Company B.P. Marsh & Partners PLC

Equities

BPM

GB00B0XLRJ79

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

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Sector Other Investment Management & Fund Operators

Market Closed - London S.E. Other stock markets 11:35:01 2024-04-25 am EDT			5-day change	1st Jan Change
489 ^GBX	-2.30%		-1.41%	+7.47%

Mar. 28	Accesso wins Saudi deal; BP Marsh backs Devonshire	AN
Mar. 25	BP Marsh & Partners completes GBP42 million sale of Paladin	AN

B.P. Marsh & Partners Plc is a United Kingdom-based specialist investor in early stage and growing financial services intermediary businesses. The Company invests in various business, including insurance intermediaries, financial advisors, wealth and fund managers and specialist advisory and consultancy firms. The Company invests amounts of up to Â£5m in the first round. The investment stage ranges from start up to more developed. Its investments are in the Insurance Intermediary sector. Its Insurance Intermediary investments are separated into two areas, including insurance brokers and underwriting agencies/managing general agents (MGAs). The Companyâs subsidiaries include B.P. Marsh & Company Limited, Marsh Insurance Holdings Limited and B.P. Marsh (North America) Limited, which provides investment related services. The Company consider investment opportunities based in the United Kingdom, Europe, North America and Internationally.

Number of employees: 16

GBP in Million	2022	Weight	2023	Weight	Delta
Consultancy Services 100.0 %	24	100.0 %	32	100.0 %	+33.05%

GBP in Million	2022	Weight	2023	Weight	Delta
International 74.6 %	17	71.9 %	24	74.6 %	+38.13%
United Kingdom 25.4 %	7	28.1 %	8	25.4 %	+20.06%

Managers	Title	Age	Since
Alice Foulk CEO	Chief Executive Officer	37	11-08-31
Jonathan Newman DFI	Director of Finance/CFO	49	01-08-31
Daniel Topping CIO	Chief Investment Officer	40	07-01-31
Francesca Lowley AUD	Comptroller/Controller/Auditor	36	12-12-31
Michelle Albert AUD	Comptroller/Controller/Auditor	-	06-12-31
Oliver Charles James Bogue PRN	Corporate Officer/Principal	37	11-07-31
Sinead O'Haire LAW	General Counsel	39	08-12-31

Members of the board	Title	Age	Since
Jonathan Newman DFI	Director of Finance/CFO	49	01-08-31
Brian Marsh FOU	Founder	83	90-01-31
Daniel Topping CIO	Chief Investment Officer	40	07-01-31
Alice Foulk CEO	Chief Executive Officer	37	11-08-31
Pankaj Bhagwanji Lakhani BRD	Director/Board Member	70	15-05-20
Nicholas Carter BRD	Director/Board Member	81	19-04-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	37,394,908	6,224,732 ( 16.65 %)	162,078 ( 0.4334 %)	16.65 %

Name	Equities	%	Valuation
Brian Marsh 35.63 %	13,258,759	35.63 %	83 M p
Hargreaves Lansdown Asset Management Ltd. 6.635 %	2,469,000	6.635 %	15 M p
Rathbones Investment Management Ltd. 5.221 %	1,942,625	5.221 %	12 M p
ISPartners Investment Solutions AG 5.099 %	1,897,500	5.099 %	12 M p
Martin Macleish 5.025 %	1,869,936	5.025 %	12 M p
Jtc Employer Solutions Trust 3.878 %	1,443,147	3.878 %	9 M p
Interactive Investor Services Ltd. 3.738 %	1,390,856	3.738 %	9 M p
Colin Thompson 3.008 %	1,119,389	3.008 %	7 M p
B P Marsh & Partners Employee Benefit Trust 2.488 %	925,660	2.488 %	6 M p
James Sharp & Co. LLP 1.995 %	742,346	1.995 %	5 M p

Name	Equities	%	Valuation
MATTIOLI WOODS PLC 0.01%	7,671	0.01%	76,748 $

B.P. Marsh & Partners Plc

4 Matthew Parker Street 5th Floor

SW1H 9NP, London

+44 20 7233 3112

http://www.bpmarsh.co.uk

Name	Category and Sector
B.P. Marsh & Co. Ltd. B.P. Marsh & Co. Ltd. Investment ManagersFinance Founded in 1989, B.P. Marsh & Co. Ltd. is a specialist private equity investor in early stage financial services businesses. The private company is based in London, UK. Part of B.P. Marsh & Partners Plc, the British company considers investment opportunities both domestically and internationally.	Investment Managers
B.P.Marsh & Co. Trustee Co. Ltd.

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

5.005 GBP

Average target price

5.59 GBP

Spread / Average Target

+11.69%

Consensus

Company calendar

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Banking & Investment Services

Investment Banking & Investment Services

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Other Investment Management & Fund Operators

	1st Jan change	Capi.
B.P. MARSH & PARTNERS PLC	+7.47%	231M
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UBS GROUP AG	-4.37%	87.84B
APOLLO GLOBAL MANAGEMENT, INC.	+20.96%	64.04B
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BANK OF NEW YORK MELLON CORPORATION (THE)	+9.86%	43.34B
AMERIPRISE FINANCIAL, INC.	+8.18%	41.12B
3I GROUP PLC	+17.43%	34.17B
T. ROWE PRICE GROUP INC.	+1.06%	24.84B
STATE STREET CORPORATION	-5.38%	22.4B

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