Buyout PE
Beech Tree Private Equity
Beech Tree Private Equity acquires controlling stakes in established, profitable businesses, from Wilmslow / Manchester, United Kingdom. It states a focus on software & internet, financial services and business & professional services.
Stated investment criteria
What Beech Tree Private Equity says it buys
Read from Beech Tree Private Equity’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Beech Tree Private Equity to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Beech Tree Private Equity has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 3 |
| Total capital raised | $144m |
| Largest single vehicle | $144m |
| Filing history | 2016 to 2023 |
| Smallest accepted commitment | None stated |
| Filed from | UNITED KINGDOM |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Beech Tree Private Equity is registered
Registered with the SEC as an investment adviser, and incorporated in the United Kingdom.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 3 · $379m gross |
| SEC adviser number | CRD 311786 |
| Companies House number | LP021212 |
| Incorporated | 2020-09-11 |
| Register status | Active |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Portfolio
Disclosed holdings
Companies Beech Tree Private Equity lists on its own website. 1 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Simpson Associates | 2025 | 1 | — |
| Advanta Wealth | — | — | — |
| Ancoris | — | — | — |
| Arc | — | — | — |
| Avid | — | — | — |
| BCN Group | — | — | — |
| CovertSwarm | — | — | — |
| Fluent | — | — | — |
| Fourteen IP | — | — | — |
| Inspiro Learning | — | — | — |
| Learnlight | — | — | — |
| Obsequio Group | — | — | — |
| Performanta | — | — | — |
| Redstor | — | — | — |
| Sustainable Energy First | — | — | — |
| Transparity | — | — | — |
| Wavenet | — | — | — |
Compiled from Beech Tree Private Equity’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Recorded transactions
Buying and selling
Deals in which Beech Tree Private Equity is named as buyer or seller in the transaction archive. 1 recorded exit, most recently in 2022. 1 recorded acquisition.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Fluent Money | Sold | Brook Financial Services Ltd. | 2022 | $112m |
| Wavenet | Bought | — | 2016 | $54m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Software & Internet
What companies have actually sold for in software & internet, across 2,672 recorded transactions.
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