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Investment in Autonomy Investment Partners
B.P. Marsh & Partners Plc has invested $5.1m for a 17.9% preferred capital interest in Autonomy Investment Partners LLC, a new vehicle established with XPT Group LLC's management and BharCap Partners LLC to provide minority growth capital to US insurance distribution businesses. This investment is expected to generate income from inception, with B.P. Marsh entitled to an 8% preferred annual return. As part of the transaction, B.P. Marsh will receive $12.1m from XPT through the redemption of preferred units and repayment of junior debt. This move expands B.P. Marsh's investment opportunities in a differentiated market segment while preserving its economic participation in XPT. Disclaimer*
About this update from B.p. Marsh & Partners Plc
25 June 2026 B.P. Marsh & Partners Plc ("B.P. Marsh", "the Company" or "the Group") Investment in Autonomy Investment Partners, a New Minority Investment Vehicle Aligned with XPT Group LLC B.P. Marsh & Partners Plc (AIM: BPM), the specialist private equity investor in early-stage financial services businesses, is pleased to announce that it has agreed to invest $5.1m in Autonomy Investment Partners LLC ("Autonomy"), a newly formed investment vehicle, representing a 17.9% preferred capital interest. · Autonomy has been established in partnership with the senior management team of XPT Group LLC ("XPT"), a U.S.-based wholesale insurance brokerage and underwriting agency platform serving the specialty insurance sector, and BharCap Partners LLC ("Bharcap"), a Connecticut-based private equity firm. · Autonomy will provide minority investment capital to independent US insurance distribution businesses seeking growth, combining access to capital, infrastructure and sector expertise while enabling founders and management teams to retain operational control. · As its inaugural transaction, Autonomy will acquire a minority stake in XPT, creating immediate alignment between Autonomy's management team and investors and generating income for Autonomy from inception. · As part of the transaction, B.P. Marsh will receive US$12.1m from XPT, comprising: o US$6.1m from the redemption of P1 preferred units; and o US$6.0m from the repayment of junior debt. · Autonomy intends to replicate the strategy that has supported XPT's growth since 2017 within a complementary segment of the US insurance distribution market. Bharcap has committed $100m to Autonomy as the largest investor. Its investment focus is directly aligned with Autonomy's strategy, and its participation provides B.P. Marsh with a well-capitalised co-investor alongside the XPT management team. Bharcap is a private equity firm founded in 2021 and focused exclusively on financial services. Bharcap targets management buyouts and growth investments in asset-light middle-market financial services businesses, with a particular focus on wealth and asset management, insurance distribution and insurance services, financial technology, and tax and accounting services. B...
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