London — Mayer Brown has advised CBPE Capital LLP, the private equity firm, on its investment in Perspective Financial Group Limited, following approval from the Financial Conduct Authority.
Perspective is a nationwide financial planning and wealth advisory business with a client centric culture, employing over 180 staff across 15 offices. It provides 18,000 clients with holistic and impartial financial advice to aid them in achieving their investment goals and objectives.
James West, Private Equity partner at Mayer Brown, said: “This was a fantastic opportunity to work with the CBPE team on another of their financial services investments. This is a sector that has proved very successful in recent years for CBPE and others and we wish them every success with this investment. It is a real opportunity to be part of the ongoing consolidation of the IFA market with a terrific team at Perspective.”
The Mayer Brown team was led by James West and co-leader of the global Corporate & Securities practice Perry Yam and included: Corporate & Securities senior associate Katrina Murphy and associates Katie Bunce and Jamie Ball; Banking & Finance partner Stuart Brinkworth, senior associate Danister de Silva and associate Ignacio Mirasol; Tax Transactions & Consulting partner Simon Rose; Financial Services Regulatory & Enforcement partner Chris Chapman and Employment & Benefits partner Christopher Fisher and consultant Andrew Stanger.