About Preservation Capital Partners

Preservation Capital Partners is a middle market private equity firm specializing in the financial services sector. We focus on partnering with market leading companies with proven and resilient business models that have demonstrated strong revenue growth.

We strive to deliver consistent and superior returns for investors and partners, through the application of our deep sector expertise, collaboration with best in class management teams, and hard work to generate superior value creation.

One of the central tenet of Preservation Capital Partners’ investment approach is to back outstanding incumbent management teams that have demonstrated an ability to outperform the market and can build durable growth businesses over an extended time horizon. Alignment of interests is central to this approach and as such management teams are typically significant shareholders in any business that we back.

We have a flexible investment mandate and can invest as both a minority and majority investor, with a minimum equity investment of £20m and maximum of £100m equity per investment.

TARGETED COMPANIES PROFILE

Target industry sub-sectors: Strong organic growth prospects driven by demonstrated secular tailwinds or businesses operating in fragmented markets with a buy and build roll-up potential

Geographic focus: Primarily focused on investing in the UK, Western and Northern Europe, opportunistically invest in Southern Europe and CEE

Business sector: Non-balance sheet businesses including insurance distribution, insurance services, asset and wealth management, outsourcing service providers to financial institutions, payments and consumer finance

Business characteristics: Strong and defensible market position, high barriers to entry, experienced and highly driven incumbent management team

Ownership: Focus primarily on privately owned businesses with no institutional shareholders

Flexible INVESTMENT MANDATE

Investment mandate: Flexible investment mandate including minority and majority investments

Enterprise size: From early stage up to mid-size companies with typical enterprise valuation of £30-200m and min equity investment requirement of £20-100m

Holding period: Longer term investor with an average investment hold period of five to seven years

Aligned incentivization: Structure deals so management roll a sizeable portion of their shareholding