(as at 31 July 2024)
B.P. Marsh & Partners PLC (AIM: BPM) is a specialist private equity investor in early stage financial services businesses based in the United Kingdom and globally, with a specific focus on Insurance Intermediaries.
Highlighted news
Key metrics
£252.9m
Net Asset Value (NAV)
690.8p
Net Asset Value (NAV) per Share
61
Investments made since inception
17
Active Investments in Portfolio
”Our consistent investment philosophy has continued to deliver strong NAV growth and returns for shareholders. Our unique insights and relationships in the start-up insurance intermediary space means we see the best quality new investment opportunities, and our expertise helps our portfolio companies fulfil their potential.
Brian Marsh OBEChairman
Strategy in action
Since inception B.P. Marsh has maintained an average compound annual increase in Net Asset Value (“NAV”) of over 12%.
Share price information
It is to be noted that the diluted NAV per share figure at 31 July 2024 is 658.5p (31 January 2024: 626.9p, 31 July 2023: 556.3p). Please refer to Note 3 within the Half Year Results for the 6 months to 31 July 2024 as released on 23 October 2024
Investment case
The global insurance market continues to be a promising destination for investors and investees through all phases of business growth. Our position as capital provider of choice for the sector in which we operate offers us unparalleled access to new opportunities.
Recent exits
71
New investment opportunities in 12 months to January 2024
52%
New enquiries from referrals from our existing network
Team
History
B.P. Marsh was founded in 1994 and has since invested in 61 companies. We have 19 investments in our current portfolio based in the UK and around the world.
