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Client: Perspective Financial Group

Due Diligence

Deal Background

Perspective Financial Group Limited is a leading Independent Financial Advisor (IFA) offering whole of the market, fee based financial advice throughout the whole of the UK.

The Group company is a consolidation vehicle within the financial services industry with subsidiaries based throughout the UK providing specialist, local advice to their customers.

How Langtons Helped

Langtons acted for Perspective Financial Group and finance providers by undertaking financial due diligence on the target companies for acquisition, as well as providing tax advice regarding the structure of the group.

Langtons have since acted for the group and its funders, undertaking financial due diligence for further acquisitions made.

Results

Perspective Financial Group Limited received an Β£11m investment from Mosaic Private Equity and Lloyds TSB Corporate Markets.

This investment allowed the group to acquire Perspective Financial Management Limited, Cambridge Investments Limited and Harrogate IFS Limited