B.P. Marsh & Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, B.P. Marsh & Partners has acquired 1 company. It has also invested in 9 others.

B.P. Marsh & Partners’ most common sectors for investment are insurance (86%) and business services (8%). The Firm’s most common investment types include stake purchase (56%) and buyout (lbo, mbo, mbi) (19%). In total, B.P. Marsh & Partners has invested in 4 US states and 8 different countries.

The Firm’s most common exit type is trade sale (34%). B.P. Marsh & Partners’ largest (disclosed) exit occurred in 2013 when it sold Hyperion Insurance Group for $385M.

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M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity27
    • M&A Sell Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 8
  • M&A Buy/Sell Connections 3

B.P. Marsh & Partners PLC

4 Matthew Parker Street,
London, SW1H 9NP
United Kingdom
+44 (0)20 7233 3112
www.bpmarsh.co.uk
enquiries@bpmarsh.co.uk

B.P. Marsh & Partners is a specialist private equity investor in early stage financial services companies. B.P. Marsh looks to make minority investments of up to £5 million in opportunities based in the UK, Europe, and North America. Specific financial services businesses of interest include insurance intermediaries, asset managers, independent financial advisers, and professional consultants. B.P. Marsh & Partners was formed in 1990 and is based in London.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Insurance

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia, Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - 5
Enterprise Value - -
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.4/yr) # 15 2 5 2 2 1 27
Sell (0.0/yr) # 3 - - - - - 3
vol $385M $385M
  30

Most Recent M&A

Company Date Value Type
SAGE Program Underwriters, Inc. 2020-06-29 - Stake Purchase
Bend, Oregon · www.sageuw.com
Lilley Plummer Risks Ltd. 2019-10-21 - Stake Purchase
London, United Kingdom · www.lprisks.co.uk
Ag Guard Pty Ltd. 2019-07-01 - Buyout (LBO, MBO, MBI)
Crows Nest, Australia · www.agguard.com.au
ATC Insurance Solutions Pty Ltd. 2018-07-10 - Stake Purchase
Melbourne, Australia · www.atcis.com.au
Criterion Underwriting Pvt. Ltd. 2018-07-02 - Growth Capital
Singapore, Singapore · www.criterionmga.com
EC3 Brokers Ltd. 2017-12-18 - Stake Purchase
London, United Kingdom · www.ec3brokers.com
Mark Edward Partners LLC 2017-10-16 - Stake Purchase
New York, New York · www.markedwardpartners.com
XPT Group LLC 2017-06-19 - Stake Purchase
, United States · www.xptspecialty.com
CBC UK Ltd. 2017-02-17 - Stake Purchase
London, United Kingdom · www.cbcinsurance.co.uk
Stewart Specialty Risk Underwriting Ltd. 2017-01-30 - Stake Purchase
Toronto, Ontario · www.ssru.ca
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance 17 (94%) - 23 (85%) -
Business Services 1 (6%) - 2 (7%) -
Financial Services - - 2 (7%) -
Total 18 - 27 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 7 (39%) - 13 (48%) -
Australia 4 (22%) - 4 (15%) -
United States 3 (17%) - 4 (15%) -
  Oregon 1 (6%) - 1 (4%) -
  New York 1 (6%) - 1 (4%) -
  California - - 1 (4%) -
Singapore 2 (11%) - 2 (7%) -
Canada 1 (6%) - 1 (4%) -
  Ontario 1 (6%) - 1 (4%) -
Spain 1 (6%) - 1 (4%) -
Bermuda - - 1 (4%) -
South Africa - - 1 (4%) -
Domestic 7 (39%) - 13 (48%) -
Cross-border 11 (61%) - 14 (52%) -
Total 18 - 27 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Stake Purchase 14 (78%) - 15 (56%) -
Buyout (LBO, MBO, MBI) 1 (6%) - 5 (19%) -
Growth Capital 2 (11%) - 5 (19%) -
Acquisition Financing 1 (6%) - 1 (4%) -
PIPE - - 1 (4%) -
Total 18 - 27 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (33%) 385M (100%)
Bankruptcy 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 $385M

Deal Values

sell # Total
$100M to $1B 1 $385M
TOTAL $385M
Largest Hyperion Insurance Group Ltd.
$385M (2013-03-27)

M&A Connections

Deals %
Exited to
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%

Investor Summary

Size

Middle-Market

Established

1990

Specialist/Generalist

Specialist

Leadership

Oliver Bogue

Investment Director

Sinead O’Haire

CLO & Group Company Secretary

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