What investment strategy does Beech Tree Private Equity focus on?

Beech Tree Private Equity focuses on Buyout, Growth strategies in the private equity space.

How many portfolio companies does Beech Tree Private Equity have?

Beech Tree Private Equity has 11 active portfolio companies and 8 completed exits and 3 funds tracked on GP Intel.

Where is Beech Tree Private Equity headquartered?

Beech Tree Private Equity is headquartered in Wilmslow, United Kingdom.

When was Beech Tree Private Equity founded?

Beech Tree Private Equity was founded in 2015.

What sectors does Beech Tree Private Equity invest in?

Beech Tree Private Equity invests across Software, Business Services, Financials, TMT.

What are Beech Tree Private Equity's recent exits?

Recent realized exits by Beech Tree Private Equity include: Obsequio Group (2025) to Warren Equity Partners; Avid Insurance Services (2025) to Bishop Street Underwriters; Transparity (2024) to Bowmark Capital; Learnlight (2023) to Synova Private Equity; BCN Group (2022) to ECI Partners; Fluent Money (2022) to Mortgage Advice Bureau Plc; Redstor (2022) to Bregal Milestone; Wavenet (2021) to Macquarie Capital.

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Beech Tree Private Equity

Wilmslow, United Kingdom·Founded 2015·

Buyout Growth Equity

·beechtreepe.com

Beech Tree PE LLP, trading as Beech Tree Private Equity, is a private equity firm founded in 2015 and based in Wilmslow, Cheshire. The firm makes growth-buyout investments in the United Kingdom lower-mid-market, backing profitable, fast-growing companies across technology, technology-enabled services and financial services with equity investments of roughly GBP 10 million to GBP 50 million. Beech Tree pursues a buy-and-build strategy, supporting management teams through bolt-on acquisitions, and has raised four institutional funds since inception. It is authorised and regulated by the UK Financial Conduct Authority under firm reference number 719024.

AUM

–

Funds

vintages 2016–2023

Portfolio

Exits

Beech Tree Private Equity is a Wilmslow buyout firm with 11 active companies and 8 exits.

SectorsSoftware Business Services Financials TMT

Key takeaways

·8 exits in the last 5 years · consistent DPI cadence.
·Average hold across 8 realized deals: 5 years.
·Fund cadence: ~4Y between vintages · last raise 2023.

Sector breakdown

19 companies

IT Services

4 · 21%

Financials

3 · 16%

Cybersecurity

3 · 16%

Business Services

2 · 11%

Telecom

2 · 11%

Education

2 · 11%

Data & Analytics

1 · 5%

Energy

1 · 5%

Key facts

HQWilmslow, United Kingdom

Founded2015

Employees9+

Websitebeechtreepe.com

Recent exits

Beech Tree Private Equity sold Obsequio Group to Warren Equity Partners in 2025 after 2 years.

Beech Tree Private Equity sold Avid Insurance Services to Bishop Street Underwriters in 2025 after 6 years.

Beech Tree Private Equity sold Transparity to Bowmark Capital in 2024 after 4 years.

Beech Tree Private Equity sold Learnlight to Synova Private Equity in 2023 after 6 years.

Partners

Paul FranksManaging Partner

Adam RuddManaging Partner

Andy MarshManaging Partner

Ben CartwrightDirector

Luke BurnsDirector

Coverage notes

3 funds tracked, 19 portfolio companies (11 active · 8 realized). Verified weekly from public filings and deal announcements.

Investment team

Senior partners. Hand-checked from public filings and the firm's own site.

Paul Franks

Managing Partner

Adam Rudd

Managing Partner

Andy Marsh

Managing Partner

Ben Cartwright

Director

Luke Burns

Director

James Rosthorn

Investment Director

Funds & portfolio

Every fund Beech Tree Private Equity has raised, with its portfolio companies. Hand-checked from public filings.

3 funds

Fund

Strategy

Vintage

Size

Assets

Exits

Beech Tree Private Equity Partners IV

Small-Mid Buyout2023€205M6 assets

Small-Mid Buyout

2023 · 3yr

€205M

–

Unrealized

6 held

Company	Entry
CDS Business Services · UK	2023
Fourteen IP Telecom · UK	2025
Inspiro Education · UK	2025
Inspiro Learning Education · UK	2025
Simpson Associates Data & Analytics · UK	2025
Sustainable Energy First Energy · UK	2024

Beech Tree Private Equity Partners III

Small-Mid Buyout2020€177M5 assets2 exits

Small-Mid Buyout

2020 · 6yr

€177M

Unrealized

5 held

Company	Entry
Advanta Wealth Financials · UK	2021
Arc Systems IT Services · UK	2023
CovertSwarm Cybersecurity · UK	2023
Performanta Cybersecurity · UK	2021
Telana IT Services · UK	2021

Realized

2 exits

Company	Entry	Exit	Type	Buyer	MOIC
Obsequio Group Business Services · UK	2023	2025	Secondary	Warren Equity Partners	–
Transparity IT Services · UK	2020	2024	Secondary	Bowmark Capital	–

Beech Tree Private Equity Partners IIRealized

Small-Mid Buyout2016€74M0 assets6 exits

Small-Mid Buyout

2016 · 10yr

€74M

Realized

6 exits

Company	Entry	Exit	Type	Buyer	MOIC
Avid Insurance Services Financials · UK	2019	2025	Trade Sale	Bishop Street Underwriters	–
BCN Group IT Services · UK	2018	2022	Secondary	ECI Partners	–
Fluent Money Financials · UK	2016	2022	Trade Sale	Mortgage Advice Bureau Plc	–
Learnlight EdTech · UK	2017	2023	Secondary	Synova Private Equity	–
Redstor Cybersecurity · UK	2017	2022	Secondary	Bregal Milestone	–
Wavenet Telecom · UK	2016	2021	Secondary	Macquarie Capital	–

About Beech Tree Private Equity

Beech Tree Private Equity is a UK lower mid-market growth equity firm with approximately £400-500 million of assets under management across Funds III and IV active as of December 2024, headquartered in Wilmslow with a Birmingham Midlands office. The firm was founded in 2014 and operates as a partner-owned LLP with a senior decision-making partner model. Beech Tree targets equity tickets of £10-30 million in high-growth UK businesses valued £10 million to £75 million.

Investment thesis

Beech Tree deploys capital through four flagship vehicles (Beech Tree Private Equity Partners I through IV), targeting lower mid-market growth capital investments in tech-enabled UK businesses. Sector focus spans technology, financial services and tech-enabled services, with geographic deployment concentrated on the UK plus international expansion support for portfolio companies. The active value creation toolkit combines sales optimisation, automation, buy-and-build M&A and international expansion, with the senior decision-making partner model offering bureaucracy-free engagement for founder-led businesses.

Recent activity

Recent realised exits include insurance services (Avid Insurance Services, October 2025), business services (Obsequio Group, October 2025) and energy services (Sustainable Energy First, June 2024). Recent acquisitions include technology and data analytics (Simpson Associates, October 2025), education and training (Inspiro Learning acquired Remit Training as bolt-on, November 2025) and communications technology (Fourteen IP merger with Clearly IP, 2025). The platform continues active deployment of the latest fund vintage.

Frequently asked questions

What investment strategy does Beech Tree Private Equity focus on?: Beech Tree Private Equity focuses on Buyout, Growth strategies in the private equity space.
How many portfolio companies does Beech Tree Private Equity have?: Beech Tree Private Equity has 11 active portfolio companies and 8 completed exits and 3 funds tracked on GP Intel.
Where is Beech Tree Private Equity headquartered?: Beech Tree Private Equity is headquartered in Wilmslow, United Kingdom.
When was Beech Tree Private Equity founded?: Beech Tree Private Equity was founded in 2015.
What sectors does Beech Tree Private Equity invest in?: Beech Tree Private Equity invests across Software, Business Services, Financials, TMT.
What are Beech Tree Private Equity's recent exits?: Recent realized exits by Beech Tree Private Equity include: Obsequio Group (2025) to Warren Equity Partners; Avid Insurance Services (2025) to Bishop Street Underwriters; Transparity (2024) to Bowmark Capital; Learnlight (2023) to Synova Private Equity; BCN Group (2022) to ECI Partners; Fluent Money (2022) to Mortgage Advice Bureau Plc; Redstor (2022) to Bregal Milestone; Wavenet (2021) to Macquarie Capital.