Financial Services
Financial services represents over 5% of EU GDP and sits at the heart of every EU economy. Our investment focus is on market-leading businesses with strong management teams whom we can support to grow organically and through acquisition.
This is a dynamic and rapidly changing sector with attractive
investment opportunities, especially for strong management teams.
We are especially interested in certain business models: the
separation of 'manufacturing' and 'distribution'; creation of
specialised scalable platforms; outsourcing of non-core activities;
and sophisticated IP-led businesses.
Bridgepoint has a strong network and experience of this sector's
highly specific regulations and track record and relevant expertise
in delivering transactions.
We are particularly attracted to several sub-sectors:
- Asset management - where there is strong
growth from good performance and inflows, driven by demographic
factors like an ageing and increasingly wealthy population, where
businesses can gain market share and scale rapidly.
- Asset gathering/wealth management - we look
for scalable business models with wide distribution of product and
control of funding flows and where customer reputation, trust and
fiduciary responsibility are key to long-term relationships and
business success.
- Financial infrastructure, technology and
services - where efficient, focused operators can make
attractive margins as well as improving costs and service to
customers. We are particularly attracted to payment processing,
logistics management, back office operations and claims handling
businesses.
- Insurance - where there are excellent growth
prospects in broking and underwriting through best in class
analytics and customer service offers.
- Consumer and specialist finance - where
companies using proprietary IP can identify and penetrate customer
niches that the general lenders find hard to reach and serve
economically.
