Foresight Group , a leading listed private equity and infrastructure investment manager, is pleased to announce the completion of a significant investment in Montpellier Legal, a rapidly growing and tech-enabled conveyancing law firm headquartered in Cheltenham.
Founded in 2021, Montpellier Legal has quickly established itself as a leading provider of conveyancing services, combining technology with the expertise of experienced lawyers to deliver a seamless, customer-focused experience. The firm has achieved impressive growth since its inception, now operating across Bath, Cheltenham, Cirencester, Gloucester, London, Stroud, and Worcester. The investment values the business at over £20 million.
The investment, made through the Foresight South West Fund, will support Montpellier Legal’s continued expansion, including the opening of new offices across the South West. This growth will create further opportunities for existing employees and new hires, boosting job prospects within the local communities where Montpellier operates.
Montpellier Legal will continue to be led by its experienced management team:
- Simon Thomas, Chief Executive Officer
- Lucy Batten, Chief Risk and Operations Officer
- Nick Ponting, Chief Operating Officer
To strengthen the leadership team, Tom Hartley has joined as Non-Executive Chair, bringing significant experience in scaling and exiting professional services firms. A Chief Financial Officer is also being recruited to further enhance the senior management team.
Supporting regional business growth
The Foresight South West Fund supports ambitious businesses across the region, providing flexible, long-term capital and strategic guidance to help them achieve their growth potential. The Fund is designed to be evergreen, creating a sustainable pool of capital to help small and medium-sized enterprises plan for the future with confidence.
Simon Thomas, CEO of Montpellier Legal, said: “We are really excited to partner with Foresight as we enter the next stage of Montpellier Legal’s journey. Foresight’s proven experience in backing ambitious, fast-growing businesses will enable us to accelerate our expansion while continuing to deliver the first-class service our clients and introducer partners have come to expect.”
Amy Crofton, Managing Director at Foresight Group, added:
“This is our second investment from the Foresight South West Fund, and we are delighted to support such an experienced team in a high-quality business. Montpellier Legal’s commitment to service excellence aligns perfectly with our investment philosophy, and we look forward to supporting their continued growth and success.”
Foresight’s regional commitment
Foresight provides equity and debt funding to support growing businesses across the UK. Earlier this year, it expanded its regional presence with new offices in Bristol and Exeter, following the final close of its £100 million evergreen South West Fund, and opened an additional office in Sheffield to manage the South Yorkshire Growth Equity Fund.
Like its funds in the North West, Yorkshire, North East, Scotland, and East of England, the South West and South Yorkshire funds are backed by local government pension funds, reinforcing Foresight’s commitment to supporting regional economic growth, job creation, and long-term prosperity.
