Cbpe capital aum. Our 2-year price target is $158.

Cbpe capital aum 7bn in businesses. 2 Billion; Number of Funds: 4; Employees: Firm Type: Real Estate Investment Company; Description CBRE Investment Management (Asia Pacific) Pte. The 1 to 100 Largest Private Equity Firms. Their most recent acquisition was Clifton Asset Management on Oct 28, 2024. It advises over 18,000 clients from those of moderate means to ultra-high net worth individuals. CBPE Capital is a leading private equity firm with Working with CBPE helped accelerate our expansion plans to become a global trust and fund administration services provider, opening 12 new international offices, integrating 10 acquisitions and increasing the number of employees 4x. 7 million in assets. Since CBPE’s investment in December 2019, it has completed 45 acquisitions, growing from £2. Across the group of companies Clifton has over 9,000 clients, 110 employees and greater than £1. The firm actively invests into companies in We are private equity investors partnering with businesses valued up to £150m. We are a UK based private equity house · Experience: CBPE Capital · Education: ICAS · Location: Greater London · 500+ connections on LinkedIn. We are: Selective We make only a small number of investments each year. 2 George Yard, London, EC3V 9DH, GB Investor type PE. Working closely Perspective has a turnover of £17 million, with £2. Transaction Summary. Future Growth Capital has been designed to deliver improved outcomes for long-term savers by enabling efficient access to private markets investments and their potential for delivering higher long-term investment returns. AUM ($ Millions) - State (Mailing Code) Search. Anand Jain Partner. Number of Investments 15. Fund AUM and Sold ($) 25 20 15 10 5 0 2011 2014 2017 2020: Fund Details; Director: CBPE Capital VIII GP LP: Custodian: CBPE Nominees Limited: Key 2023 achievements include: - 100% of our AUM is covered by a Net Zero commitment - 100% of the portfolio has conducted an employee engagement survey - Published our first TCFD report At CBPE Cbpe Capital is a private equity company based in London, United Kingdom. TOBC Consumer & Leisure. Strata. Investments. Clifton is a wealth management and pensions administration firm. This investment represents the sixth investment in TDR Capital is a leading private equity firm with approximately €13 billion of assets under management. About Us. Multiple of Capital 4. Allergy Standards. Our funds. Sale to strategic investor, IPO Exit Strategy. More for CBPE CAPITAL GP LLP (OC390787) Registered office address 2 George Yard, London, EC3V 9DH . Capital in London. Meet the team who drive our global success. Sector Professional Services. Series B Investment Stage. Adam's academic background includes an MSci in Physics from the University of Cambridge. Perspective Financial Group has bought a further four firms ranging in size from £10mn to £175mn assets under management, received a major capital injection by CBPE Capital LLP in December CBPE Capital LLP. Realised. Confirmation statement Elysian Capital exits Axis Well Technology Group Limited, the UK’s largest independent well and rese 20. He was previously on the Board of Xafinity and Compre. Management has no ownership stake in the fund. 6bn to £8bn in assets under management before selling it to Charlesbank Capital Partners. 27%. CBPE was advised by PwC (Commercial, Financial, Tax), Addleshaw Goddard (Legal), FRP Advisory (Debt Advisory), and AJ Gallagher (Insurance). 4bn in assets under management, is hoping to kick-start a sales process that could stretch into next year, people familiar with the situation said. CBPE Capital LLP 2 George Yard London EC3V 9DH CBPE’s Post CBPE The fund accepted our pitch and has allocated 4. About; Team; Investments; Responsibility; News; Contact; Contact us. October 2024. Latest news & insights. Company status Active Company type Limited liability partnership Incorporated on 2 In total, we have made personal contributions of £67m – about 10% of our capital – significantly above the norm for a private equity firm. Return 2. Matt joined CBPE in 2022 and is a member of the Investment Committee. The opportunity. I have really appreciated the opportunity to learn alongside the highly talented team, allowing me to practically apply the knowledge I had acquired during university. LDC’s investment in FSP was led by Investment Director Chris Morris and Partner & Head of South, Lawrence Dean. To mark this important milestone, we worked with the UK’s leading youth charity to design and develop ‘Business Advance’ – a comprehensive package of support and funding to help young entrepreneurs sustain and grow their businesses, recognising the important role Ian Moore, Partner CBPE Capital. Jolyon has particular expertise in the technology and business services sectors, and also on those based in the north of England. Coller Capital’s 41sth Global Private Capital Barometer, Winter 2024/25 . Adam joined CBPE from Kester Capital in 2018, where his primary focus was on buyouts within the UK lower mid-market. Investor / Acquirer. More news. Portfolio of 42 companies. He has led numerous investments for CBPE, with a particular focus on business services, technology and financial services. Matt works across our portfolio, helping our companies achieve sustainable growth. The firm prefers to invest in middle market companies based in the United Kingdom in the B2B, commercial services, business-to-consumer, leisure, financial services, healthcare, industrials, and technology sectors. Direct links to the EDGAR source material. Unlock for free . 8bn in Supporting Young Entrepreneurs. And we make sure we have researched them carefully In that role, he advised US private equity house Charlesbank on its deal to buy out Perspective’s previous lead investor, CBPE Capital. 0 billion assets under management through a focused buy-and-build investment strategy, supported by strong organic CBPE Capital Fund X is a 2021 vintage, buyout fund managed by CBPE Capital. 3 billion London – Mayer Brown has advised private equity firm CBPE Capital (“CBPE”) on the sale of Perspective Financial Group (“Perspective”) to US private investment firm Charlesbank. That doesn’t just mean smart CBPE Capital - Private equity investment firm focused on buyouts. Phoenix Group, the UK's largest long-term savings and retirement business and Schroders, the UK’s largest listed asset manager have agreed to form a Joint Rupert joined CBPE in 2015 from Bain & Company, where he was a management consultant working on corporate strategy, due diligence and post-acquisition projects in Europe and the US. Minimum Investment: $14300000. Home | Sign Up | Log In. View Thomas McDonnell’s profile on LinkedIn, a professional community of 1 billion members. Selected investments View all investments. 26. The investment team at Vespa Capital together have been the largest investor in our funds. is a subsidiary of CBRE Group, a global commercial real estate services and investment firm. The team were extremely supportive and friendly, and my internship at CBPE flew by. Strategy Count AUM; Dear User, You have run out of free page visits for Public filings of CBPE Capital Fund X LP raised by CBPE Capital LLP. Additionally, our collaborative nature fosters a supportive Public filings of CBPE Capital Fund VIII Co-Invest I raised by CBPE Capital LLP. CBPE first invested in OHAssist in December 2015 after carving the division out of its former parent Atos. Elysian Capital agrees to sell United Living Group, a leading provider of Essential Infrastructure 30. Company Overview for CBPE CAPITAL FUND X LP (LP020698) Filing history for CBPE CAPITAL FUND X LP (LP020698) More for CBPE CAPITAL FUND X LP (LP020698) Registered office address 2 George Yard, London, EC3V 9DH . Date of investment August 2010. Jun 17, 2024 - 1315 Capital : Primrose Bio Announces Investment from 1315 Capital to Advance Manufacturing Solutions for Next CBPE | 3,661 followers on LinkedIn. Public filings of CBPE Capital Fund VIII A LP raised by CBPE Capital LLP. We subsequently acquired Optima Health in 2016 to form the combined group. Unlock even more features with Crunchbase Pro . Acquisitions completed. Prior Charlesbank Capital Partners, a US private equity firm focused on management-led buyouts, growth capital financings and credit and technology investments, has acquired independent financial advisor Perspective Financial Group from London-based private equity firm CBPE Capital, which first invested in Perspective in 2019. We would like to thank CBPE Capital for its key role in building the business over the last four years, providing invaluable support and investment which has contributed to Xafinity’s success as a standalone business. Related news. CBPE’s investment will allow Snigel to expedite growth in its core Investment professional at CBPE Capital LLP. the company as founded in 1984 and is based in London, U. States with the most Private Equity Firms - NY - CA - TX - IL - MA - FL - CT - CO - PA - GA - MD - TN - NJ - MN - OH - DC - NC - MI - PR - Largest Private Equity Firms in the United States. The Strategy Assets Under Management (AUM): $5. Website View website. Unlocking growth. 12. CBPE Capital Fund VIII B LP - Fund Information and Directors. Fund AUM and Sold ($) 400 320 240 160 80 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital VIII GP LP: Custodian: CBPE Nominees Limited: Auditor: Charges for CBPE CAPITAL LLP (OC305899) More for CBPE CAPITAL LLP (OC305899) Registered office address 2 George Yard, London, EC3V 9DH . CBPE Capital is a private equity investor partnering with businesses valued up to £150m, leveraging years of experience to support management teams in achieving significant growth and long-term success. Prior to Umbra, he spent five years at KPMG in their Transaction Services team advising a broad range of private equity owned businesses, and is a qualified chartered accountant. 07 November 2024. Ltd. Share A-A + 100%. 160901 | United Kingdom | Allocator, Private Equity Fund Manager, RIA/Wealth Manager | Last Form ADV Filed on 31 May 2024 | Registration: SEC Cbpe Capital is a private equity company based in London, United Kingdom. Deal Status. assets under management. Key 2023 achievements include: - 100% of our AUM is covered by a Net Zero commitment - 100% of the portfolio has conducted an employee engagement survey - Published our first TCFD report At CBPE CBPE Capital (Close Brothers Private Equity) is a private equity firm. We have partnered with over 60 companies since 2000 and are proud to help businesses achieve their potential. View all transactions Name. CBPE Capital is a leading UK private equity Ben joined CBPE in 2016 and has worked on several transactions including ETL Systems, ABI, SafeChem, TREND Networks and SpaMedica. Date of exit September 2014. Together. 600. Experience: CBPE Capital · Education: University of Cambridge · Location: United Kingdom · 500+ connections on LinkedIn. Articles People Learning Jobs Games Join now Sign in 📈 AUM of $101bn 🗓️ Strong quarter, with $4. The current minimum investment for Cbpe Capital Fund cbpe capital CRD No. Number of Lead Investments 13. Annualized Return. Adam Richardson, Director CBPE Capital. Our funds columns. View Matthew Watmore’s profile on LinkedIn, a professional community of 1 billion members. CBPE Capital will sell Perspective Financial Group, €3. 0 percent of the fund is owned by fund of funds. Investment Ticket. 22% upside. With any deal likely to take time to complete, the valuation of a sale is uncertain, Key 2023 achievements include: - 100% of our AUM is covered by a Net Zero commitment - 100% of the portfolio has conducted an employee engagement survey - Published our first TCFD report At CBPE Charges for CBPE CAPITAL LLP (OC305899) More for CBPE CAPITAL LLP (OC305899) Officers; Persons with significant control; Filter officers Filter officers Current officers Officers: 16 officers / 8 resignations DINNEN, Sean Michael, Mr. Public filings of CBPE Capital US Fund VI raised by CBPE Capital LLP. Rank: 12772 out of 30967 registered private funds. | We are a private equity firm that puts strong relationships with management at the heart of everything we do. See News & Insights Deal name. Fund. Mayer Brown also advised CBPE on its investment in Perspective in December 2019 and Today, Partners Group reported its H1 2024 AuM, receiving USD 11 billion in new commitments from its global client base during the first half of the year, bringing the firm's total AuM to USD 149 At the time of CBPE Capital’s investment, Perspective said the funds would accelerate its expansion through both organic growth and further acquisitions. CBPE Capital LLP 2 George Yard London EC3V 9DH Rupert joined CBPE in 2015 from Bain & Company, where he was a Management Consultant working on corporate strategy, due diligence and post-acquisition projects in Europe and the US. Company status Active Company type Limited liability partnership Incorporated on 6 Cbpe Capital Fund Viii B LP is a private equity fund operated by Cbpe Capital and has approximately $52. CBPE Capital Fund IX B LP - Fund Information and Directors. Over the past decade, it has Personal Assistant at CBPE Capital · Experience: CBPE Capital · Location: Greater London · 16 connections on LinkedIn. Company status Active Company type Limited liability partnership Incorporated on 31 January 2014. CBPE Capital Fund IX A LP - Fund AUM and Sold ($) 600 480 360 240 120 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital IX GP LLP: Custodian: CBPE Nominees Limited: Auditor: RSM UK Audit LLP, KPMG LLP: Marketer: Broker: CBPE Capital LLP (“CBPE”) is pleased to announce that it has exchanged contracts on the sale of Perspective Financial Group Limited (“Perspective”) to US middle-market private equity firm Charlesbank Capital CBPE Capital General Information Company Description. Idis is a leading importer and supplier of unlicensed pharmaceuticals sourced from around the world. The national adviser is backed by CBPE Capital and will probably be sold to another private equity firm. Our team. 9 December 2024. CBPE participates in management buyout transactions and provides development capital as well as capital to finance acquisitions. Prior to that, he spent 4 Investment Director at CBPE Capital · Experience: CBPE Capital · Education: Institute of Chartered Accountants in England and Wales · Location: Greater London · 500+ connections on LinkedIn. Established in 1984, CBPE Capital is a London-based private equity firm that specialises in mid-market investments across the United Kingdom. 7bn of new capital 🤝 Elevated transaction activity In 2021 MML exited its investment via a secondary buyout led by CBPE. Our pragmatic approach ensures that our strategies are not only well-grounded but also geared towards commercial results. Centralis Group is a leading international corporate & fund services provider, offering a full range of services and expertise to its global client base, and has established itself as an industry leader providing a customer-centric Across the group of companies Clifton has over 9,000 clients, 110 employees and greater than £1. CBPE Capital Fund VIII A LP - Fund Information and Directors. Exit date March 2018. CBPE Capital Fund IX A LP - Fund AUM and Sold ($) 600 480 360 240 120 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital IX GP LLP: Custodian: CBPE Nominees Limited: Auditor: RSM UK Audit LLP, KPMG LLP: Marketer: Broker: Richard joined CBPE in 2010 and is a member of the Investment Committee. Company status Active Company type Limited liability partnership Incorporated on 28 October 2003. Investor type. Together with CBPE Capital LLP who invested in us in December 2019, we are well on our way towards setting the standard for excellence in financial planning and wealth management, and therefore Director at CBPE Capital · Experience: CBPE Capital · Education: University of Cambridge · Location: Greater London · 500+ connections on LinkedIn. Edit Investments Section. The management team will remain significant shareholders alongside Charlesbank. View Richard Thompson’s profile on LinkedIn, a professional community of 1 billion members. Clifton manages over £1. Tell us what you think of this service (link opens a new window) Is there anything wrong with CBPE Capital has 16 current employee profiles, including Investment Director Ben Lewis. Region. 2003. Fund AUM and Sold ($) 100 80 60 40 20 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital VIII GP LP: Custodian: CBPE Nominees Limited: Auditor: Public filings of CBPE Capital Fund IX A LP raised by CBPE Capital LLP. We are: Selective We make only a small Previously, they invested in Perspective Financial Planning, helping it grow from £2. Next accounts made up to 31 March 2025 due by 31 December 2025. Andrew has a degree in Financial Economics from the CBPE, formerly known as Close Brothers Private Equity, is a private equity firm, Based in UK, that invests in UK mid-market businesses. Company status Active Company type Limited partnership Private Fund Limited Partnership (PFLP) Registered on 5 December Sean has worked in private equity all his career, including roles at Royal Bank Development Capital and 3i prior to joining CBPE. Public filings of CBPE Capital Fund IX B LP raised by CBPE Capital LLP. The firm specializes in providing investment solutions and funds management services to institutional and private clients. Fund AUM and Sold ($) 25 20 15 10 5 0 2011 2014 2017 2020: Fund Details; Director: CBPE Capital VIII GP LP: Custodian: CBPE Nominees Limited: CBPE Capital LLP (“CBPE”) is pleased to announce that it has exchanged contracts on the sale of Perspective Financial Group Limited (“Perspective”) to US middle-market private equity firm Charlesbank Capital Partners LLC (“Charlesbank”). Astorg works with entrepreneurs and management teams to acquire market leading global companies headquartered in Europe or the US, providing them with the strategic guidance, governance and capital they need to achieve their growth goals. 3-5 years. Lawrence Dean said: “Over the past two years, Simon and the team have built a world-class consultancy platform with deep expertise in digital transformation. Top 1-100 PE Firms. You can view more Our investor base is comprised of around 25 institutional limited partners from across the globe. Now, over a year later, our venture capital team have delved into the significant deal term changes that have emerged since these revisions. Exit date February 2017. Date of investment July 2012. What we do. Ben Bramhall, Co-CEO Xafinity. 6 to £8 billion Xceptor selected CBPE to help them scale internationally, develop their go-to-market capability and continue the development of their product suite. CBPE was advised by Addleshaw Goddard (Legal), PwC (Financial, Tax), JEGI Clarity (Debt Advisory), Roland Berger (Commercial), AJ Gallagher (Insurance), Crosslake (IT) and Anthesis (ESG). 0bn assets under management through a Public filings of CBPE Capital Fund X LP raised by CBPE Capital LLP. Our first fund held a final close on £130m in September 2010. He previously worked in the private equity Public filings of CBPE Capital Fund VIII Co-Invest II raised by CBPE Capital LLP. About ASL measures the performance of consumer products in relation to indoor air quality. AUM-Location United Kingdom. We are a private equity firm that puts strong relationships with management at the heart of everything we do. CBPE Capital has made 15 Notably, CBPE recently exited Perspective, a UK-based wealth management firm, generating a return of 5. EUR AUM. Senior debt Astorg is a global private equity firm with over €9 billion of assets under management. CBPE will take a majority stake in the Bristol-based advice firm, while Clifton’s management team will continue to run the business. 3 December GrowthCurve Capital is a private equity firm with a proprietary approach that seeks to leverage AI, digital transformation, and human capital capabilities within its portfolio companies to accelerate their growth and create sustainable value. We believe in good investing. The firm prefers to invest in B2B, commercial services, B2C, leisure, financial services, healthcare, industrials, and technology sectors. Skip to main content LinkedIn. Fund AUM and Sold ($) 300 240 180 120 60 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital IX GP LLP: Custodian: CBPE Nominees Limited: Auditor: Public filings of CBPE Capital Fund VIII B LP raised by CBPE Capital LLP. 3 percent of the fund is owned by fund of funds. Tax and reward expertise was provided by partner Mark Baldwin Private equity (PE) firm CBPE Capital has made a major investment in Clifton Asset Management. Previously, he worked in the private equity team at H. Commitments came from experienced private equity investors such as SL Capital Partners, Scottish Widows, South Yorkshire Pension Authority Public filings of CBPE Fund VII Co-Invest Fund I raised by CBPE Capital LLP. The firm seeks to invest in education & training, business services, healthcare, non-bank financial services, and technology sectors. 5B. CBPE have an excellent track record in helping healthcare companies grow. 23. £330m. 6 to £8 billion TDR Capital is a leading private equity firm with approximately €13 billion of assets under management. Our 2-year price target is $158. See insights on CBPE Capital including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft. CBPE Ownership Minority. View full team. It invests through means of buyouts, management buyouts, carveouts, and growth capital. Elysian We are delighted to share that our successful exit from Perspective Financial Group Ltd won the ‘Mid-Market Exit of the Year' award at the Mergermarket British Private Equity Awards 2024. Prior to joining CBPE, Laura was at Rede Partners where she was responsible for investor relationships across Asia whilst leading several private equity fundraises for European clients. Total AUM: $65. Our pragmatic and collaborative approach helps our companies grow and achieve long term success. Congratulations to our friends at $150 billion+ AUM private markets multi-strategy fund manager StepStone Group on closing on $3. Company status Active Company type Limited partnership Registered on 11 March 2015. Coller Capital is one of the world's leading investors in the secondary market for private assets - and widely acknowledged as an innovator in secondaries. 10/7 Digital Infrastructure. About CBPE Capital LLP . Founded in 1998, Pemba Capital Partners is a private equity firm based in Sydney, Australia. Sean Dinnen Managing Partner. The past few weeks at CBPE have provided me with an immensely valuable learning experience. 4 Billion; Number of Funds: 3; Employees: Firm Type: Private Equity; Focus Areas: Services ; Description CPE Funds Management Limited is an investment management company based in Grand Cayman. We've invested over €8. CBPE pumps capital into Clifton Asset Management. About CBPE CBPE is a leading private equity firm that partners with UK businesses valued up to £150 We are delighted to share that our successful exit from Perspective Financial Group Ltd has been shortlisted for the ‘Mid-Market Exit of the Year' at the Across the group of companies Clifton has over 9,000 clients, 110 employees and greater than £1. Last accounts made up to 31 March 2024. 05. New Geographies opened. CBPE Capital has 5 employees at their 1 location. Partner at CBPE Capital · Experience: CBPE Capital · Education: FCA - ICAEW · Location: London · 500+ connections on LinkedIn. Accounts. Public filings of CBPE Capital Fund VIII Co-Invest I raised by CBPE Capital LLP. View Harry Hewlett’s profile on LinkedIn, a professional community of 1 billion members. View Max O'Connell’s profile on LinkedIn, a professional community of 1 billion members. The breakdown for Funds IX and X can be seen in greater detail here. Key outcomes. Investment summary. 100%of our AUM is covered by a Net Zero target 100%of the portfolio has conducted an employee engagement survey 62% of the portfolio Co-Heads of ESG Laura West Head of Investor Relations Matt Murphy Portfolio Partner 05 SUTAINBILNYNA REPO03AReter. Years Investment. 8 billion assets under management. Ward will take a senior position within Perspective, joining the company’s executive board alongside CEO Ian Wilkinson, chief financial officer David Hesketh and chief regulatory officer Julie Hepworth. Laura joined CBPE in 2022 as Head of Investor Relations. - 100% of our AUM is covered by a Net Zero commitment - 100% of the portfolio has conducted an employee engagement survey - Published our first TCFD report At CBPE, we believe in doing the right thing. They have demonstrated a strong understanding of our market and an appreciation that, for our patients, the importance of service quality is second to none. As Managing Partner he has overall responsibility for our investment activities. The current minimum investment for Cbpe Capital Fund Ix A LP is $14300000. To find out more about how our different, listening, Filing history for CBPE CAPITAL IX GP LLP (OC398673) People for CBPE CAPITAL IX GP LLP (OC398673) Charges for CBPE CAPITAL IX GP LLP (OC398673) More for CBPE CAPITAL IX GP LLP (OC398673) Registered office address 2 George Yard, London, United Kingdom, EC3V 9DH . The current minimum investment for Cbpe Capital Fund Viii B LP is $15700000. Partner at CBPE Capital · Experience: CBPE Capital · Location: Greater London · 62 connections on LinkedIn. You can view more information on Cbpe Capital including private fund info, contact info, top management and executives, website, email addresses, and more below: Public filings of CBPE Capital UK Fund VI raised by CBPE Capital LLP. Chequers has contributed to the development of its portfolio companies by actively supporting external growth and London – Mayer Brown has advised private equity firm CBPE Capital (“CBPE”) on the sale of Perspective Financial Group (“Perspective”) to US private investment firm Charlesbank. Founded in 1986, Clifton has a long history in pensions administration and wealth management. Last accounts made up to 31 March 2022. Tech 15 March 2021. As a result we are completely aligned with the founders and management teams with whom we partner. Coller Capital’s 2023 ESG Report. View Simon Wildig’s profile on LinkedIn, a professional community of 1 billion members. Ian Moore Partner. Richard has a particular focus on companies in the business and financial services sectors. United Kingdom. Correspondence address 2 George Yard, London, EC3V 9DH . Astorg to acquire Xceptor from CBPE Capital. Rupert Parker Investment Manager. G. We bring deep knowledge to the table and use our experience to drive growth. As we reflect on the success of the past year, we are delighted to share our third annual Sustainability Report. Founded. Rupert has a degree in Chemistry from Oxford University. We Venture Capital; Hedge Funds; Real Estate Funds; Register. has grown significantly over the last two years following a major capital injection by CBPE CBPE has acquired a minority stake in HF, providing capital to accelerate the business’ ambitious growth strategy and firmly establish HF as the leading technology-driven legal services provider to insurance companies and corporates. Partnership Capital. The Strategy CBPE invested in Xceptor in 2017 recognising the highly regarded capabilities of the Xceptor platform and the increasing focus on workflow automation within the financial services sector. Ian joined CBPE in 2011. Now in its 20th year, Coller Capital’s landmark survey explores the current dynamics of private markets. Before his tenure at Kester, Adam served as an Analyst at Hawkpoint, which is now a part of Canaccord Genuity. Sector. Cbpe Capital Fund Ix A LP is a private equity fund operated by Cbpe Capital and has approximately $65. Founded 2003. PE. Team has 16 members. View the latest funds and 13F holdings. MML CBPE’s investment in HGF was led by Harry Hewlett and Ian Moore, with support from Jolyon Latimer, Rachel Milton and Namrata Pai. With an expanded investor base, the team is now Director at CBPE Capital · Experience: CBPE Capital · Location: London · 500+ connections on LinkedIn. IRR 33. 10. insights from market research and plenty of numbers crunching on what it will take for private markets to grow to $30T AUM by Public filings of CBPE Capital UK Fund VI raised by CBPE Capital LLP. . Non-executive director - Perspective Financial Group, Direct Commercial & Snigel Web Services. Mayer Brown also advised CBPE on its investment in Perspective in December 2019 and the subsequent sale of the financial planning and wealth advisory business to US private equity firm Charlesbank in February 2024, Experience: CBPE Capital · Education: Cranfield University - Cranfield School of Management · Location: Wandsworth · 500+ connections on LinkedIn. BKL was advised by JMW (Legal). Naveen joined CBPE in 2012 and is a member of the Investment Committee. Public filings of CBPE Capital Fund IX A LP raised by CBPE Capital LLP. July 2016; MML backed BMB extends offering with SWI acquisition. (Portfolio Companies) Reflecting our strategy, the Chequers portfolio is made up of medium-sized companies that are typically leaders in their market, active in a wide range of B2B services, IT services, asset-light industrials or healthcare sectors. 68 with an implied 62. CBPE ContactSean The consolidator, which holds £5. Ben Lewis Investment Director. − CPBE aims to assist in accelerating Clifton’s growth through a combination of organic development and strategic acquisitions in a fragmented wealth management market 10/29. The Macfarlanes team for this matter was led by investment management partner Stephen Robinson with assistance from solicitor Rooshin Vaghadia. He has a degree in PPE from Oxford University. Sector Financial Services. Employees at Exit. And we make sure we have researched them carefully beforehand. Europe. The fund targets business products and services (B2B), consumer products and services (B2C), financial services, healthcare, and information technology sectors. Matt qualified as a chartered accountant with KPMG before working in investment banking and private equity. It offers ‘whole of market’ advice, meaning its advice it not limited to certain providers. Rank: Beechbrook Capital announces first close on UK SME Credit IV and completes final investments in predecessor fund. Richard has led CBPE’s investment in Snigel, Perspective and DCL. Blue Owl Capital. Top 1 - 100 PE Firms; Rank Name Location AUM ($ Billions) 1: Harbourvest Partners: Boston, MA: $142. AUM-Location. Why Coller Capital; People; Culture & Values; Careers; Contact; Offices; Coller Capital’s 41st Global Private Capital Barometer, Winter 2024-25. CBPE’s wider success in financial services includes the IPOs of Xafinity (a UK corporate pensions consultancy) and JTC (a global administration Unlocking Growth. Naveen Passi Director. Selected investments View According to the firm the acquisitions range from £10m to £175m assets under management (AUM). CBPE Capital Fund X LP - Fund AUM and Sold ($) 140 112 84 56 28 0 2011 2015 2019 2023: Fund Details; Director: CBPE Capital X GP LLP: Custodian: CBPE Nominees Limited: Auditor: RSM UK Audit LLP: Marketer: Rede Partners LLP: Broker: Jurisdiction: Public filings of CBPE Capital Fund VII raised by CBPE Capital LLP. AUM. $1-5 m. I. CBPE’s investment in BKL was led by Adam Richardson and Matthew Watmore, with support from Rachel Milton and Ian Moore. Barometer . Assets Under Management (AUM): $5. 4x MoC for our investors. THOMPSON, RICHARD, WILLIAM MEMBER (More than 10% but less than 25%) Latimer, Jolyon, James MEMBER (More than 10% but less than 25%) AUM; By Strategy. Profile. In May 2024, we sold Perspective to the US private equity firm Charlesbank Capital Partners, achieving a 5. Coller Capital’s 41st Global Private Capital Barometer, Winter 2024-25. Advanta adds £800mn in AUM with cbpe capital Richard Thompson Partner at CBPE Capital. Search. $10. Show More . The fund is located in London, United Kingdom and invests in the United Kingdom and Ireland. 8bn for over 9,000 clients, Clifton aims to leverage CBPE’s resources and expertise to enhance its mergers and acquisitions (M&A) initiatives, expanding its reach CBPE Capital Fund X LP: 1810801: 07 May 20: Indefinite: $0: $136,902,690: Original: 4: Executives Direct Owners. CBPE Capital is a leading UK private equity firm which pursues a disciplined and consistent investment strategy, targeting buy-outs and development capital investments in UK-headquartered businesses with enterprise values up to £150 million. K. Peter joined Kester Capital in 2019 having previously spent 8 years working in lower mid-market private equity firm, Spring Ventures, and 3 years with technology venture capital investor Blenheim Chalcot. Selected investments View Filing history for CBPE CAPITAL FUND IX A LP (LP016541) More for CBPE CAPITAL FUND IX A LP (LP016541) Registered office address 2 George Yard, London, EC3V 9DH . CBPE Capital Fund VIII Co-Invest II - Fund Information and Directors. CBPE Capital completes investment in BKLCBPE Capital • Apr 12, 2023 • BKL, CBPE Capital RWK Goodman reveals role on digital transformation firm deal Insider Media • Mar 09, 2023 • RWK Goodman LLP , CBPE Capital , Louis Dreyfus Company , Addleshaw Goddard and 4 others Jolyon joined CBPE in 2010 and is a member of the Investment Committee. Richard Thompson Director. Founded in 1984, CBPE Capital is a private equity investment firm based in London, United Kingdom. View Adam Richardson’s profile on LinkedIn, a professional community of 1 billion members. Public filings of CBPE Capital Fund VIII Co-Invest II raised by CBPE Capital LLP. Naveen has a particular focus on companies in the business services and healthcare sectors, including CBPE investments such as Blatchford, JTC, Xafinity, Medica and SpaMedica. LDC’s partnership with The King’s Trust recently celebrated its fifth anniversary. DCL is a commercial motor insurance specialist. The company has two distinct activities: sourcing and supplying drugs which are currently unlicensed within a domestic territory from an overseas territory where they are licensed; and a Managed Access Programme (MAP) that creates access to drugs still in In February 2023, the British Private Equity & Venture Capital Association (BVCA) and Venture Capital Association (VCA) introduced revised model documents for early-stage investments. The sale is subject to regulatory approval from the FCA. exploring the nuances of Unlocking Growth. News. Jolyon Latimer, Partner CBPE Capital. During CBPE’s investment the business has grown significantly from £2. During our hold, the business more AUM ($ Millions) - State (Mailing Code) Search. Investment Director at CBPE Capital · Experience: CBPE Capital · Education: University of Oxford · Location: London · 500+ connections on LinkedIn. 3x. Vespa Capital support recapitalisations and management buyouts of privately-owned businesses with an Enterprise Value between £10m - £70m. Fund I. CBPE Capital LLP (“CBPE”) is pleased to announce that it has completed its investment into Direct Commercial Limited (DCL) and Carraig insurance Company Limited (Carraig) (together “Direct Commercial Group, DCG”) alongside Phil Cunningham (founder and CEO) and Management. 3 million. 8 billion of assets under management. 06. 4x invested capital through a sale to US private equity firm Charlesbank Capital Partners. Contents. Strategy Our control-oriented investment strategy is centered on data-rich and growth-focused businesses in sectors where we have deep Tagged under #Clifton Wealth #Clifton Asset Management #private equity #CBPE Promote your vacancy to thousands of professionals on Financial Planning Jobs Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. View Ben Lewis’ profile on LinkedIn, a professional community of 1 billion members. We offer private equity and private CBPE is a long-standing client of the firm, with Macfarlanes advising on its previous fundraise, CBPE Capital IX, which closed at a hard cap of £459m in August 2016. Track the AUM, funds, and holdings for CBPE Capital LLP over time. We typically acquire majority stakes in strong, market-leading European companies with potential for robust growth and resilience through economic cycles. 9B : 2: Thoma Bravo: Public filings of CBPE Capital US Fund VI raised by CBPE Capital LLP. Research & Insights . Pemba Capital Partners General Information Company Description. Currently managing over £1. They have less than $150 million in assets under management and operate 7 private funds. 250%. 04 billion) to £8. The firm will succeed the previous investor, CBPE Capital who has invested in Perspective since 2019. Ben works across a variety of sectors but has particular expertise in the industrial and services We are very excited to be announcing this investment from CBPE and welcoming them as our partner. 3 million in assets. Our portfolio is diverse but all have one thing in common: a growth mindset. Compare against similar firms. BMB, one of the UK’s leading independent suppliers of schoolwear and sportswear has acquired SWI Schoolwear. View Matt Murphy’s profile on LinkedIn, a professional community of 1 billion members. Jolyon Latimer Partner. Type. Nigel Le Quesne, CEO JTC CBPE Capital 's most notable exits include JTC, Hollywood Bowl Group, and Away Resorts. . Screener Leave fields blank for any. Revenue Growth. 4%. Irien Joseph - 1 November 2024. Diversified Alternatives has agreed to sell a strategic stake to CBPE Capital. BDO acted as Tax advisor to CBPE Capital on the acquisition of Snigel Web Services Limited Snigel is a Dublin-based global advertising technology business that enables publishers to grow their ad revenue while optimising the user experience and solving all data privacy requirements. Role Active LLP Designated Member Date of birth March 1968 Andrew joined CBPE in 2023 from Umbra Capital Partners, a merchant bank advising and investing in UK lower-mid market companies. Business Services. The business is now fully owned by its management team. We are principled and determined in our pursuit of long-term success, driven by a strong sense of conviction. We As part of CBPE’s ongoing commitment to being responsible investors, the firm is delighted to release its third annual sustainability report. €23bn. Investment Horizon. Date of investment February 2013. CBPE provided invaluable support and investment and it was a true partnership. Filing history for CBPE CAPITAL X GP LLP (OC429862) People for CBPE CAPITAL X GP LLP (OC429862) Charges for CBPE CAPITAL X GP LLP (OC429862) More for CBPE CAPITAL X GP LLP (OC429862) Registered office address 2 George Yard, London, United Kingdom, EC3V 9DH . Type senior Debt. Firm Type. Chorley, UK and Boston, MA, February 6, 2024 – Perspective Financial Group Ltd (‘Perspective’ or the ‘Group’) is delighted to welcome a new lead private equity investor, Charlesbank Capital Partners (‘Charlesbank’), who will succeed its current private equity investor, CBPE Capital LLP (‘CBPE’). 6 to £8. Next accounts made up to 31 March 2023 due by 31 December 2023. TDR Capital is a leading private investment firm with over €15 billion of assets under management. At CBPE we work best with businesses where we know we can truly add value. Mayer Brown also advised CBPE on its investment in Perspective in December 2019 and the subsequent sale of the financial planning and wealth advisory business to US private equity firm Charlesbank in February 2024, CBPE Capital LLP. 4% of our AUM for CCI. Play Video. 4x. View Jackie Foley’s profile on LinkedIn, a professional community of 1 billion members. Since 2000, CBPE has made over 60 such investments from five funds. CBPE Capital has acquired 24 organizations. cost ablskhm jqqdx sihugw euxqsc vsxbky eczjg pmmntq jam dpovkjr