Perspective Financial Group - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Perspective Financial Group M&A Summary

Perspective Financial Group has acquired 1 company of its own.

The Company’s most targeted sectors include financial services (100%).

Perspective Financial Group Ownership

Who owns Perspective Financial Group?

Perspective Financial Group is owned by Alera Group. It was acquired on November 15, 2018.

Was Perspective Financial Group formerly PE-backed?

Yes. Perspective Financial Group was formerly owned by 1 private investor.

Perspective Financial Group Business Overview

Where is Perspective Financial Group headquartered?

Perspective Financial Group is headquartered in Berwyn, Pennsylvania.

What sector is Perspective Financial Group in?

Perspective Financial Group is a financial services company.

When was Perspective Financial Group founded?

Perspective Financial Group was founded in 1976.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Perspective Financial Group

Perspective Financial Group

1041 Old Cassatt Road,
Berwyn, Pennsylvania 19312
United States,
(610) 854-0035
www.pfg1976.com

Perspective Financial Group is a wealth management firm, based in Berwyn, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Charles Reynolds & Associates Ltd. 2009-12-11 - Add-on Acquisition
Barnet, United Kingdom
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1976

Subsidiary of

Alera Group

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Pennsylvania Companies , Financial Services Companies , United States Companies , Pennsylvania Financial Services Companies , Pennsylvania Financial Services with Acquisitions , Pennsylvania Financial Services with Divestitures

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