About us

The Company’s business model and strategy are set out in the Company’s 2023 Annual Report.

The key challenges to the business and how these are mitigated are detailed on pages 50 – 54 of the Company’s 2023 Annual Report.

B.P. Marsh & Partners PLC is a specialist investor in early stage financial services intermediary businesses, including insurance intermediaries, financial advisors, wealth and fund managers and specialist advisory and consultancy firms. It considers investment opportunities based in various parts of the world.

The Group’s aim is to be the capital provider of choice for the financial services intermediary sector and to deliver to its investors long-term capital growth alongside a sustainable distribution policy.

The Group invests amounts of up to £5m in the first round. Investment structure is flexible and investment stage ranges from start up to more developed. The Group initially only takes minority equity positions and does not seek to impose exit pressures, preferring to be able to take a long-term view where required and work alongside management to a mutually beneficial exit route that maximises value.

B.P. Marsh has invested in over 50 businesses since it was founded in 1990 and its management team has a wealth of experience and a well-developed network within the financial services sector.

In addition, the Group is fully committed to upholding a high standard of ethics and corporate social responsibility, and the Board regularly reviews the Company’s values and behaviours to ensure that these are respected.