M&A Deal Summary

Mosaic Private Equity Acquires Perspective Financial Group

On April 1, 2008, private equity firm Mosaic Private Equity acquired financial services company Perspective Financial Group for 11M GBP

Acquisition Highlights
  • This is Mosaic Private Equity’s 2nd transaction in the Financial Services sector.
  • This is Mosaic Private Equity’s largest (disclosed) transaction.
  • This is Mosaic Private Equity’s 1st transaction in the United States.
  • This is Mosaic Private Equity’s 1st transaction in Pennsylvania.
Investment Fate
  • Perspective Financial Group was sold to a strategic buyer in 2018.

M&A Deal Summary
Date 2008-04-01
Target Perspective Financial Group
Sector Financial Services
Buyer(s) Mosaic Private Equity
Deal Type Buyout (LBO, MBO, MBI)
Deal Value 11M GBP

Target

Perspective Financial Group

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

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Buyer(S) 1

Buyer

Mosaic Private Equity

Wilmslow, United Kingdom

Investor Investor

website

Category Private Equity Firm
Founded 2006
Size Small
Type Sector Agnostic
DESCRIPTION

Mosaic Private Equity Ltd is a UK private equity firm focused on investments in traditional industries. Mosaic looks to invest £500,000 to £10 million in companies generating at least £1 million in profits. The Firm generally provides funding for management buyouts, development needs, acquisition financings, or shareholder liquidity. Mosaic Private Equity Ltd was formed in 2006 and is based in Manchester.

DEAL STATS #
Overall 4 of 11
Sector (Financial Services) 2 of 2
Type (Buyout (LBO, MBO, MBI)) 2 of 3
State (Pennsylvania) 1 of 1
Country (United States) 1 of 1
Year (2008) 2 of 3
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-04-01 Perspective Financial Group

Chorley, United Kingdom

Perspective Financial Group is a financial planning and wealth advisory business with a client-centric culture. The group provides its 18,000 clients with holistic and impartial financial advice to aid them in achieving their investment goals and objectives. Perspective Financial Group was founded in 2008 and is based in Chorley, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2008-09-01 Citation

Wilmslow, United Kingdom

Citation is a partner to UK Small and Medium-Sized Enterprises in the areas of Employment Law, HR, and Health & Safety compliance. Citation offers a cost-efficient, effective solution that makes even smaller employers compliant with best practices in H&S and HR, with measurable results in improving workplace safety. Citation was established in 1955 and is based in Wilmslow, United Kingdom.

Buy -
Mergr

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