Charlesbank Capital Partners to acquire Perspective Financial Group from CBPE Capital.

Charlesbank Capital Partners, a private equity investment firm, agreed to acquire Perspective Financial Group, a financial planning company, from CBPE Capital, a private equity firm. Financial terms were not disclosed. "From the outset, CBPE understood the key element of a successful wealth business and the importance of maintaining our client-centric culture. They have been a constant and supportive presence throughout the past four years. Together, we have built a highly efficient M&A execution and integration team, which has allowed us become the go-to acquirer for retiring IFA businesses. We are excited to partner with Charlesbank and believe this new partnership will help us continue building on our success to date and enable us to take our business to new heights," Ian Wilkinson, Perspective Financial Group CEO.