Investment: Perspective Financial Group Limited
Deal Type: Acquisition and Development Capital
Activity: Independent Financial Advice and Discretionary Fund Management
Equity Investment: £12.7m
Investment Date: April 2008
In April 2008, mpe invested in Perspective Financial Group Limited. Headquartered in Manchester with a national network of offices, the Company is focused on the provision of independent financial advice to individuals and pension advice to corporate clients, together with discretionary fund management of private investment portfolios. The Company has in place plans to expand both by way of acquisition and organic growth.
Since mpe’s investment, Perspective has made 31 acquisitions and continues to make further selective acquisitions. It is currently ranked in the top 15 financial advisory groups in the country.