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Beech Tree Private Equity

Beech Tree Private Equity

Wilmslow, United Kingdom·Founded 2015··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
3
vintages 2016–2023
Portfolio
11
Exits
8

Key facts

HQWilmslow, United Kingdom
Founded2015
Employees9+

Recent exits

Obsequio Group
Obsequio Group
Business Services2025 · 2yr hold
Avid Insurance Services
Financials2025 · 6yr hold
Transparity
Transparity
IT Services2024 · 4yr hold
Learnlight
EdTech2023 · 6yr hold

Coverage notes

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

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%

Funds & portfolio

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

3 funds
Beech Tree Private Equity Partners IVSmall-Mid Buyout
2023 · 3yr€205M6 active

Unrealized

6 held
CDSActive
Business ServicesUK· Entry 2023
Fourteen IPActive
TelecomUK· Entry 2025
Inspiro
InspiroActive
EducationUK· Entry 2025
EducationUK· Entry 2025
Data & AnalyticsUK· Entry 2025
EnergyUK· Entry 2024
Beech Tree Private Equity Partners IIISmall-Mid Buyout
2020 · 6yr€177M5 active · 2 realized

Unrealized

5 held
FinancialsUK· Entry 2021
Arc Systems
Arc SystemsActive
IT ServicesUK· Entry 2023
CovertSwarm
CovertSwarmActive
CybersecurityUK· Entry 2023
PerformantaActive
CybersecurityUK· Entry 2021
Telana
TelanaActive
IT ServicesUK· Entry 2021

Realized

2 exits
Obsequio Group
Obsequio GroupExited 2025
Business ServicesUK· Entry 2023
Secondaryto
Transparity
TransparityExited 2024
IT ServicesUK· Entry 2020
Secondaryto
Beech Tree Private Equity Partners IISmall-Mid BuyoutRealized
2016 · 10yr€74M0 active · 6 realized

Realized

6 exits
FinancialsUK· Entry 2019
Trade Saleto
BCN GroupExited 2022
IT ServicesUK· Entry 2018
Secondaryto
Fluent Money
Fluent MoneyExited 2022
FinancialsUK· Entry 2016
Trade Saleto
LearnlightExited 2023
EdTechUK· Entry 2017
Secondaryto
Redstor
RedstorExited 2022
CybersecurityUK· Entry 2017
Secondaryto
WavenetExited 2021
TelecomUK· Entry 2016
Secondaryto
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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. Detailed buyer names and multiple data available on Pro at €29/month.

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

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Last updated August 2026 · Sourced from public filings · Report an issue