Beech Tree PE Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Beech Tree PE has invested in 4 companies.

Beech Tree PE’s most common sectors for investment are information technology (25%) and internet software and services (25%). The Firm’s most common investment types include growth capital (88%) and buyout (lbo, mbo, mbi) (13%). Its largest (disclosed) acquisition occurred in 2016 when it acquired Wavenet for $54M.

In the last 3 years, Beech Tree PE has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Advisors 5

Beech Tree PE LLP

Suite 2, First floor, Building 2 The Colony Altrincham Road,
Wilmslow, SK9 4LY
United Kingdom
+01613 594 316
www.beechtreepe.com
paul.franks@beechtreepe.com

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.0/yr) # 3 1 1 1 1 1 8
vol $54M $54M
Sell (0.2/yr) # - - - - - 1 1
  9

Most Recent M&A

Company Date Value Type
Wavenet Ltd. 2021-05-20 - Secondary Buyout
Solihull, United Kingdom · www.wavenetuk.com
Performanta Ltd. 2021-03-19 - Growth Capital
Maidenhead, United Kingdom · www.performanta.com
Transparity Solutions Ltd. 2020-09-24 - Growth Capital
Dorset, United Kingdom · www.transparity.com
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)
Solihull, 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 >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (29%) - 2 (25%) -
Internet Software and Services 2 (29%) - 2 (25%) -
Communications - - 1 (13%) 54M (100%)
Education 1 (14%) - 1 (13%) -
Insurance 1 (14%) - 1 (13%) -
Technology Hardware 1 (14%) - 1 (13%) -
Total 7 - 8 $54M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 7 (100%) - 8 (100%) 54M (100%)
Total 7 - 8 $54M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (100%) - 7 (88%) -
Buyout (LBO, MBO, MBI) - - 1 (13%) 54M (100%)
Total 7 - 8 $54M

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
 3
Dow Schofield Watts Corporate Finance Ltd.
 2
Oakley Advisory Ltd.
 1
Legal Deals
DLA Piper
 4
Eversheds LLP
 3

Deal Values

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

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Size

Small

Established

2014

Specialist/Generalist

Generalist

Leadership

Andy Marsh

Co-Founder

Paul Franks

Co-Founder

Adam Rudd

Investment Director

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