Skip to main content
B.P. MARSH & PARTNERS PLC logo

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

Ticker · BPM ISIN · GB00B0XLRJ79 LEI · 2138008G8EPE3HAHEM13 IL Financial and insurance activities
Open in API
Filings indexed 723 across all filing types
Latest filing 2024-09-18 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 · 100% confidence The document explicitly states its purpose in the title section: "Transaction in Own Shares". It details the purchase of ordinary shares by the company itself, the number of shares bought back, the price paid, and the resulting number of shares held in Treasury. This directly corresponds to the definition of 'Transaction in Own Shares' (share repurchase/issuance), which maps to the filing code POS. The presence of the RNS Number and the closing statement confirming RNS as the information provider suggests it is a regulatory announcement, but the specific content dictates the most precise classification.
2024-09-18 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is explicitly titled with an 'RNS Number' and contains the header 'NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM'. It details the sale of shares by a Managing Director (Ms. Alice Foulk) and includes the required regulatory tables for insider dealing disclosure (MAR requirements). This type of filing, reporting personal share transactions by directors, directly corresponds to the 'Director's Dealing' category. The presence of the RNS distribution boilerplate confirms it is a regulatory announcement, but the specific content points strongly to DIRS over the general RNS fallback.
2024-09-18 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document explicitly announces a 'Transaction in Own Shares' under the context of a 'share buyback programme'. It details the date, aggregate number of shares purchased, prices paid, and the resulting change in treasury shares and total voting rights. This activity directly corresponds to the definition of a company buying back or selling its own shares, which maps to the 'Transaction in Own Shares' category (POS). Although it is distributed via RNS, the specific content is about share repurchase, making POS the most precise classification.
2024-09-17 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document explicitly announces a 'Transaction in Own Shares' detailing the purchase of ordinary shares by the company (B.P. Marsh & Partners Plc) as part of its share buyback programme. It provides specific details on the date of purchase, number of shares bought, and the price paid. 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 confirms it is a regulatory announcement, but the specific content dictates the POS classification over the general RNS fallback.
2024-09-17 English
Appointment of Joint Corporate Broker
Regulatory Filings Classification · 99% confidence The document is a short announcement released via RNS (RNS Number : 3894E) on September 17, 2024. The content explicitly announces the 'Appointment of Joint Corporate Broker' (Singer Capital Markets) and lists contact details for the company, the nominated adviser, and the new joint corporate broker. This type of announcement, which details changes in advisory roles or corporate structure without being a full financial report, management change, or dividend notice, fits best under the general regulatory announcement category. Since there is no specific category for 'Broker Appointment', and it is a formal regulatory news service release, the most appropriate classification is Regulatory Filings (RNS). It is too specific to be a general Board/Management change (MANG) as it concerns advisory roles, not directors/executives, and it is not a capital change (CAP) or share dealing (POS).
2024-09-17 English
Trading Statement
Earnings Release Classification · 98% confidence The document is a 'Trading Update' released on September 17, 2024, providing highlights for the six-month period ended July 31, 2024. It discusses disposals, new investments, dividend policy, and portfolio company performance. Crucially, it explicitly states: 'The Group remains positive regarding its ongoing performance and will be releasing its Half-Year Results for the six months to 31 July 2024 on 23 October 2024.' This structure—a summary update before the full formal report—is characteristic of an Earnings Release (ER). It is not the comprehensive Interim Report (IR) itself, as the IR is scheduled for a later date. The document is also formatted as an RNS announcement, but ER is the more specific category for this content type. H1 2024
2024-09-17 English

Browse filings by year

20 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.