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Cover Image Ian Wilkinson

Ian Wilkinson

CEO at PERSPECTIVE FINANCIAL GROUP LIMITED

Manager

Deal Bio

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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06 Jan 2020|United Kingdom|Asset Managers and Custodians

Target: PERSPECTIVE FINANCIAL GROUP LIMITED

Bidder: CBPE CAPITAL

14 Service Providers

4 Target | 10 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

10 May 2023|United Kingdom|Financial Data and Systems

Target: MARLBOROUGH PLACE

Bidder: PERSPECTIVE FINANCIAL GROUP LIMITED

2 Service Providers

5 Dealmakers

n/a

Value

06 Feb 2024|United Kingdom|Asset Managers and Custodians

Target: PERSPECTIVE FINANCIAL GROUP LIMITED

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

10 Service Providers

1 Target | 2 Bidder | 7 Vendor

8 Dealmakers

3 Target | 2 Bidder | 4 Vendor

n/a

Value

31 Jan 2025|United Kingdom|Diversified Financials

Target: SQUARE ONE WEALTH MANAGEMENT LLP

Bidder: PERSPECTIVE FINANCIAL GROUP LIMITED

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

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