Investment Summary

Preservation Capital Partners Invests In Optio

On January 1, 2020, private equity firm Preservation Capital Partners invested in insurance company Optio

Investment Highlights
  • This is Preservation Capital Partners’ 2nd transaction in the Insurance sector.
  • This is Preservation Capital Partners’ 2nd transaction in the United Kingdom.

Investment Summary

Date 2020-01-01
Target Optio
Sector Insurance
Investor(s) Preservation Capital Partners
Deal Type Growth Capital

Target

Optio

London, United Kingdom
Optio is a vertically integrated and scaled insurance managing general agent with a focus on high growth emerging and specialty lines of business. Optio was founded in 2019 and is based in London, United Kingdom.

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Investor(S) 1

Investor
DESCRIPTION

Preservation Capital Partners is a private equity firm focused on growth investments in financial technology and services companies across Europe. The Firm partners with management teams in expanding companies with defensible market positions and high barriers to entry. Preservation considers both minority and majority positions, with a typical equity investment of £50 to £150 million. Preservation Capital Partners was founded in 2017 and is headquartered in London, England.


DEAL STATS #
Overall 2 of 5
Sector (Insurance) 2 of 3
Type (Growth Capital) 2 of 3
Country (United Kingdom) 2 of 4
Year (2020) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-05 BMS Group

London, United Kingdom

BMS Group is an independent and employee-owned, specialist (re)insurance broking group which provides clients with local service and global solutions. BMS Group was founded in 1980 and is based in London, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-09 Parmenion

Bristol, United Kingdom

Parmenion is a provider of technology solutions and discretionary fund management (DFM) services to adviser firms and savers in the UK. Parmenion was founded in 2007 and is based in Bristol, United Kingdom.

Buy -