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Perspective Financial Group

February 2024
UK & Ireland, Undisclosed

Liberty advises the management team of Perspective Financial Group on their acquisition by Charlesbank Capital Partners

Perspective Financial Group

Liberty Corporate Finance is delighted to announce that we have advised Perspective Financial Group, an independent financial adviser with operations across the UK on securing new private equity backing from Charlesbank Capital Partners, a Boston, US-based firm that originally oversaw private equity investments inside the Harvard University endowment and became independent in 1998.

Founded in 2008, Perspective Financial Group has £8bn in assets under advice and provides financial planning, as well as investment management services through its Cambridge affiliate.

The group is led by a management board including chief executive Ian Wilkinson, CFO David Hesketh, and CRO Julie Hepworth, who work alongside approximately 500 employees, 140 of whom are financial advisers operating out of the group's 40 offices across the UK.

Charlesbank Capital Partners will succeed Perspective's current private equity investor, CBPE Capital. The management team will remain significant shareholders alongside Charlesbank.

Perspective has completed more than 80 acquisitions since its 2008 launch, including in excess of 45 since CBPE invested in 2019.

When we were acquired by CBPE in December 2019 the management team didn’t engage any dedicated advisers to specifically act on our behalf and when Liberty were introduced to us as concept, we decided to engage them, which was extremely beneficial to us in lots of ways, including creating a bridge between us and the new potential owners, which allowed Liberty to negotiate the best commercial terms for us, without us feeling that we were being overly demanding with a firm that we will be working with for the next 4-5 years.

Ian Wilkinson
Chief Executive of Perspective Financial Group

Mick McDonagh
It has been a pleasure working with Ian, Julie and David on securing support from Charlesbank. They have delivered very significant growth in recent years with exciting plans to continue on that path in the future and we look forward to helping them through to completion of this transaction and beyond.

Michael McDonagh
+44 (0) 7715 705 000