Potential Acquisition of Perspective Financial Group

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Dyer Baade & Company supported a leading mid-market private equity firm with the potential acquisition of Perspective Financial Group (Perspective).

 
 

Transaction Overview

Deal Type: Potential Acquisition
Industry/Sector: IFA/Wealth Management
Size: Not disclosed
Year: 2019
Mandate: Expert Buy-side adviser

Lead Partner
Stuart Dyer
Mobile: +44 7881 220426
Email: stuart.dyer@dyerbaade.com
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Perspective is the parent company of 15 financial advisory firms and one discretionary fund management firm. The firm has more than 180 staff, serving more than 18,000 clients with £2.8 billion Assets under Management.

Perspective announced on 06/01/2020 that it took on investment from CBPE.

Dyer Baade & Company specialise in transactions in the wealth management space. Read more about our expertise here. 

About Dyer Baade & Company

Dyer Baade & Company is an independent corporate finance boutique. We are M&A specialists in financial services and other complex sectors advising entrepreneurs & business owners, private equity & financial investors as well as trade buyers & strategic investors. For more information go to dyerbaade.com.

 
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