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B.P. MARSH & PARTNERS PLC — Investor Relations & Filings

Ticker · BPM ISIN · GB00B0XLRJ79 LEI · 2138008G8EPE3HAHEM13 IL Financial and insurance activities
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Filings indexed 725 across all filing types
Latest filing 2023-06-22 Transaction in Own Shar…
Country GB United Kingdom
Listing IL BPM

About B.P. MARSH & PARTNERS PLC

https://www.bpmarsh.co.uk/

B.P. Marsh & Partners PLC is a specialist private equity and venture capital firm that invests in early-stage and small to medium-sized financial services businesses. The company has a particular focus on insurance intermediaries. Its investment strategy involves taking long-term, minority equity positions, typically between 20% and 40%, in its portfolio companies. The firm provides both capital and expertise to support the sustainable growth of these businesses. This approach, described as 'farmers not hunters', aims to nurture companies to fulfill their potential and deliver attractive, long-term returns for shareholders. Since its inception, the firm has invested in over 60 companies.

Recent filings

Filing Released Lang Actions
Transaction in Own Shares
Transaction in Own Shares Classification · 99% confidence The document explicitly announces a 'Transaction in Own Shares' and details the purchase of ordinary shares by the company itself, including the number of shares bought back, the prices paid, and the resulting number of shares held in Treasury. This directly corresponds to the definition for 'Transaction in Own Shares' (Code: POS). The presence of the RNS Number and the closing statement about RNS being the Primary Information Provider confirms it is a regulatory announcement, but the specific content dictates the most precise classification is POS.
2023-06-22 English
New Investment – Pantheon Specialty Limited
Board/Management Information Classification · 99% confidence The document is a formal announcement dated June 21, 2023, originating from B.P. Marsh & Partners Plc, identified by the RNS Number 4813D. The content details a 'New Investment' where the company subscribed for a 25% stake in Pantheon Specialty Limited and provided loan funding to Denison and Partners Limited. It also announces management changes (Robert Dowman becoming CEO, Alasdair Ritchie becoming Chairman). This type of announcement, detailing corporate transactions, investments, and key personnel changes, is characteristic of a general regulatory news service release. Since it is not a full annual report (10-K), a specific earnings release (ER), a proxy statement (DEF 14A), or a dedicated management discussion (MDA), and it is clearly distributed via RNS (London Stock Exchange's news service), the most appropriate classification is Regulatory Filings (RNS), which serves as the general category for such market-sensitive news releases that don't fit narrower definitions.
2023-06-21 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document explicitly announces a 'Transaction in Own Shares' and details the purchase of ordinary shares by the company itself, including the number of shares purchased, the price range, and the resulting number of shares held in Treasury. This directly corresponds to the definition of 'Transaction in Own Shares' (Code: POS). The presence of the RNS Number and the closing statement about RNS confirms it is a regulatory announcement, but the specific content dictates the classification over the general RNS fallback.
2023-06-21 English
Transaction in Own Shares
Transaction in Own Shares Classification · 99% confidence The document explicitly announces a 'Transaction in Own Shares' and details the purchase of ordinary shares by the company itself, specifying the number of shares bought, the price paid, and the resulting number of shares held in Treasury. This directly matches the definition for 'Transaction in Own Shares' (Code: POS). The presence of the RNS Number and the closing statement about RNS distribution confirms it is a regulatory announcement, but the specific content dictates the more precise classification of POS over the general RNS fallback.
2023-06-19 English
Dividend payment date correction
Notice of Dividend Amount Classification · 99% confidence The document is a short announcement (4347 characters) distributed via RNS (indicated by the RNS Number and footer information). The core content is a correction regarding the payment date for a recommended dividend, which is contingent on shareholder approval at the Annual General Meeting (AGM). Since the primary purpose is to announce a specific detail about a dividend payment date, the most fitting category is 'Notice of Dividend Amount' (DIV). Although it mentions the AGM, the focus is the dividend mechanics, not the AGM materials themselves (AGM-R) or the full results announcement (ER). Given the short length and the nature of correcting a specific financial detail, DIV is the best fit, although RPA or RNS could also be considered if DIV wasn't available. Since DIV is available and highly specific to the content, it is chosen.
2023-06-13 English
Final Results
Earnings Release Classification · 95% confidence The document is an 'Earnings Release' (ER) because it is an initial announcement of financial results for the year ended 31 January 2023. It contains key highlights, financial metrics (NAV, profit before tax), dividend information, and management commentary. While it references 'audited Consolidated Financial Statements', the document itself is the RNS announcement summarizing these results, not the full annual report document. It fits the definition of an Earnings Release as it provides the initial summary of performance and highlights. FY 2023
2023-06-13 English

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