Invoice Finance Monthly Report March 2024

Invoice Finance Charges Analysis – March 2024

Analysis of new invoice finance debentures registered at Companies House for March 2024. RBS Invoice Finance activity in 2023 created a noticeable distortion in the headline figures. Excluding RBS, the adjusted decrease was 6.7%, although overall Q1 2024 remained ahead of 2023.

Published: April 2024 | Source: Companies House | Contains public sector information licensed under the Open Government Licence v3.0

Mar 2024 Total

429

new IF charges

Cumulative Q1

1,196

Jan–Mar 2024

Specialist YTD

179

vs 95 in Q1 2023

Record Month

Bibby

& Zodeq – record activity

Summary

March 2024 saw 429 new IF charges registered at Companies House. The headline comparison shows a decline versus March 2023 (506), but this is heavily distorted by elevated RBS activity in the prior year. Excluding RBS, the adjusted decrease was 6.7%.

Despite the headline decline, Q1 2024 as a whole remained ahead of Q1 2023 when adjusting for RBS. Bibby Finance and Zodeq both recorded record months. Specialist providers collectively posted 64 new charges for the month, compared to 35 in March 2023. New lenders Upstream Working Capital and Invoice Exchange were added to the dataset.

Key Insights

  • Record months for Bibby Finance and Zodeq in March 2024.
  • Specialist providers posted 64 charges in March, up from 35 in March 2023 (+83%).
  • Specialised construction rose 35% year on year with 42 cumulative charges.
  • Q1 2024 ahead of Q1 2023 on an adjusted basis (excluding RBS).
  • New lenders added: Upstream Working Capital and Invoice Exchange.

Sector Analysis – Cumulative to March 2024

Cumulative Q1 2024 sector breakdown. Specialised construction led growth at +35%. This analysis excludes RBS Invoice Finance.

Cumulative to March 2024 – new IF charges by borrower sector
Sector 2022 2023 2024 Var. %
Employment activities806663-3-5%
Wholesale trade323937-2-5%
Specialised construction333142+1135%
Transportation234124-17-41%
Office admin & business support171420+643%
Financial services (excl. insurance)14159-6-40%
Fabricated metal products171116+545%
Human health activities6915+667%
Construction of buildings749+5125%
Technology & software11104-6-60%
Building & landscape services11148-6-43%

Lender Analysis

Banks and larger independents experienced a continued reduction in activity. Specialists delivered very strong Q1 results with cumulative charges of 179 vs 95 in Q1 2023.

Banks

Bank lender IF charges – March 2024
Lender 2022 2023 2024 Var.
RBS Invoice Finance217123-48
Lloyds Commercial Finance403934-5
HSBC Invoice Finance272120-1
SME Invoice Finance121010
Arbuthnot Latham310-1
Investec Capital646+2
Total – Banks10914693-53

Large Independents

Large independent lender IF charges – March 2024
Lender 2022 2023 2024 Var.
Bibby Finance726978+9
eCapital Commercial Finance375033-17
Close Brothers262620-6
Novuna151827+9
Skipton Business Finance172811-17
Cynergy Business Finance14128-4
Time Finance10108-2
Ultimate Finance15126-6
Kriya7180-18
Total – Large Independent232252207-45

Mid-tier Independents

Mid-tier independent lender IF charges – March 2024
Lender 2022 2023 2024 Var.
Apollo Business Finance9179-8
Optimum SME Finance81011+1
4SYTE315+4
Paragon Business Finance6109-1
Sallyport Commercial Finance002+2
Secure Trust Bank634+1
Total – Mid-tier526557-8

Specialists

Specialist lender IF charges – March 2024
Lender 2022 2023 2024 Var.
Zodeq2725+18
Sonovate4817+9
Team Factors9119-2
Quba Solutions1177
Liquid Link326+4
Giant Finance320-2
Total – Specialist293564+29

Access the Full Report

Want the complete analysis including detailed sector breakdowns, regional data, and full lender tables? Get in touch with the Spark team.

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Methodology

This analysis uses AI-driven classification to identify invoice finance charges registered at Companies House. Charges are matched based on the charge-holder name or a combination of the name and the nature of the charge description.

For some lenders (e.g. Barclays, Santander), it is not feasible to produce a strong enough pattern to reliably match charges to invoice finance. Where a group of companies has a charge, this is counted as one event. Multiple charges registered by the same company within the reporting period are not counted separately. Refactors are based on IF charges where a previous IF charge was satisfied within 100 days of the new charge or was left open.

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