Investment Summary |
|
|---|---|
| Date | 2020-06-29 |
| Target | SAGE Program Underwriters |
| Sector | Insurance |
| Investor(s) | B.P. Marsh & Partners |
| Deal Type | Stake Purchase |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1990 |
| Size | Middle-Market |
| Type | Sector Focused |
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.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 31 |
| Sector: Insurance M&A | 23 of 27 |
| Type: Stake Purchase M&A Deals | 15 of 19 |
| State: Oregon M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-21 |
Lilley Plummer Risks
London, United Kingdom Lilley Plummer Risks is a provider of Bespoke Maritime Insurance Solutions to cater to the Global Shipping Industry. Lilley Plummer Risks is based in London, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-20 |
Walsingham Motor Insurance
London, United Kingdom Walsingham Motor Insurance is a Managing General Agent offering Motor Fleet insurance products to carefully selected partner brokers. Walsingham Motor Insurance is based in London, United Kingdom. |
Sell | - |
