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BPE acts for Partners& on U.S. investment and series of acquisitions

Cheltenham-based law firm BPE Solicitors has acted for insurance advisory business Partners& on a significant initial investment from U.S. private equity firm Capital Z Partners and the subsequent acquisition of four insurance advisory businesses for an undisclosed sum.

Partners& successfully launched its brand earlier this month, to much acclaim, and has shot into the Top 100 UK Brokers with £65m gross written premium.

Its major investor, Capital Z Partners, has an impressive long-term track record investing in the financial services industry and takes pride in partnering with high quality management teams such as Partners&.  Teaming up with Capital Z Partners has enabled Partners& to achieve its goal of creating a unified group of specialist advisory partners. The deal will also continue to facilitate their ambition to become an industry-leading insurance advisory business.

Led by Partners Adam Kean and John Workman and supported by Philippa Kean and Kathryn King, BPE’s Corporate Team was assisted by the firm’s Employment and Property Teams, overseeing both the investment and subsequent acquisitions.

Adam commented: “We are delighted to have supported the management team on the initial investment and Partners& on its subsequent acquisitions, helping to create a new player in the insurance advisory market that will bring a fresh approach to the industry. The deal showcases the breadth and depth of expertise we have at BPE to work cross-team and deliver on high value, complex transactions. Our aim is to always work alongside our clients as trusted advisors, and we look forward to continuing to support Partners&.”

Commenting on the transaction, Phil Barton, CEO of Partners&, said: “BPE has provided an outstanding service in guiding us through the journey to form our innovative, advice-led proposition. At the heart of our business is the notion of partnership and collaboration. We see BPE as a key business partner and member of our ecosystem, and as such look forward to working with them for the long term.”

These notes have been prepared for the purpose of articles only. They should not be regarded as a substitute for taking legal advice.

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