Asset ManagerRIA · CRD 161989SEC-RegisteredPrivate Fund Adviser

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Scottish Equity Partners

Scottish Equity Partners is a SEC-registered investment adviser based in Glasgow, Scotland, established in 2018. The firm advises on investment strategies.

Scottish Equity Partners logo

Scottish Equity Partners

Scottish Equity Partners is a SEC-registered investment adviser based in Glasgow, Scotland, established in 2018. The firm advises on investment strategies. It is registered with the SEC.

General information

Firm type

Generalist

Year founded

2000

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

Glasgow, Scotland

Corporate office

London, United Kingdom

Additional offices

Glasgow, United Kingdom

Principals

Calum Paterson

Chairman & Senior Partner

Angus Conroy

Managing Partner

Keith Davidson

Managing Partner

Sector focus

Enterprise SoftwareAI/MLFinTechCybersecurityInsurTechDigital HealthIndustrial TechRegTechLegalTechClimateTech

Frequently asked questions

Who runs investment decisions at Scottish Equity Partners?

Investment decisions are made by the partnership group led by Chairman and Senior Partner Calum Paterson and Managing Partners Angus Conroy and Keith Davidson. Director Martin Brennan heads deal origination, giving the firm a dedicated sourcing function within its 16-person investment team.

Is SEP a family office or an institutional asset manager?

SEP is an asset manager that raises capital from institutional limited partners, not a single-family office. It operates as a conventional growth-equity firm with a fund structure, deploying capital across multiple vehicles rather than managing proprietary family wealth.

How does SEP source enterprise technology deals?

SEP employs a dedicated Head of Deal Origination, Martin Brennan, to lead sourcing alongside the broader investment team. The firm's 25-year presence in UK and European enterprise technology has built a network that includes repeat founders, industry advisors, and corporate relationships within large-enterprise procurement ecosystems.

Does SEP invest outside the UK and Europe?

SEP's stated geographic focus is the UK and Europe. Its London and Glasgow offices anchor the firm's sourcing, and portfolio companies primarily serve enterprise customers in these regions, though some may have global operations.

What investment stages does SEP target?

SEP targets expansion-stage, late-stage, and management-buyout opportunities in enterprise technology. The firm seeks companies that have achieved product-market fit and face the specific challenges of selling into large organisations — procurement hurdles, security reviews, and long implementation cycles — rather than early-stage venture risk.

Which sectors does SEP avoid?

SEP concentrates on enterprise technology and does not list consumer internet, direct-to-consumer, or non-tech sectors among its focus areas. The portfolio is exclusively B2B, with companies that sell software, AI, data, or compliance tools to large organisations.

How is SEP's sustainability practice structured?

SEP publishes an annual sustainability report that covers environmental, social, and governance activities at the firm and portfolio level. The report is a public document released on the firm's website, but SEP does not describe a separate philanthropic foundation or impact-investing vehicle.

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