CBPE

CBPE is pleased to announce its investment in Clifton Asset Management Plc, a leading wealth management and pensions administration firm located near Bristol. We are really excited to be working alongside Neil Greenaway and the rest of his excellent team. This marks the tenth deal from Fund X (£561m, 2021 vintage). The deal was led by Richard Thompson, Adam Richardson and Rachel Milton. Read more here: https://lnkd.in/ev73APx8

Last week we hosted our investors from around the world at The Berkeley for our AGM. It was a fantastic opportunity to reflect on our achievements over the past year and to provide an update on the whole portfolio. We were also lucky enough to have six of our portfolio companies' executives there to present. Many thanks to Paul Roberts, Fabrice Chartier, Joe Hantson, Dermot Caden, Simon Grosse and Garry Partington for their insightful and engaging sessions. The presentations were followed by dinner and drinks at the stunning Victoria and Albert Museum. We always love bringing everyone together and thank you to those who joined us!

We are delighted to announce our investment in HGF Limited, one of Europe’s leading intellectual property (IP) firms. HGF specialises in the creation and management of IP portfolios for many of the world’s foremost companies and research institutions, and represents the ninth investment from CBPE Fund X (2021 vintage). We're excited to be partnering with this exceptional team, supporting their investment in people, technology and enhanced services. Read more here: https://lnkd.in/egg4U34n #cbpe Harry Hewlett Ian Moore Jolyon Latimer Rachel Milton Namrata Pai Addleshaw Goddard PwC JEGI CLARITY Roland Berger AJ Gallagher Crosslake Technologies Anthesis Group Investec CMS Grant Thornton UK LLP HSBC Pinsent Masons

We are excited to share our third annual Sustainability Report, highlighting the considerable progress we have made over the year and our intentions for the year ahead. 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, we believe in doing the right thing. Working closely with our portfolio companies, we support the adoption of ESG best practices that bring material benefits to society and the environment. If you'd like to learn more about what we're doing across the portfolio, please reach out to Laura West and Matt Murphy. Alternatively, please read more on our website: https://lnkd.in/eziQ66ZA #cbpe #sustainabilityreport #esg #unlockinggrowthtogether

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. In May 2024, we sold Perspective to the US private equity firm Charlesbank Capital Partners, achieving a 5.4x MoC for our investors. During our hold, the business more than quadrupled its EBITDA from £5 million to £22 million at exit, while also making >50 acquisitions. Throughout this period, Perspective maintained its client-centric culture and high advisory standards, distinguishing itself in the industry. A huge thank you to everyone involved, but in particular to the team at Perspective, namely Ian Wilkinson, Julie Hepworth, David Hesketh and Sam Ward. #cbpe Richard Thompson Harry Hewlett Rachel Milton Houlihan Lokey Christian Kent Ares Management Corporation William Grout

A big thank you to everyone who joined us for our inaugural 'People & Performance' day at the Tottenham Hotspur Football Club stadium last week. We brought together members from our portfolio companies for a fantastic day filled with insightful presentations and discussions on how to unlock peak performance in teams. Highlights included presentations from: - Ben Hunt-Davis MBE, Olympic Gold medal winner and founder of Will It Make The Boat Go Faster? - Professor Steve Peters, renowned performance coach and author of The Chimp Paradox (Chimp Management Ltd). A special thank you also goes to our CEO panel members: Simon Grosse (FSP), Lee Brook (BKL) and Paul Roberts (Blatchford) for sharing their experiences and views on getting the best out of people and teams. The day wrapped up with an unforgettable experience - the Skywalk on the iconic Spurs stadium roof, followed by a 'Tom Cruise inspired' abseil down which raised £5,000 for ReachOut, the amazing youth mentoring and education charity.              

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 Mergermarket British Private Equity Awards 2024. The public vote is now open and we would love your support. You can vote here: https://lnkd.in/ebfbuuTi A huge thank you to everyone involved, but in particular the team at Perspective, including Ian Wilkinson, David Hesketh and Julie Hepworth. #cbpe Richard Thompson Harry Hewlett Rachel Milton

We're excited to announce that CBPE has been shortlisted as a finalist for 'PE House of the Year: Mid-Cap' at the Real Deals ESG Awards 2024! This nomination is a testament to our team and portfolio's commitment to driving meaningful impact through our ESG efforts. We look forward to sharing more about our achievements over the last year through our 2024 sustainability report which will be released next month. #ESGAwards #PrivateEquity #Sustainability #CBPE

We are pleased to share that our portfolio company Centralis Group has acquired Oakford Advisors Ltd a provider of specialist services to alternative fund clients in the UK. This follows the acquisition earlier in the year of YLP S.à r.l. - "Your Luxembourg Partner", a Luxembourg-based corporate services provider, which strengthens the Centralis proposition in a key geography. Read more: https://lnkd.in/eNT28vWv

Yesterday we celebrated the wonderful Jan, who is retiring after working more than 24 years in our building. In 2017, we managed to steal her from the downstairs reception, and since then Jan has been the warm, welcoming face of our reception, greeting every guest with a smile and making the best cups of coffee.   Jan, your dedication, kindness, hugs, and support will be deeply missed. Thank you for everything!   Wishing you all the best in your retirement!