ADVISORS
Bay Tree is a lower mid-market private equity investor focused on UK businesses, supported by a group of leading institutional investors
OUR INVESTMENT FOCUS
- Growing UK lower mid-market companies with underlying EBITDA of £2m – £10m
- We invest in growing businesses across sectors, with particular interest in healthcare
- We will consider opportunities with operational improvement potential, but are not investors in turnaround situations
- As business owners ourselves, we can empathise with management teams during the investment journey
DEAL TYPES
- Buy outs, both full MBO and BIMBO
- We can augment management gaps with our own operational capabilities if required
- Growth Capital
- Control or minority investments
DELIVERABILITY
- We are supported by a group of leading institutional investors who invest alongside us on a deal-by-deal basis
- Bay Tree has completed four successful deal-by-deal investments
- Significant Partner experience of deal completion, with over 30 transactions from a combination of operating, investing and financing roles

We look at deals from three different views: investment, operational and financing. We understand and have travelled the management journey, and put the team at the centre of our business.
Our Team
The Bay Tree team has a wealth of experience from a combination of operating, investing and financing roles.
