Beech Tree PE Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Beech Tree PE has invested in 3 companies.

Beech Tree PE’s most common sectors for investment are internet software and services (34%) and communications (17%). The Firm’s most common investment types include growth capital (84%) and buyout (lbo, mbo, mbi) (17%). Its largest (disclosed) acquisition occurred in 2016 when it acquired Wavenet for $54M.

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Advisors 5

Beech Tree PE is a private equity firm focused on investing in and partnering with mid-sized businesses in the support services, technology, consumer, financial services, and healthcare sectors. The Firm will consider opportunities throughout the UK and looks to commit £10 to £40 million per transaction. Prospective transaction situations include owners looking to exit, management buyouts, and acquisition/expansion financings. Beech Tree PE was established in 2014 and is headquartered in Wilmslow, England.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Financial Services, Healthcare Services, Information Technology, Manufacturing

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

Geographic Preferences: United Kingdom

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA - -
Investment Size 10 40
Enterprise Value - -
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 1 2 1 1 1 - 6
vol $54M $54M
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Avid Insurance Services Ltd. 2019-08-21 - Growth Capital
London, United Kingdom · www.avidinsurance.co.uk
BCN Group Ltd. 2018-11-19 - Growth Capital
Manchester Airport, United Kingdom · www.bcn.co.uk
Learnlight 2017-04-05 - Growth Capital
London, United Kingdom · www.learnlight.com
Wavenet Ltd. 2016-08-11 54M GBP Buyout (LBO, MBO, MBI)
West Midlands, United Kingdom · www.wavenetuk.com
The Fluent Money Group Ltd. 2016-03-02 - Growth Capital
Lancashire, United Kingdom · www.fluentmoney.co.uk
RS Fleet Ltd. 2015-05-05 - Growth Capital
Coleshill, United Kingdom · www.rsfleet.co.uk
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Wavenet Ltd. 2016-08-11 Talk Internet Ltd. 2017-04-05 1
West Midlands, United Kingdom · www.wavenetuk.com Warrington, United Kingdom · www.talkinternet.co.uk

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 2 (33%) - 2 (33%) -
Communications 1 (17%) 54M (100%) 1 (17%) 54M (100%)
Education 1 (17%) - 1 (17%) -
Insurance 1 (17%) - 1 (17%) -
Technology Hardware 1 (17%) - 1 (17%) -
Total 6 $54M 6 $54M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 6 (100%) 54M (100%) 6 (100%) 54M (100%)
Total 6 $54M 6 $54M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (83%) - 5 (83%) -
Buyout (LBO, MBO, MBI) 1 (17%) 54M (100%) 1 (17%) 54M (100%)
Total 6 $54M 6 $54M

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
 2
Dow Schofield Watts Corporate Finance Ltd.
 2
Oakley Advisory Ltd.
 1
Legal Deals
DLA Piper
 3
Eversheds LLP
 2

Deal Values

buy # Total
< $100M 1 $54M
TOTAL $54M
Largest Wavenet Ltd.
$54M (2016-08-11)

Investor Summary

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Paul Franks

Co-Founder

Andy Marsh

Co-Founder

Adam Rudd

Investment Director

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