Perspective provides M&A head because it eyes extra acquisitions

Monetary Planning agency Perspective has appointed Sam Ward as head of mergers and acquisitions.

Mr Ward may even be part of the agency’s board.

In his new position, Mr Ward will head the Monetary Planner’s acquisitions programme which has for a lot accomplished 80 acquisitions.

Mr Ward has 15 years of monetary providers expertise, together with 10 years as an M&A adviser.

He joins Perspective from M&A specialist funding financial institution Houlihan Lokey the place he suggested Perspective’s shareholders on their current transaction with new personal fairness proprietor Charlesbank Capital Companions.

He mentioned: “I’ve had the privilege of working carefully with Ian, David, Julie and the remainder of the Perspective crew as a part of the Charlesbank funding course of, and I used to be subsequently actually happy to be given the chance to affix them at such an thrilling time within the group’s journey.

“Their unity as a board, their unassuming strategy, and their capability and drive to get issues executed, all give me nice confidence that Perspective’s greatest years nonetheless lie forward.”

Perspective has additionally appointed Martyn Davey as regional operations director.

He joined from Hurst Level Group the place he held roles together with head of recommendation the place he held accountability for over 100 Monetary Planners. He was previously managing director of Argentis Monetary Administration which was purchase by Hurst Level Group in 2020.

Mr Davey mentioned he was interested in Perspective’s “client-centric strategy”.

Perspective, based mostly in Chorley, Lancashire, made 22 acquisitions in 2023 bringing the overall to 80 because it was based and trebling its dimension within the final 5 years.

The agency accomplished two extra acquisitions shortly earlier than Christmas, including £190m AUM to the agency. It acquired £135m AUM Colchester-based Park Lane Impartial Monetary Advisers Ltd which has 300 households as shoppers. It additionally added the £55m AUM shopper banks of former Fairstone Monetary Administration colleagues Simon McGechie and Paul Adams, bringing in 265 shoppers.

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