Beech Tree Private Equity

Beech Tree PE LLP is a private equity firm established in 2014 with headquarters in Birmingham and an additional office in Wilmslow, United Kingdom. The firm focuses on mid-market investments, primarily targeting management buy-outs and early-stage buy-outs. It invests in various sectors including support services, consumer and leisure, financial services, healthcare, information technology, energy, environmental services, and specialist manufacturing. Beech Tree PE typically invests between £10 million and £40 million in equity per transaction, targeting businesses valued between £10 million and £100 million. The firm has a preference for acquiring a majority stake in its portfolio companies, aiming to support high-growth businesses with disruptive models that can capitalize on market dynamics.

Luke Burns

Investment Director

Ben Cartwright

Director

Paul Franks

Co-Founder and Managing Partner

Claudia Haywood

Investment Manager

Simon Hemley

Director

Andy Marsh

Co-Founder, Managing Partner and Investment Committee Member

Andrea Palmer

Finance Director

Adam Rudd

Partner

Leigh Thomas

Investment Manager

9 past transactions

Learnlight

Private Equity Round in 2023
Learnlight Holdings Ltd. is a company that specializes in providing virtual corporate language and skills training services for employees. Founded in 2007 and incorporated in 2017, it is headquartered in London, United Kingdom. Learnlight aims to bridge the gap between education and technology by utilizing innovative approaches to enhance instructor-led training. The organization focuses on empowering skilled trainers to deliver impactful learning experiences, believing that people are the key to effective education. Through its services, Learnlight seeks to optimize training processes and support employee development in a corporate setting.

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 a provider of independent cyber security services, focusing on a consultative approach that integrates people, processes, and technology. The company specializes in measuring Governance, Risk, and Compliance, utilizing a kill chain resilience framework and technology mapping services. They offer managed security services, including network security, cybersecurity consulting, and threat analysis, which empower enterprise customers to effectively defend against contemporary cyber threats. Additionally, Performanta provides 24/7/365 Cyber Security Operations Center (CSOC) technical support and products designed to deliver actionable intelligence and enhance customer value, ensuring businesses maintain control over the evolving threat landscape.

Transparity

Private Equity Round in 2020
Transparity are a leading Microsoft Gold and Direct CSP Partner delivering business transformation through public, private and hybrid cloud technologies. Their team of specialist consultants lead projects involving the entire Microsoft Cloud stack. From complex Office 365 migrations enhanced with Enterprise Mobility and Security through to Skype for Business Cloud PBX telephony with contact centre functionality, they deliver cutting edge solutions with end user experience at the heart of everything they do. Partner this with the security, governance, authentication and regulatory features they incorporate from within Azure and find out why Transparity are so highly regarded as true experts in Microsoft Cloud. Their highly skilled Service Desk provides ongoing peace of mind for their clients and is included as standard in all of their CSP subscriptions, with enhanced support services available tailored to your specific needs.

Avid Insurance Services

Acquisition in 2019
Avid Insurance Services Limited operates as a general insurance intermediary and agent. It offers social Housing sector, travel and associated insurance, property Insurance, and Contingency Insurance. The company was incorporated in 2003 and is based in Leeds, United Kingdom with addition office in London, United Kingdom.

Redstor

Private Equity Round in 2017
Founded in 1998, Redstor is a leading global provider of cloud backup and disaster recovery software and services. As an ISO 27001 and ISO 9001 certified organisation, we combine technical excellence with proven processes to deliver innovative, flexible and secure cloud IT services that reduce risks and cost. Headquartered in the UK and with a global data centre presence, Redstor is able to guarantee data sovereignty for clients worldwide.

Learnlight

Acquisition in 2017
Learnlight Holdings Ltd. is a company that specializes in providing virtual corporate language and skills training services for employees. Founded in 2007 and incorporated in 2017, it is headquartered in London, United Kingdom. Learnlight aims to bridge the gap between education and technology by utilizing innovative approaches to enhance instructor-led training. The organization focuses on empowering skilled trainers to deliver impactful learning experiences, believing that people are the key to effective education. Through its services, Learnlight seeks to optimize training processes and support employee development in a corporate setting.

Wavenet

Acquisition in 2016
Wavenet is a UK-based provider of business telecommunication solutions, specializing in data, voice, cloud, security, and mobile services. The company caters to various sectors, including the public sector, education, finance, retail, and manufacturing. Wavenet offers a comprehensive range of products and services, such as business broadband, fiber Ethernet, MPLS networks, and managed LAN, as well as networking and connectivity solutions. Additionally, Wavenet provides cybersecurity services and mobile solutions, alongside offerings related to the Internet of Things. This diverse portfolio enables Wavenet to deliver tailored technology solutions to organizations across the UK.

Fluent Money

Private Equity Round in 2016
The Fluent Money Group provides mortgage loan brokerage services. The Fluent Money Group founded in 2008 in the middle of the last recession and from inception created an internet based business model to disrupt the lending market.
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