through this agreement, the two companies plan to combine their respective strengths to provide differentiated corporate finance services. Meritz Securities will leverage its industry-leading corporate finance capabilities and the high-net-worth individual and corporate client network secured by its PIB Center, while Samjong KPMG will establish a collaborative system based on its accumulated M&A expertise.

In particular, for clients considering a company sale, the companies will offer an integrated service covering the entire process, from M&A advisory and identifying potential buyers to executing the sale and managing funds after the transaction is completed.

Through the partnership with Samjong KPMG, Meritz Securities plans to connect specialized investment products and customized wealth management services, previously offered to existing clients, to customers who have completed sale procedures and wish to manage their assets afterward.

This agreement is part of Meritz Securities’ growth strategy for its PIB Center. The PIB Center is a platform that combines corporate finance and wealth management services, providing differentiated premium wealth management solutions for ultra-high-net-worth individuals and family offices.

Meritz Securities expects that, along with an expanding client base, demand for a variety of corporate finance advisory services—including not only investments but also M&A—will continue to grow, and that this collaboration with Samjong KPMG will help discover new growth opportunities.

Choi Munhee, Head of the PIB Gangnam Center at Meritz Securities, said, “Since the PIB Center was launched last year, we have rapidly expanded our client base. As the number of clients increases, requests for various investment banking advisory services, including M&A, are also rising.”

He added, “We expect that this business agreement with KPMG will become an important foundation for the PIB Center to grow to the next level.”

Through this agreement, Meritz Securities plans to further strengthen its competitiveness in corporate finance and premium wealth management by building a one-stop financial service that connects M&A advisory with post-transaction asset management.

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