Executive Summary
B.P. Marsh is a niche provider of venture capital to early stage financial services businesses. The company only takes minority positions and typically invests amounts up to T?2.5 million in either debt or equity or a combination of both. Since inception in 1989, it has invested in twenty-five companies. BP Marsh currently has an interest in nine companies, with a total book value of T?27.2 million as at 31 July 2005. B.P. Marsh is raising additional funds to further finance existing investments, finance new investments, repay a shareholder loan, as well as provide an opportunity for a number of existing shareholders to realise a portion of their shareholdings. Over the past fifteen years, the company has assembled a management team with considerable experience in the financial services sector and in managing private equity investments. The directors have all worked with each other for at least three and a half years.
Company History
Current Events
Business Model
Products/Services
Segments/Customers
Production/Operations
Distribution/Routes to Market
Market & Competition
Market Share
Main Competitors
Competitive Strengths and Weaknesses
Management
Financials
Profit & Loss
Balance sheet
Cashflow
Valuation
Comparable Companies
SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
