B.P. Marsh & Partners Plc

B.P. Marsh & Partners PLC is a specialist VC/PE investor in early stage financial services business and will consider investment opportunities based in the United Kingdom and Internationally. We typically invest amounts of up to £5m in the first round, taking minority equity positions. We drive value creation by partnering with ambitious, highly skilled management teams and entrepreneurs seeking a long-term partnership that will provide them not only with growth capital but also access to a team that brings a deep knowledge base in mergers, acquisitions, business sales, business growth and transformation, as well as the financial and legal aspects inherent in growing a business. B.P. Marsh’s reputation is built on the people we partner with and we seek to ensure that all our investments are a true partnership. We are comfortable with long-term investment, with a portfolio holding average of 7 years, but having held some investments for 20 years. We do not insist on exit clauses to force through a sale at a set date, preferring to work alongside management to identify the optimum sale and exit route. We always appoint a Non-Executive Director to the Board of the companies we invest in, to advise and support management teams during the period of investment, whilst not interfering with the day-to-day operational running of your business. Each investee company also has access to our full team and their experience in particular disciplines or sectors. B. P. Marsh has invested in 46 financial service businesses since it was founded in 1990 and in February 2006 admitted its shares for trading on the Alternative Investment Market (AIM). The current portfolio has 13 investments in the insurance and wealth management sectors. We aim to be the capital provider of choice for the SME financial services market and to provide our investors with an opportunity to access this niche.