Our shared values

To be supportive investors

Our intent is to empower great people. We support them with strategic, financial and operational advice based on actual experience.

To be fair and open

From our first dealings with management through to the realisation of an investment, we aim to be straightforward and accessible.

To make growth meaningful

Strong financial returns alone are not sufficient. We believe sustainable growth can only be achieved when a business benefits all of its stakeholders.

Delivering meaningful growth

We do not invest in companies unless they can bring benefits to society or the environment. We take responsibility for sustainability and are proud signatories to the PRI. The highest standards of Environmental, Social and Governance (ESG) are embedded in our investment process:

Screening

We screen each opportunity to assess if it is consistent with our criteria

Due diligence

We undertake ESG due diligence on every new investment

Strategic plan

Sustainability is integral to the strategic plans of all our portfolio companies

Portfolio monitoring

We work with our management teams to enhance ESG performance

Exit

Once we divest, we assess the ESG results and any lessons learned

People matter

We recognise that our success is based on people. This means every one of the more than five thousand people in our portfolio companies. We work closely with our management teams to cultivate inclusive and diverse work environments. We focus on employee engagement, empowerment and enrichment.

Engagement

Our portfolio companies develop regular internal communications so that employees are fully aware of their company’s mission, strategy and progress. We ask for surveys to measure how people are feeling and to help improve corporate leadership.

Empowerment

We create nurturing environments in which employees can make active contributions. Key to this is creating the right structures to support people in realising their personal goals, and developing workplaces committed to diversity.

Enrichment

Employees share in financial success through broader ownership of their business. We also measure success based on the quality of the working environment.

Portfolio snapshot

Employees

5,500

Portfolio employee growth*

>2x

Average Glassdoor Rating

4.1

*All realised investments

Supporting diversity

We are active supporters of Level 20, the not-for-profit organisation established to inspire women to join and succeed in the private equity industry. Our firm supports Level 20's mission to encourage greater female representation in private equity, with the goal of having 20% of senior positions in the industry held by women, and with a particular focus on increasing the number of women in investment roles.

We are members of the BVCA and active supporters of its initiative to improve diversity in private capital firms and portfolio company management. We are also participants in #100BlackInterns.

Level 20 logo

Community action

Bowmark has a close partnership with Pursuing Independent Paths (PiP). This outstanding organisation supports adults with learning disabilities and autism.

PiP’s dedicated team of staff and volunteers helps people to achieve their potential and to lead more independent lives.

The Bowmark team supports PiP by volunteering and fundraising, in addition to financial support. We are proud to back PiP’s social enterprise, Fruitful, a pop-up fruit juice stall run by its students to gain employability skills and real-life work experience.

PiP and Bowmark have grown together over the past five years and we are delighted that the partnership now focuses on our innovative social enterprise. Bowmark’s support will ensure that Fruitful continues to flourish, helping us to build an active future in the community for our students. Denise Largin,CEO, PiP