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

Ticker · BPM ISIN · GB00B0XLRJ79 LEI · 2138008G8EPE3HAHEM13 IL Financial and insurance activities
Filings indexed 723 across all filing types
Latest filing 2025-09-23 Earnings Release
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
Trading Update
Earnings Release Classification · 100% confidence The document is a 'Trading Update' issued by B.P. Marsh & Partners PLC for the six-month period ended 31 July 2025. It provides a detailed narrative summary of financial performance, portfolio activity, dividend payments, share buy-backs, and investment updates. While it contains financial data, it is not a full interim report (IR) or a formal earnings release (ER) but rather a management-led update on business trends and outlook. According to the provided definitions, this fits best as a Management Report (MDA), which covers management's detailed explanation of financial results, business trends, and outlook. H1 2025
2025-09-23 English
New Investment
Capital/Financing Update Classification · 95% confidence The document is an announcement regarding a new investment by B.P. Marsh & Partners PLC in Salus Capital Partners Limited. It details the acquisition of a 35% shareholding and the provision of funding. This type of corporate activity, specifically an investment or acquisition announcement, falls under the category of M&A Activity (TAR) as it relates to the company's expansion and investment portfolio strategy.
2025-09-22 English
New Investment: Supporting the Growth of XPT Group
Regulatory Filings Classification · 98% confidence The document is an RNS (Regulatory News Service) announcement from B.P. Marsh & Partners PLC regarding a new investment in XPT Group LLC. It details the financial structure of the investment, including shareholding and loan funding. This falls under the category of company financing and capital structure updates, which is best classified as a Capital/Financing Update (CAP).
2025-09-12 English
New Investment - Supporting the Growth of Pantheon
Regulatory Filings Classification · 98% confidence The document is an RNS (Regulatory News Service) announcement from B.P. Marsh & Partners PLC regarding a new investment in an investee company, Pantheon Specialty Group Limited. It details the financial terms of the investment (a £600,000 loan) and the strategic rationale behind the acquisition of a stake in Fraction Brokers Asia Limited. Since this is a specific corporate announcement regarding a business transaction/investment and does not fit into the more specific categories like M&A (which usually refers to the company itself being acquired or merging) or capital changes, it is best classified as a general Regulatory Filing (RNS).
2025-08-29 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a share purchase by a Person Discharging Managerial Responsibilities (PDMR), specifically the Chief Investment Officer, Daniel Topping. It includes the required disclosure format under the EU Market Abuse Regulation, detailing the transaction date, price, volume, and the nature of the trade. This fits the definition of a Director's Dealing (DIRS) filing.
2025-08-22 English
New Investment- supporting the growth of XPT Group
Capital/Financing Update Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from B.P. Marsh & Partners PLC regarding a new investment in XPT Group LLC. It details the formation of a reinsurance vehicle, the capital commitment, and the strategic rationale behind the investment. This falls under the category of capital and financing updates as it describes a specific investment activity and capital structure change.
2025-08-14 English

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