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Perpetual Equity Group

Perpetual Equity Group acquires controlling stakes in established, profitable businesses, from Lancaster County, United States. It states a focus on financial services, consumer & retail, construction and energy & utilities.

Disclosed holdings4
Earliest stated investment
HeadquartersLancaster County, United States
Stated fund size$25 million

Stated investment criteria

What Perpetual Equity Group says it buys

Read from Perpetual Equity Group’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Transaction typesDistressed1

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Nothing here is a commitment by Perpetual Equity Group to consider any particular business, and nothing on this page is represented as being for sale.

Portfolio

Disclosed holdings

Companies Perpetual Equity Group lists on its own website. No investment years are published.

CompanyInvestedYears heldRecorded transaction
Breezy Bear
Charter Lane
Charterlanemanagement
Stonemill Fulfillment

Compiled from Perpetual Equity Group’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

Valuation context

Transaction values in Financial Services

What companies have actually sold for in financial services, across 726 recorded transactions.

Median consideration$107m
Middle 50%$35m-$267m
Revenue multiple3.6×
EBITDA multiple9.55×

The full financial services picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

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