Stake Purchase • Insurance

B.P. Marsh & Partners Invests In SAGE Program Underwriters

On June 29, 2020, private equity firm B.P. Marsh & Partners invested in insurance company SAGE Program Underwriters

Investment Context
  • This is B.P. Marsh & Partners’ 23rd transaction in the Insurance sector.
  • This is B.P. Marsh & Partners’ 4th transaction in the United States.
  • This is B.P. Marsh & Partners’ 1st transaction in Oregon.

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Investment Summary

Date June 29, 2020
Target SAGE Program Underwriters
Sector Insurance
Investor(s) B.P. Marsh & Partners
Deal Type Stake Purchase

Target Company

SAGE Program Underwriters

Bend, Oregon, United States
SAGE Program Underwriters is a provider of specialist insurance products to niche industries, initially in the inland delivery and field sports sectors. SAGE Program Underwriters was founded in 2019 and is based in Bend, Oregon.
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Investor Overview 1

Investor

B.P. Marsh & Partners

London, United Kingdom

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1990
Size Middle-Market
Type Sector Focused
DESCRIPTION

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 Context for Investor #
Overall 27 of 31
Sector: Insurance 23 of 27
Type: Stake Purchase 15 of 19
State: Oregon 1 of 1
Country: United States 4 of 4
Year: 2020 1 of 1
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -