Every portfolio company from acquisition through value creation to exit.
Stages for 8 of 9 holdings are not recorded. Dates and holding age are not used to infer a stage.
| Company | Industry | Entry | Stage | Hold | Entry value |
|---|---|---|---|---|---|
| Aviva-COFCO Life Insurance Company Limited Portfolio Company (Current) | Insurance | — | Stage not recorded | — | — |
| Disaster care group Acquirer of Company | — | 2026 | Stage not recorded | — | £10M |
| WBS Growth Partnership LLP Portfolio Company (Current) | Commercial Real Estate | 2026 | Stage not recorded | 0.8y | — |
| Direct Line Insurance Group plc Acquirer of Company | Insurance |
| Company | Entry | Exit | Type | Hold | MOIC |
|---|---|---|---|---|---|
| Singlife | 2024 | 2024 | — | — | 1× |
Dashes indicate terms that were not publicly disclosed. Entry and exit values, exit type and MOIC are shown only where the transaction details were publicly disclosed with sufficient figures.
| 2025 |
| Stage not recorded |
| — |
| £4B |
| Probitas Acquirer of Company | Insurance | 2024 | Stage not recorded | — | £249M |
| AIG Life UK Acquirer of Company | Insurance | 2024 | Stage not recorded | — | £453M |
| Rock Road Portfolio Company (Current) | Transport Infrastructure | 2024 | Stage not recorded | 2.5y | — |
| Succession wealth Acquirer of Company | Wealth Management | 2022 | Stage not recorded | — | £385M |
