Skip to content

Thistle Initiatives Supports Perspective Financial Group Limited

We are pleased to announce that our client, Perspective Financial Group Limited (“Perspective”) has exchanged contracts on its sale to private equity firm Charlesbank Capital Partners LLC (“Charlesbank”).

Thistle Initiatives was engaged by Perspective to carry out sell-side regulatory due diligence on Perspective, helping to prepare for the sale of its business. Thistle worked alongside and supported Perspective in discussions with potential buyers throughout the sales process.

“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 to 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, CEO at Perspective.

“The M&A team at Thistle Initiatives played a pivotal role in conducting the sell-side regulatory due diligence for Perspective with unwavering commitment. The team's expertise was evident in every aspect of the process.”  - Julie Hepworth, Chief Regulatory Officer at Perspective.

"My congratulations go out to the entire Perspective team on this transaction. Collaborating with Perspective on this regulatory due diligence project and subsequent sale, has been a pleasure, and we look forward to a continued partnership with them in the years ahead." - Alex Paschalis, Investments Director at Thistle Initiatives.

To find out more about our Change in Control and Acquisition Due Diligence services or to speak to a member of our expert team, please call 0207 436 0630 or email