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BMS announces successful completion of the fundraise of Preservation Capital Partners Strategic Opportunities Fund I

Preservation Capital Partners (“Preservation Capital”), a specialist investor in the asset-light financial services sector, today announces the closing of Preservation Capital Partners Strategic Opportunities Fund I (“the Fund”) at £150million. The continuation fund was raised during 2023 in the context of the reinvestment in BMS in September 2023, and it had substantial demand from a...

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BMS Group acquires Canadian Company Smith & Reid Insurance Brokers Ltd.

BMS Group, the independent specialist insurance and reinsurance broker, have acquired Canada-based insurance broker, Smith & Reid Insurance Brokers Ltd along with O’Neil Insurance. Led by president Jeff Smith and vice-president Dan Reid, the brokerage provides expertise in specialised lines of business, including construction, real estate portfolios, oil and petrol distribution and auto dealerships. The...

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Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value

Preservation Capital (“PCP”) are pleased to announce that Saltus – a PCP portfolio company – has launched the Saltus Partnership Programme; a landmark new business unit that will partner with financial planning businesses to maximise their value, whether that is driving performance and growth or considering options for selling. The Saltus Partnership Programme will work...

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