CBPE Capital completed the investment in Perspective.

Private equity firm CBPE Capital completed the investment in Perspective, a nationwide financial planning and wealth advisory business. Financial terms were not disclosed. "Perspective is a great business with a strong management team, robust compliance approach and a respected and increasingly high-profile brand. We have been hugely impressed with the strength of the team, but also their absolute focus on the client. We believe this quality is key to the success of Perspective. We look forward to supporting management as they deliver on the strategy which combines a continued focus on providing high quality advice to their existing client base, growing organically and making selective acquisitions," Richard Thompson, CBPE Director.