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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 723 across all filing types
Latest filing 2024-10-29 Capital/Financing Update
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
Follow on Investment – Pantheon Specialty Group
Capital/Financing Update Classification · 95% confidence The document is a formal announcement dated October 29, 2024, originating from B.P. Marsh & Partners PLC, and is explicitly marked with an 'RNS Number'. The content details a specific corporate action: the acquisition of an additional 5% shareholding in Pantheon Specialty Group Limited for cash consideration (£12.5m). This is a material event disclosure concerning investment and shareholding changes. While it relates to capital/financing (CAP) and shareholding (SHA), the primary nature of this announcement, distributed via the RNS system (London Stock Exchange's news service), is a general regulatory disclosure of a significant event. Since it is not a full financial report (10-K, IR), a dividend notice (DIV), or a director's dealing (DIRS), and it is a standard regulatory news service release, the most appropriate general classification is Regulatory Filings (RNS), which serves as the fallback for specific corporate actions announced via this channel that don't fit narrower categories like M&A (TAR) or Share Issue (SHA). Given the context of an investment update, it could also be argued as CAP, but RNS is the mechanism of release. Since it is a specific transaction announcement, and not just a general update, I will check the definitions. It is not a M&A (TAR) as it's an investment, not a takeover. It is not a Share Issue (SHA) as it's an acquisition of existing shares. It is a Capital/Financing Update (CAP) as it involves deploying cash reserves for an investment. However, the presence of the RNS header and the nature of the release strongly suggest a general regulatory filing. Given the options, 'CAP' (Capital/Financing Update) is the most specific fit for an announcement detailing the deployment of cash reserves to increase an equity stake in another company. I will select CAP as the primary classification, acknowledging it is distributed via RNS.
2024-10-29 English
Sale of Lilley Plummer Holdings Limited
Delisting Announcement Classification · 99% confidence The document is a formal announcement released via RNS (RNS Number : 0472K) on October 29, 2024. The content details the 'Sale of Lilley Plummer Holdings Limited' by B.P. Marsh & Partners Plc, including financial highlights of the disposal, transaction details, and future dividend intentions. This type of announcement, which communicates a significant corporate event (like a major asset disposal and subsequent capital allocation plan) via a regulatory news service, fits best under the general 'Regulatory Filings' category, as it is not a specific financial report (10-K, IR), an earnings release (ER), a proxy statement (DEF 14A), or a dividend notice (DIV) detailing only the amount. Since it is a broad regulatory update disseminated through the LSE's RNS system, RNS is the most appropriate classification.
2024-10-29 English
Half Year Results
Earnings Release Classification · 100% confidence The document explicitly announces the 'unaudited Group Half Year Results for the six months to 31 July 2024'. This content, which includes detailed financial highlights (NAV, profit before tax, liquidity) and management commentary covering a period shorter than a full year, perfectly matches the definition of an Interim / Quarterly Report (IR). Although it mentions an analyst presentation, the core content provided is the results themselves, not just the announcement of the report's publication. H1 2024
2024-10-23 English
New Investment – Volt UW HoldCo Ltd
M&A Activity Classification · 99% confidence The document begins with 'RNS Number : 9667H' and contains contact information for 'Financial PR & Investor Relations' and concludes with standard disclaimers from 'RNS, the news service of the London Stock Exchange.' The content announces a specific corporate action: a new investment by B.P. Marsh & Partners Plc in a startup MGA called Volt UW HoldCo Ltd. This type of announcement, which details a significant transaction (investment, M&A, financing), is typically disseminated via regulatory news services. Since the document is a direct announcement of a corporate event and is clearly distributed through the RNS system, it fits best under the general 'Regulatory Filings' category, as it is not a specific financial report (10-K, IR, ER) or a specific corporate governance document (DEF 14A, DVA). Given the context of RNS distribution, 'RNS' is the most appropriate code.
2024-10-14 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document explicitly states it is announcing a 'Transaction in Own Shares' related to a 'share buyback programme'. It details the number of shares purchased, the prices paid, 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 referencing RNS as the Primary Information Provider confirms it is a regulatory announcement, but the specific content dictates the POS classification over the general RNS fallback.
2024-10-11 English
Notice of HY Results and Investor Presentation
Report Publication Announcement Classification · 99% confidence The document is a formal announcement disseminated via RNS (RNS Number: 5408H) from B.P. Marsh & Partners PLC. The title explicitly states 'Notice of Half Year Results and Investor Presentation'. This document does not contain the actual Half Year Results (which are due on October 23, 2024) nor the full Investor Presentation. Instead, it announces the *timing* of these future events (results release, analyst call, and investor presentation). According to Rule 2, when a document announces the publication or availability of a report/presentation without containing the full content, it should be classified as a Report Publication Announcement (RPA). The mention of RNS and the short length (3643 chars) further supports this classification over classifying it as the Interim Report (IR) or Investor Presentation (IP) itself.
2024-10-09 English

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