Beech Tree Private Equity

Beech Tree Private Equity, established in 2014, is a Birmingham-based private equity firm. It invests £10-30 million in high-growth companies valued at £10-75 million, specializing in disruptive business models and digital transformation. The firm focuses on technology, financial services, and tech-enabled service sectors.

Luke Burns

Investment Director

Ben Cartwright

Director

Paul Franks

Co-Founder and Managing Partner

Claudia Haywood

Investment Manager

Andy Marsh

Co-Founder, Managing Partner and Investment Committee Member

Andrea Palmer

Finance Director

James Rosthorn

Investment Director

Adam Rudd

Partner

Leigh Thomas

Investment Manager

15 past transactions

CovertSwarm

Venture Round in 2023
CovertSwarm is a cybersecurity firm specializing in ethical hacking and red team services. It helps businesses proactively identify vulnerabilities by simulating real-world cyber threats, including digital, physical, and social attacks. The company offers network, computer, and penetration testing services, enabling organizations to strengthen their defenses and safeguard their digital assets.

ARC Systems

Private Equity Round in 2023
ARC Systems is a Managed Services Providing firm delivering IT Support, cybersecurity, Managed Backup and Cloud Services.

Obsequio Group

Private Equity Round in 2023
Obsequio Group provide a range of technology driven compliance solutions.

Learnlight Software

Private Equity Round in 2023
Learnlight Software, founded in 2007, is a cloud-based language training platform that aims to bridge the gap between education and technology. The company focuses on enhancing instructor-led training by integrating cutting-edge technology, rather than replacing traditional methods. Learnlight provides a range of corporate training solutions, including language training, cultural awareness training, and soft skills development. Its innovative approach combines face-to-face, virtual, and digital learning formats, allowing businesses to address fundamental pedagogical and operational challenges while empowering talented trainers to create impactful learning experiences. With its commitment to fostering professional growth, Learnlight prioritizes the belief that people are the most valuable asset in the learning process.

Ancoris

Private Equity Round in 2021
Ancoris is a cloud services provider that specializes in digital transformation. The company focuses on modernizing technology platforms and developing rapid prototypes, utilizing Google Cloud AI to enhance its offerings. Ancoris provides a variety of services, including data analytics, artificial intelligence, and cloud platform solutions, along with lifecycle transformation services. This comprehensive approach enables clients to innovate effectively and create added value for their businesses.

Avid Insurance Services

Private Equity Round in 2021
Avid Insurance Services Limited is a general insurance intermediary and managing general agent based in Leeds, United Kingdom, with an additional office in London. Established in 2003, the company specializes in providing insurance solutions primarily for the social housing and travel sectors. Avid Insurance Services offers a range of wholesale and retail insurance products, including travel insurance schemes, commercial property and liability insurance, as well as coverage for student contents and contingency risks. The firm focuses on managing risks for its clients by delivering tailored insurance schemes and ongoing support, demonstrating a commitment to addressing the specific needs of its clientele.

Advanta Wealth

Private Equity Round in 2021
Advanta Wealth is a prominent wealth management firm that focuses on providing comprehensive financial planning services tailored to meet individual client objectives and risk appetites. The firm specializes in investment, inheritance and estate planning, retirement planning, tax strategies, and risk management, all aimed at enhancing returns and mitigating volatility. Advanta Wealth operates within a broader group that includes mortgage and insurance brokerage services, allowing for a holistic approach to financial well-being. With a dedicated team of approximately 60 employees, the company has experienced significant growth, increasing its managed assets from under £200 million to nearly £500 million in just three years. Approximately 40% of its annual revenues are generated from new business, reflecting a highly satisfied client base and a commitment to exceptional service.

Performanta

Private Equity Round in 2021
Performanta is an independent provider of cyber security services, focusing on a consultative approach that encompasses people, processes, and technology. The company specializes in measuring Governance, Risk, and Compliance through its kill chain resilience and technology mapping services. Performanta delivers managed cyber security services, including network security, consulting, threat analysis, and defense research, to enterprise customers worldwide. With a commitment to enhancing customer value, the company offers 24/7/365 Cyber Security Operations Center (CSOC) technical support and products designed to help businesses navigate and control the evolving threat landscape effectively.

Transparity Solutions

Private Equity Round in 2020
Transparity Solutions Limited, established in 2015 and based in Wimborne, UK, specializes in Microsoft cloud solutions and services. The company offers expert consultation, implementation, and training services to facilitate digital transformation projects and migrations for large corporations and enterprises. Its expertise spans networking, data infrastructure, and security, ensuring clients have comprehensive support for their cloud initiatives.

Avid Insurance Services

Acquisition in 2019
Avid Insurance Services Limited is a general insurance intermediary and managing general agent based in Leeds, United Kingdom, with an additional office in London. Established in 2003, the company specializes in providing insurance solutions primarily for the social housing and travel sectors. Avid Insurance Services offers a range of wholesale and retail insurance products, including travel insurance schemes, commercial property and liability insurance, as well as coverage for student contents and contingency risks. The firm focuses on managing risks for its clients by delivering tailored insurance schemes and ongoing support, demonstrating a commitment to addressing the specific needs of its clientele.

BCN Group

Private Equity Round in 2018
BCN Group is a managed services and solutions company that specializes in providing comprehensive IT support across various sectors, including cloud, security, software, and telecommunications. The company offers a wide range of services, such as IT service desk support, proactive monitoring, request fulfillment, and service optimization. Additionally, BCN Group focuses on cybersecurity, business continuity, and consultancy services. It supports clients with hardware sales and maintenance, cloud migration, application support, voice solutions, and data management. By providing direct access to technical support staff, BCN Group ensures that clients receive effective IT-managed services tailored to their business needs.

Redstor

Private Equity Round in 2017
Redstor is a UK-based provider of cloud backup and disaster recovery solutions, specializing in data management and protection services. The company offers a comprehensive suite of services, including automated, encrypted, and secure cloud-based and onsite backup, archiving, and disaster recovery. Redstor's innovative approach allows clients to gain improved visibility and on-demand access to their data through a centralized control center. With a commitment to security and quality, evidenced by ISO 27001 and ISO 9001 certifications, Redstor ensures data sovereignty for clients around the globe. Its flexible and secure cloud IT services are designed to reduce risks and costs, ultimately enhancing operational efficiency and profitability for its clients.

Learnlight Software

Acquisition in 2017
Learnlight Software, founded in 2007, is a cloud-based language training platform that aims to bridge the gap between education and technology. The company focuses on enhancing instructor-led training by integrating cutting-edge technology, rather than replacing traditional methods. Learnlight provides a range of corporate training solutions, including language training, cultural awareness training, and soft skills development. Its innovative approach combines face-to-face, virtual, and digital learning formats, allowing businesses to address fundamental pedagogical and operational challenges while empowering talented trainers to create impactful learning experiences. With its commitment to fostering professional growth, Learnlight prioritizes the belief that people are the most valuable asset in the learning process.

Wavenet

Acquisition in 2016
Wavenet is a UK-based provider of business telecommunication solutions, specializing in cybersecurity, communications, and connectivity services tailored for various sectors including public, education, financial, retail, and manufacturing industries. The company offers a comprehensive range of products and services, including business broadband, fiber ethernet, MPLS networks, managed LAN, and mobile solutions. Additionally, Wavenet provides networking and connectivity solutions along with advanced cybersecurity measures, ensuring that organizations can effectively safeguard their digital assets while enhancing communication capabilities. By delivering innovative technology solutions, Wavenet supports the growth and operational efficiency of its clients across the UK.

Fluent Money

Private Equity Round in 2016
Fluent Money Limited, established in 2007 and headquartered in Bolton, United Kingdom, specializes in secured loan brokerage services. The company offers a range of financial advisory services, including secured loans, mortgages, equity release, bridge financing, and insurance policy guidance. Fluent Money aims to facilitate access to loans against home and other assets, assisting clients in securing financing with minimal requirements. By adopting an internet-based business model, Fluent Money positions itself as a disruptive force in the lending market, responding to evolving consumer needs and market dynamics.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.