Mortgage Advice Bureau Acquires Fluent Money from Beech Tree Private Equity for £95m

Pivotal Growth Acquires Believe Money Group

September 22, 2025

Financial Services

Pivotal Growth Limited has acquired Believe Money Group Limited, a UK tech-driven second charge mortgage broker and fintech operator. The deal is Pivotal Growth's 20th acquisition and adds Believe Money's AI-driven CRM, a team of more than 130 people and annual revenues in excess of £20m to Pivotal's mortgage broking platform to accelerate scale in the second charge mortgage market.

bunq Acquires Capitalflow

December 2, 2021

Financial Services

Dutch challenger bank bunq has acquired Capitalflow, a privately held Irish SME lender, after Dutch central bank approval of a merger tied to a €193 million funding round with Pollen Street Capital that values bunq at €1.6 billion. The capital injection and acquisition are intended to fuel bunq's European expansion and add lending capabilities as the bank rolls out M&A as part of its growth strategy.

Beech Tree Private Equity Invests in Avid Insurance Services

August 20, 2019

Financial Services

Beech Tree Private Equity has made an investment in Avid Insurance Services, a UK-based managing general agent and specialist insurance intermediary with operations in Leeds and London. The capital will be used to accelerate Avid's organic growth and to support investment in new underwriting teams and complementary acquisitions, with Beech Tree partners joining the Avid board.

Bain Capital Invests A$46M in Fluent Commerce

February 19, 2026

Cloud & SaaS

Bain Capital has provided A$46 million in growth capital to Fluent Commerce to accelerate the company's AI-powered capabilities, support rollout of its Fluent Connect integration platform, and fund international expansion. The funding will be used to deepen AI functionality in Fluent Order Management, speed customer acquisition, and support global scaling.

Beech Tree Private Equity Invests in Advanta Solutions

January 6, 2021

Wealth Management

Beech Tree Private Equity has made a significant investment in Advanta Solutions to accelerate organic growth and fund a multi-acquisition strategy. The capital will support recruitment of additional advisers, expansion of Advanta Wealth’s services (including mortgage and insurance brokerage) and target acquisitions of owner-managed financial advisory firms; Beech Tree directors have joined the Advanta board.

Shawbrook Acquires The Mortgage Lender (TML)

January 28, 2021

Financial Services

Shawbrook has agreed to acquire The Mortgage Lender (TML), a specialist provider of residential and buy-to-let mortgages and a partner of Shawbrook for three years. The acquisition strengthens Shawbrook’s presence in the residential and buy-to-let markets, expands its product range and distribution network, and is intended to support growth through an enhanced customer offering and Shawbrook’s ongoing technology programme.