TR-1:Standardform for notification of major holdings
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NOTIFICATION OF MAJOR HOLDINGS(to be sent to the relevant issuerandto theFCAin Microsoft Word format if possible)i |
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1a. Identity of the issuer or the underlying issuerof existing shares to which voting rights areattachedii: |
B.P.MARSH & PARTNERS PLC |
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1b.Please indicate if the issuer is a non-UK issuer(please mark with an“X”if appropriate) |
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2.Reason for the notification(pleasemarkthe appropriate box or boxeswith an“X”) |
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An acquisition or disposal of voting rights |
X |
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An acquisition or disposal of financial instruments |
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An event changing the breakdown of voting rights |
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Other (please specify)iii: |
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3.Detailsof person subject to thenotification obligationiv |
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Name |
Martin MacLeish |
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City and country of registered office (if applicable) |
UK |
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4. Full name of shareholder(s)(if different from 3.)v |
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Name |
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City and country of registered office (if applicable) |
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5. Date on which the thresholdwascrossed or reachedvi: |
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6.Date on which issuer notified(DD/MM/YYYY): |
14/09/26 |
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7. Total positionsof person(s) subject to the notification obligation |
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% of voting rights attached to shares (total of8.A) |
% ofvoting rightsthroughfinancial instruments |
Total of both in % (8.A +8.B) |
Total number of voting rightsheld inissuer(8.A + 8.B)vii |
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Resulting situation on the date on which threshold was crossed or reached |
4.90% |
0.00 |
4.90% |
1,754,936 |
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Position of previous notification(if applicable) |
5.0% |
0.00 |
5.0% |
1,869,936 |
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8. Notified detailsof theresulting situationonthe date on which the threshold was crossed or reachedviii |
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A: Voting rights attached to shares |
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Class/type of ISINcode (if possible) |
Number of voting rightsix |
% ofvoting rights |
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Direct (DTR5.1) |
Indirect (DTR5.2.1) |
Direct (DTR5.1) |
Indirect (DTR5.2.1) |
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GB00B0XLRJ79 |
1,754,936 |
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4.90% |
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SUBTOTAL8.A |
1,754,936 |
4.90% |
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B1:Financial Instrumentsaccording toDTR5.3.1R (1)(a) |
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Type of financialinstrument |
Expiration |
Exercise/ |
Number of votingrights that may beacquired if theinstrument is exercised/converted. |
% of votingrights |
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SUBTOTAL8.B1 |
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B 2: Financial Instrumentswith similar economic effect according toDTR5.3.1R (1)(b) |
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Type of financialinstrument |
Expiration |
Exercise/ |
Physical or cash Settlementxii |
Number of votingrights |
% of votingrights |
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SUBTOTAL8.B.2 |
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9.Information in relation to the person subject to the notification obligation(pleasemarkthe applicable boxwith an“X”) |
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Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuerxiii |
X |
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Fullchain of controlled undertakings through which the voting rights and/or the |
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Namexv |
% of voting rights if it equals or is higher than the notifiable threshold |
% ofvoting rights throughfinancial instruments if it equals or is higher than the notifiable threshold |
Total of both if it equals or is higher than the notifiable threshold |
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10.In case of proxy voting, please identify: |
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Name of the proxy holder |
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The number and % of voting rights held |
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The date until which the voting rightswill beheld |
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11. Additionalinformationxvi |
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Place of completion |
AIM (XLON) London Stock Exchange |
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Date of completion |
07/07/26 |
For further information please contact:
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B.P. Marsh & Partners Plc Daniel Topping / Alice Foulk
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+44 (0)20 7233 3112 |
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Nominated Adviser & Joint Corporate Broker: Singer Capital Markets Advisory LLP Charles Leigh-Pemberton / Peter Steel / James Todd
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+44 (0)20 7496 3000 |
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Joint Corporate Broker: Investec Bank plc Christopher Baird / Gordon Hamilton
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+44 (0)20 7597 5970 |
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Financial PR & Investor Relations: Tavistock Simon Hudson / Katie Hopkins / Kuba Stawiski
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+44 (0)20 7920 3150 |
About B.P. Marsh
B.P. Marsh & Partners Plc (AIM: BPM) is a specialist investor in early stage and small to medium-sized financial services intermediary businesses, with a particular focus on the insurance sector. Bridging the gap to traditional private equity funding rounds, B.P. Marsh takes a typical initial equity stake of up to£5m, often complemented by loans, and is able to tailor its investment model to each opportunity. Taking a long-term view of its investments, with an average holding period of around seven years, the Group supplies strategic insight and capital while empowering entrepreneurial management teams to grow their businesses.
The B.P. Marsh portfolio is diversified by geography and class of business, spanning insurance brokers, underwriting agencies and financial advisers in theUK,Europe,North Americaand other international markets. For further information, including details of the current portfolio and recent exits, please visit:www.bpmarsh.co.uk.