Perspective Financial Group Acquires Charles Reynolds & Associates

On December 11, 2009, Perspective Financial Group acquired financial services company Charles Reynolds & Associates

This is Perspective Financial Group’s 1st transaction in the Financial Services sector.
This is Perspective Financial Group’s 1st transaction in the United Kingdom.

M&A Deal Summary
Date	2009-12-11
Target	Charles Reynolds & Associates
Sector	Financial Services
Buyer(s)	Perspective Financial Group
Deal Type	Add-on Acquisition

Barnet, United Kingdom

Charles Reynolds & Associates Ltd. provides advisory services.

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Berwyn, Pennsylvania, United States

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

DEAL STATS	#
Overall	1 of 1
Sector: Financial Services M&A	1 of 1
Type: Add-on Acquisition M&A Deals	1 of 1
Country: United Kingdom M&A	1 of 1
Year: 2009 M&A	1 of 1