Beech Tree Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Beech Tree Private Equity has invested in 6 companies.

Beech Tree Private Equity’s most common sectors for investment areinformation technology (36%) and financial services (15%) . The Firm’s most common investment types include growth capital (93%) and buyout (lbo, mbo, mbi) (8%). In total, Beech Tree Private Equity has invested in 2 different countries. Its largest (disclosed) acquisition occurred in 2016 when it acquired Wavenet for $54M.

In the last 3 years, Beech Tree Private Equity has exited 4 companies. The Firm’s most common exit type is secondary buyout (75%). Beech Tree Private Equity’s largest (disclosed) exit occurred in 2022 when it sold The Fluent Money Group for $112M.

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M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity14
    • M&A Sell Activity4
  • Total Sectors Invested 8
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 2
  • M&A Advisors 6

Beech Tree Private Equity

Beech Tree PE LLP

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 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 £30 million per transaction. Prospective transaction situations include owners looking to exit, management buyouts, and acquisition/expansion financings. Beech Tree 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 30
Enterprise Value 10 75
values in millions of GBP

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 7 1 3 - 3 - 14
vol $54M $54M
Sell (0.8/yr) # - - 1 3 - - 4
vol $112M $112M
  18

Most Recent M&A

Company Date Value Type
CovertSwarm Limited 2023-08-07 - Growth Capital
London, United Kingdom · www.covertswarm.com
Arc (UK) Systems Limited 2023-04-17 - Growth Capital
Basildon, United Kingdom · www.arcsystems.co.uk
Obsequio Group 2023-03-27 - Growth Capital
Leicester, United Kingdom · www.obsequio.co.uk
The Fluent Money Group Ltd. 2022-07-12 112M GBP Trade Sale
Horwich, United Kingdom · www.fluentmoney.co.uk
BCN Group Ltd. 2022-06-20 - Secondary Sale
Manchester, United Kingdom · www.bcn.co.uk
Redstor Ltd. 2022-01-11 - Secondary Sale
Reading, United Kingdom · www.redstor.com
Ancoris Ltd. 2021-08-03 - Growth Capital
Bracknell, United Kingdom · www.ancoris.com
Wavenet Ltd. 2021-05-20 - Secondary Sale
Solihull, United Kingdom · www.wavenetuk.com
Performanta Ltd. 2021-03-19 - Growth Capital
Maidenhead, United Kingdom · www.performanta.com
Advanta Wealth Ltd. 2021-01-06 - Growth Capital
London, United Kingdom · www.advantawealth.co.uk
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (50%) - 5 (36%) -
Financial Services 1 (10%) - 2 (14%) -
Internet Software and Services - - 2 (14%) -
Communications - - 1 (7%) 54M (100%)
Education 1 (10%) - 1 (7%) -
Information Services 1 (10%) - 1 (7%) -
Insurance 1 (10%) - 1 (7%) -
Safety/Security 1 (10%) - 1 (7%) -
Total 10 - 14 $54M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United Kingdom 9 (90%) - 13 (93%) 54M (100%)
Spain 1 (10%) - 1 (7%) -
Total 10 - 14 $54M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 10 (100%) - 13 (93%) -
Buyout (LBO, MBO, MBI) - - 1 (7%) 54M (100%)
Total 10 - 14 $54M

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (75%) -
Trade Sale 1 (25%) 112M (100%)
Total 4 $112M

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
3
Dow Schofield Watts Corporate Finance Ltd.
2
Oakley Advisory Ltd.
1
Legal Deals
Eversheds LLP
5
DLA Piper
5
Addleshaw Goddard
1

Deal Values

buy # Total
< $100M 1 $54M
TOTAL $54M
Largest Wavenet Ltd.
$54M (2016-08-11)
sell # Total
$100M to $1B 1 $112M
TOTAL $112M
Largest The Fluent Money Group Ltd.
$112M (2022-07-12)

M&A Connections

Deals
Exited to
Investor(s)
75%
3 (75%)
Strategic(s)
25%
1 (25%)

FAQ

When was Beech Tree Private Equity founded?

Beech Tree Private Equity was founded in 2014.

What type of investor is Beech Tree Private Equity?

Beech Tree Private Equity is a private equity firm.

Where is Beech Tree Private Equity headquartered?

Beech Tree Private Equity is headquartered in Wilmslow, United Kingdom.

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