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Private Equity
yfmep.com

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Investments

249

Portfolio Exits

44

Funds

23

Partners & Customers

1

Service Providers

3

About YFM Equity Partners

From ten regional offices the YFM Group, through its two FSA regulated investment arms YFM Venture Finance and YFM Private Equity, manage over £310 million of funds for both institutional and retail clients. Investors include UK clearing banks, pension funds, private individuals, large corporates, the European Investment Fund and local, national and European governments combined with the Regional Development Agencies.

YFM Equity Partners Headquarter Location

The Innovation Centre, Bristol and Bath Science Park Dirac Crescent, Emersons Green

Bristol, England, BS16 7FR,

United Kingdom

0117 370 7740

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Expert Collections containing YFM Equity Partners

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find YFM Equity Partners in 1 Expert Collection, including Pharma Startups.

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Pharma Startups

5,090 items

Pharmaceutical companies working across drug discovery, drug development and drug manufacturing.

Latest YFM Equity Partners News

YFM-backed Leeds SaaS specialist sees record results

Sep 21, 2021

Adam Overfield Force24, the Leeds-headquartered marketing automation platform which is supported by YFM Equity Partners (YFM), has seen record results. Financial statements filed at Companies House show turnover growing to almost £3.5 million for the year ending 31 December 2020. Led by the founders, CEO Adam Oldfield and Commercial Director Nick Washbourne, Force24 is a SaaS-based marketing automation platform that allows marketers to deliver personalised marketing campaigns harnessing a multitude of native Customer Relationship Management (CRM) integrations. The company’s latest financial results are in line with its plans to rapidly scale up following the £4.8 million investment backed by YFM in November 2020. Since YFM’s investment, the business has seen a 120% increase in employees, rising to a 93-strong team, and has made several senior hires including appointing a new finance director, a customer success director and a chair. Its customer base has also grown by 33% with the addition of more than 100 new clients including a number of high-profile companies such as Checkatrade, Welcome to Yorkshire and Pentagon Motor Group “It has been another year of strong growth for us as we continue to build on our position as one of the leaders in marketing automation in the UK,” said Mr Oldfield. “Having worked closely with our clients to navigate our way through the initial disruption after the first lockdown, we have proved able to support their digital transformation with the accelerated move online because of the pandemic. “Force24 has a unique product and a great team as well as a supportive investment partner at our side who really understands the sector, shares our ethos and believes in our vision.” Finance Director Matt Cox added: “The financial results for 2020 were in line with our expectations, showing good revenue growth of 17% year on year. “This was driven by strong new customer acquisition, up 40% compared to 2019, which was especially encouraging given the significant impact of the pandemic, and a result of our ongoing focus on driving improved customer satisfaction and retention. “Since gaining the support of YFM, there has been significant investment in key areas of the business which has helped strengthen our teams, in particular in our customer success, sales and engineering functions, as well as the appointment of key leadership roles. “This has enabled us to place even greater focus on product improvements and please customers with benefits such as free training and support for life which we are now able to deliver more consistently, providing an even more responsive and cohesive customer experience. “We are very confident that this gives us a really strong foundation on which to build in order to achieve our ambitious growth plans.” Mike Clarke, partner at YFM and member of the Force24 board, said: “With our portfolio experience of supporting the scale up of SaaS businesses, we immediately recognised Force24’s potential and knew we had the skillset to help its rapid growth trajectory. “Already, the business is well on its way to achieving  market leading SaaS metrics in customer retention and revenue growth – we expect another strong year ahead.” Share

YFM Equity Partners Investments

249 Investments

YFM Equity Partners has made 249 investments. Their latest investment was in TravelTek as part of their Private Equity - II on June 6, 2021.

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YFM Equity Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/23/2021

Private Equity - II

TravelTek

$1.8M

No

4

4/19/2021

Private Equity

RGE Services

Yes

2

2/24/2021

Series B

Utility Global

$3M

Yes

Altira Group, Asc Network, Revolution Growth, and Saudi Aramco Energy Ventures

1

2/16/2021

Private Equity

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$99M

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10

1/11/2021

Private Equity

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$99M

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10

Date

6/23/2021

4/19/2021

2/24/2021

2/16/2021

1/11/2021

Round

Private Equity - II

Private Equity

Series B

Private Equity

Private Equity

Company

TravelTek

RGE Services

Utility Global

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Amount

$1.8M

$3M

$99M

$99M

New?

No

Yes

Yes

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Co-Investors

Altira Group, Asc Network, Revolution Growth, and Saudi Aramco Energy Ventures

Sources

4

2

1

10

10

YFM Equity Partners Portfolio Exits

44 Portfolio Exits

YFM Equity Partners has 44 portfolio exits. Their latest portfolio exit was Business Collaborator on March 11, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

3/11/2020

Acquired

Bentley Systems

1

2/27/2019

Acquired

ACC Aviation

2

12/14/2018

Acquired

Winncare Group

1

00/00/0000

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10

00/00/0000

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10

Date

3/11/2020

2/27/2019

12/14/2018

00/00/0000

00/00/0000

Exit

Acquired

Acquired

Acquired

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Companies

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Valuation

Acquirer

Bentley Systems

ACC Aviation

Winncare Group

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Sources

1

2

1

10

10

YFM Equity Partners Acquisitions

43 Acquisitions

YFM Equity Partners acquired 43 companies. Their latest acquisition was FourNet on June 10, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/10/2021

Acq - Fin

$12.74M

Shareholder Liquidity

7

10/31/2019

Management Buyout

1

6/7/2019

Acq - Fin

1

12/18/2018

Shareholder Liquidity

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$99M

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10

8/1/2018

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$991

$99M

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10

Date

6/10/2021

10/31/2019

6/7/2019

12/18/2018

8/1/2018

Investment Stage

Acq - Fin

Shareholder Liquidity

Companies

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Valuation

$991

Total Funding

$12.74M

$99M

$99M

Note

Shareholder Liquidity

Management Buyout

Acq - Fin

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Sources

7

1

1

10

10

YFM Equity Partners Fund History

23 Fund Histories

YFM Equity Partners has 23 funds, including Buy-Out Fund II.

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/7/2020

Buy-Out Fund II

$98.59M

2

6/12/2019

YFM Equity Partners Buy-Out Fund II

Buyouts & Acquisitions

$75.78M

1

5/11/2017

YFMEP 2016

Buyouts & Acquisitions

$57.88M

4

3/25/2015

British Smaller Companies VCT Fund

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$99M

10

12/31/2008

Chandos Fund

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$99M

10

Closing Date

4/7/2020

6/12/2019

5/11/2017

3/25/2015

12/31/2008

Fund

Buy-Out Fund II

YFM Equity Partners Buy-Out Fund II

YFMEP 2016

British Smaller Companies VCT Fund

Chandos Fund

Fund Type

Buyouts & Acquisitions

Buyouts & Acquisitions

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Status

Amount

$98.59M

$75.78M

$57.88M

$99M

$99M

Sources

2

1

4

10

10

YFM Equity Partners Partners & Customers

1 Partners and customers

YFM Equity Partners has 1 strategic partners and customers. YFM Equity Partners recently partnered with Tonkotsu on June 6, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

6/11/2019

Partner

Tonkotsu

United Kingdom

Tonkotsu partners with YFM for next phase of growth

Tonkotsu , the Emma Reynolds and Ken Yamada-founded ramen restaurant group plans expansion after partnering with investment firm YFM Equity Partners LLP

3

Date

6/11/2019

Type

Partner

Business Partner

Tonkotsu

Country

United Kingdom

News Snippet

Tonkotsu partners with YFM for next phase of growth

Tonkotsu , the Emma Reynolds and Ken Yamada-founded ramen restaurant group plans expansion after partnering with investment firm YFM Equity Partners LLP

Sources

3

YFM Equity Partners Service Providers

5 Service Providers

YFM Equity Partners has 5 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Addleshaw Goddard

Private Equity - II

Counsel

General Counsel

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Service Provider

Addleshaw Goddard

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Associated Rounds

Private Equity - II

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Provider Type

Counsel

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Service Type

General Counsel

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Partnership data by VentureSource

YFM Equity Partners Team

13 Team Members

YFM Equity Partners has 13 team members, including current Controller, Anne Jackson.

Name

Work History

Title

Status

Anne Jackson

Controller

Current

David Best

Managing Director

Current

Geoff Sankey

Managing Director

Current

Robin Watson

Managing Director

Current

Andy Cucksey

Senior Vice President

Former

Name

Anne Jackson

David Best

Geoff Sankey

Robin Watson

Andy Cucksey

Work History

Title

Controller

Managing Director

Managing Director

Managing Director

Senior Vice President

Status

Current

Current

Current

Current

Former

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