Lancashire Investments Limited
Lancashire Investments Limited

Case studies

Backing businesses we believe in.

From secondary buyouts and management buyouts to growth capital and founder-stage seed funding. A selection of the businesses Lancashire Investments has backed.

  • Secondary buyout
  • Growth funding
  • Growth capital
  • Management buyout
  • Seed & follow-on funding
The Insurance Surgery01

The Insurance Surgery

Life & protection insurance broking · North West

Secondary buyout

North West based life and protection specialist insurance broker.

Lancashire Investments led the secondary buyout, providing an exit for the previous funder and breathing new lease of life into the business.

The investment has facilitated the launch of an exciting new growth journey, working alongside management to scale the business and capitalise on their market leading proposition and reputation.

Matt sits on the board, acting as investment director and providing strategic input and governance.

Our role
Led the buyout. Matt sits on the board as investment director.
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Forma-Care02

Forma-Care

Adult incontinence & consumables · Durham

Growth funding

Durham based adult incontinence business supplying the NHS, care homes and consumers.

Lancashire Investments supported the continued turnaround journey of a high growth incontinence and consumables supplier, selling predominantly into the NHS and care home settings.

Investing alongside industry veteran James Steele, Lancashire Investments have funded a continued roll out of the business's Cara brand within the NHS, onboarded a number of new customers and key listings.

Forma-Care have gained substantial market share in recent years, and are well placed to continue to grow. The Lancashire Investments team assist with all aspects of this growth journey, working closely with management to manage risk and build shareholder value.

Our role
Working closely with management to manage risk and build shareholder value.
Alongside
James Steele, industry veteran
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Phoenix Learning03

Phoenix Learning

Education & care (SEN) · South of England & South Wales, expanding into the North West

Growth capital

40+settings across schools, further education, children’s homes and supported living

Supporting children and young adults with opportunities for life and living, a real sense of achievement and a pathway to an independent future.

Phoenix Learning and Care supports children and young adults giving opportunities for life and living, a real sense of achievement and a pathway to an independent future. The group operates more than 40 settings across the South of England and South Wales encompassing Schools, Further Education, Children’s residential homes and Adult supported living.

Lancashire Investments provided growth capital through a mezzanine type structure, supporting the group’s expansion into the North West, including its most recent school development in Denton, Greater Manchester.

Phoenix has a strong reputation for providing excellent education for children in KS2–4 with SEN needs.

Our role
Provided growth capital through a mezzanine type structure.
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Product Partnerships04

Product Partnerships

Retail compliance · Yorkshire

Management buyout

Yorkshire based PPL, a leading retail compliance business advising clients through the complex world of financial regulation.

Yorkshire based PPL are a leading retail compliance business, providing expert advice and guidance to their clients as they navigate the complex world of financial regulation. PPL give clients peace of mind and add genuine commercial value in the ever-changing compliance landscape for retailers.

Lancashire Investments supported the management buyout alongside Arete Capital Partners, providing an exit for the founding management team and allowing the leadership team to embark on an exciting growth journey for the business.

Matt acts as board observer, working closely with management and co-investors alike to scale the business into a dominant market player.

Our role
Board observer, working closely with management and co-investors.
Alongside
Arete Capital Partners
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GPTmate05

GPTmate

Early-stage business

Seed & follow-on funding

An early-stage business backed from the very beginning.

Matt and the team at Lancashire Investments have worked closely with the founder since the business was established, raising seed capital and providing follow on funding to bring the product to market and scale the business.

As the business continues to grow out of the initial start up phase, Matt’s role as investment director has evolved from an initial sounding board and commercial introductions into more strategic input and professionalising the business to fit the needs of all key stakeholders.

Our role
Investment director, from sounding board to strategic input.
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