Financial services

Helping people and businesses to transact is fundamental to the global economy. We work with firms innovating to improve these key aspects of the ecosystem, leading the way in supporting financial intermediaries and fintech, and provide capital and expertise to help them grow.

Portfolio

Acorn Group

Specialist motor insurance

Inflexion invested in Acorn Group, a leading specialist motor insurance business, in 2018. View case study

Auxadi

Tech-enabled corporate services

In 2020 Inflexion backed Auxadi, a leading tech-enabled corporate services business operating across Europe, North & South America. Inflexion is supporting the business with a minority investment. It is our first investment in Spain. View case study

Bollington Wilson

Insurance broker

In 2017, Inflexion backed the buyout and simultaneous merger of Bollington Insurance Brokers and F Wilsons Insurance Brokers to create Bollington Wilson Group. View case study

CMSPI

Global payments consultancy

CMS Payments Intelligence (“CMSPI”) is the world’s leading payments consultancy, View case study

DR&P

Corporate insurance broker

Inflexion invested in David Roberts & Partners (“DR&P”), a leading UK insurance broker, in 2021, reinvesting in 2023, before selling the business to BMS Group in 2024. View case study

Finanzen.net

Financial media & neobroker

In 2025, Inflexion invested in Finanzen.net, the digital broker and market leading financial information portal in the DACH region. View case study

Global Reach Group

Payment and hedging services

Global Reach Group is a leading UK foreign exchange specialist providing payments and hedging services. Inflexion backed the business in 2016 before selling its investment in 2022. View case study

Harrington Brooks

Debt management services

Debt management business Harrington Brooks was seeking a partner to support accretive acquisitions, and in 2005 Inflexion invested in the business. The enlarged firm was sold to RJD Partners in 2012, generating a 3.2x return on investment. View case study

ITM

Pensions software and consulting

Inflexion invested in ITM, a leading provider of specialist data services to the pensions and financial services markets in 2018 and exited in 2024 to PE backed trade. View case study

Lane Clark & Peacock

Financial and business consultants

In 2016, Inflexion provided a £41m Partnership Capital minority investment to support Lane Clark & Peacock, a financial consultancy specialising in pensions, investment and insurance. View case study

Ocorian

Fund and Corporate Services

Inflexion partnered with fund, corporate and trust administration business Ocorian in 2016 to support its carve-out, internationalisation and acquisition plans. View case study

PMC Treasury

Treasury and risk management

Inflexion acquired a minority stake in PMC Treasury, an independent provider of treasury and risk management solutions, in 2018. View case study

Succession

Wealth management

Succession is the UK’s largest independent wealth manager. Inflexion backed the buyout of Succession in 2014 before selling its investment to FTSE 100 business Aviva plc for £385 million in 2022. View case study

Team

Andrea Bertolini

Partner, Head of Financial Services

Andrea is a Partner and Head of Financial Services for Inflexion where he is responsible for leading the origination and execution of majority and minority investment opportunities in this sector across Europe. Read biography

Andrew Mainwaring

Partner

Andrew is a Partner responsible for originating and executing transactions and helping to accelerate growth in lower mid-market companies, with a particular focus on financial and business services. Read biography

Andreas Constantinides

Investment Director

Andreas is an Investment Director and is responsible for transaction execution as well as supporting the origination of majority and minority investment opportunities. Read biography

Heng Schiltges

Assistant Director

Heng is an Assistant Director responsible for evaluating and executing transactions, and supporting the origination of investment opportunities with a focus on Financial and Business Services. Read biography

Marcus Ward

Assistant Director

Marcus is an Assistant Director responsible for evaluating and executing transactions, and supporting the origination of investment opportunities. Read biography