Question 1

What does Perspective Financial Group do?

Accepted Answer

Perspective Financial Provides clients with comprehensive & specialized guidance to help them reach their financial goals &objectives.

Question 2

In what sectors does Perspective Financial Group operate?

Accepted Answer

Perspective Financial Group operates in Consulting, Financial Services, Legal, Retirement, Wealth Management.

Question 3

How many companies has Perspective Financial Group acquired?

Accepted Answer

Perspective Financial Group has made 11 acquisitions between 2009-2024, with a total disclosed deal value of $100.0M.

Question 4

How many acquisitions does Perspective Financial Group make in a year?

Accepted Answer

Over the last 5 years, Perspective Financial Group has made about 1.6 acquisitions per year.

Question 5

What companies are owned by Perspective Financial Group?

Accepted Answer

Companies acquired by Perspective Financial Group include Tony Fenton & Sons Wealth Management, P W Financial Management, Foinaven Asset Management, Springfield Financial Services, Whittington Goddard Associates, Copthorne Financial Services, Informed Financial Advice, Atkinson White Partnership, and 3 more.

Question 6

What are Perspective Financial Group's major acquisitions?

Accepted Answer

Perspective Financial Group's largest acquisitions include Informed Financial Advice ($100.0M, 2022).

Question 7

What is Perspective Financial Group's largest acquisition?

Accepted Answer

Perspective Financial Group's largest disclosed acquisition is Informed Financial Advice for $100.0M (2022).

Question 8

What was Perspective Financial Group's first acquisition?

Accepted Answer

Perspective Financial Group's first recorded acquisition was McGregors Wealth Management in 2009.

Question 9

What was Perspective Financial Group's most recent acquisition?

Accepted Answer

Perspective Financial Group's most recent acquisition is Tony Fenton & Sons Wealth Management, announced December 2024.

Question 10

What is the average deal size for Perspective Financial Group acquisitions?

Accepted Answer

The average disclosed deal size for Perspective Financial Group acquisitions is $100.0M.

Question 11

What is the median deal size for Perspective Financial Group acquisitions?

Accepted Answer

The median disclosed deal size for Perspective Financial Group acquisitions is $100.0M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Perspective Financial Group spent on acquisitions?

Accepted Answer

Perspective Financial Group has spent at least $100.0M across its disclosed acquisitions (of 11 total deals; some prices are undisclosed).

Question 13

Which sector has Perspective Financial Group spent the most on?

Accepted Answer

Perspective Financial Group has committed the most disclosed capital to Banking companies — about $100.0M across its deals in that sector.

Question 14

What sectors does Perspective Financial Group usually acquire in?

Accepted Answer

Perspective Financial Group most frequently acquires companies in Financial Services, Finance, Consulting.

Question 15

In which sector has Perspective Financial Group made the most acquisitions?

Accepted Answer

Perspective Financial Group has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Perspective Financial Group make the most acquisitions?

Accepted Answer

Perspective Financial Group made the most acquisitions in 2024, with 6 deals.

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