SEI - Family Office Services Business
Acquisition in 2025
SEI - Family Office Services Business provides technology and outsourced services that link and support the financial intermediaries' family office divisions' accounting, investment management, and reporting operations.
S3 Partners
Debt Financing in 2025
S3 Partners is a technology-driven financial services firm specializing in data-driven insights and analytics for investment processes, risk management, and counterparty relationships. They offer a comprehensive platform that consolidates trading and securities finance activity, providing real-time access to crucial data such as short interest and finance rates. The company's services are designed to enhance transparency, maximize potential, and ensure data integrity. They are committed to maintaining the highest standards of compliance and client care, avoiding conflicts of interest in management, ownership, and trading activities.
Scripta Insights
Series B in 2024
Scripta Insights offers a healthcare IT solution that analyzes pharmacy benefit manager transactions to identify and reduce overspending on prescription drugs. They serve self-insured employers, consultants, health plans, and members, delivering immediate savings through precise drug pricing.
Marosa
Private Equity Round in 2024
Marosa specializes in streamlining global VAT reporting and e-invoicing processes. It offers a unified software solution that caters to diverse international tax requirements, providing businesses with tax-focused data analytics, automated tax return generation, and built-in multi-country e-invoicing capabilities.
Flueid
Venture Round in 2024
Flueid automates manual title verification and insurance underwriting processes in residential real estate via data-driven solutions. Its products serve title agents, underwriters, mortgage lenders, and brokerages on a transactional or usage-based model.
Cornerstone Financing
Debt Financing in 2024
Cornerstone Financing is a financial services company that helps homeowners access and utilize their home equity for various financial planning purposes. It offers a unique, patent-pending insurance and investment funding approach, allowing clients to convert their home equity into tax-free cash, thereby enhancing their financial security and future planning.
Oka, The Carbon Insurance Company
Seed Round in 2024
Oka, The Carbon Insurance Company, aims to enhance the carbon credit market by offering insurance solutions tailored for companies and organizations involved in this sector. By focusing on establishing a more secure and transparent market, Oka seeks to promote higher-quality offset projects that yield genuine impacts on climate change. The company leverages advanced technology in earth monitoring and global environmental data, along with strategic partnerships, to assess risks and create suitable carbon credit insurance policies. This approach provides clients with security and confidence in an otherwise unregulated and opaque market, enabling them to meet sustainability objectives and transition towards net-zero emissions.
DocuPhase
Venture Round in 2024
DocuPhase is a developer of enterprise workflow automation software focused on transforming business processes to enhance efficiency and return on investment. The company offers an Enterprise Automation Platform that facilitates digital transformation, process improvement, and workflow automation. By addressing challenges such as information accessibility, cumbersome approval workflows, high transaction volumes, and compliance issues, DocuPhase helps organizations streamline operations and adapt to changing technological and business landscapes. With a commitment to delivering a superior user experience, DocuPhase aims to automate every process within an organization, ensuring clients can manage content effectively and improve overall productivity. For more information, visit docuphase.com.
PharmaForce
Acquisition in 2024
PharmaForce is a company that focuses on contract pharmacy services, offering solutions such as split billing, discount cards, and referral claim capture. It operates a third-party healthcare administration system designed to enhance 340B administration. This system automates and manages contract pharmacy programs efficiently, enabling healthcare organizations to meet their specific business needs and contract requirements effectively. By providing a fresh and economical approach to 340B management, PharmaForce aims to support healthcare providers in optimizing their operations and maximizing the benefits of their pharmacy programs.
LeaseCrunch
Private Equity Round in 2024
LeaseCrunch is a cloud-based software provider specializing in lease accounting solutions tailored for Certified Public Accountant (CPA) firms and their clients. Its platform offers accuracy, simplicity, affordability, scalability, and ease of use, aiming to simplify the new lease standard and reduce total cost of ownership.
LegalMation
Series A in 2023
LegalMation is an artificial intelligence technology company that focuses on automating routine litigation tasks for attorneys and legal professionals. Its innovative tools enable users to analyze complaints and lawsuits rapidly, extracting hundreds of data points to generate outputs such as draft answers to complaints, document requests, and interrogatories. By streamlining these processes, LegalMation allows legal practitioners at various levels to concentrate on more valuable aspects of their work, ultimately redefining how they deliver value to clients, whether as outside counsel or in-house legal advisors.
Fullsteam
Private Equity Round in 2023
Fullsteam is a software and payments company that specializes in acquiring businesses and enhancing their operations through advanced payments technology and infrastructure. The company focuses on small and mid-size enterprises across various sectors, including healthcare, field services, specialty retail, association management, and automotive industries. By providing integrated payment solutions and operational support, Fullsteam aims to drive growth and improve profitability for its portfolio companies. The firm is also actively looking to expand its reach through further acquisitions in diverse software verticals.
Smart develops software designed to provide a range of pension services, including providing its own pension scheme and developing custom enterprise software for international markets. Their goal is to transform retirement, savings, and financial well-being for people of all ages all over the world.
Tivly
Venture Round in 2022
Founded in 2009, Tivly is a business intermediary headquartered in Saint Petersburg, Florida. It specializes in facilitating commercial insurance purchases for small businesses across various sectors.
Valera Health
Venture Round in 2022
Valera Health, founded in 2015, operates a behavioral healthcare platform that integrates digital technology and data science with personalized clinical services. The company focuses on delivering comprehensive mental health care to individuals experiencing a range of conditions, from mild issues like depression to more severe disorders such as schizophrenia. By combining therapy and medication with advanced technology, Valera Health aims to provide efficient access to mental health services, particularly for hard-to-reach populations. This approach not only enhances patient outcomes but also facilitates continuous connectivity between patients and their care teams, thereby redefining the standards of high-performing mental healthcare.
Planet DDS
Private Equity Round in 2022
Planet DDS, Inc. specializes in developing and delivering cloud-based practice management software tailored for the dental industry. Its flagship product, Denticon, allows dental practices to manage operations efficiently through features such as a graphical analysis dashboard, cloud-based image storage, and advanced patient communication tools. The software also facilitates administrative tasks like insurance verifications, thereby enhancing operational efficiency. Serving over 10,000 practices across North America with more than 60,000 users, Planet DDS offers a comprehensive platform that includes solutions for dental imaging and patient relationship management. Founded in 2004 and headquartered in Costa Mesa, California, the company is dedicated to addressing the pressing challenges faced by dental practices and providing exceptional customer support services.
Distinguished Programs
Acquisition in 2022
Distinguished Programs is a provider of specialized insurance programs for brokers and agents, offering property and liability coverage across hospitality, real estate, and related sectors. Through strategic acquisitions, including NSU and the IDP joint venture with Ironshore, the company expanded into high-liability programs for hotels, resorts, casinos, restaurants, and commercial and habitational properties. The acquisition of Kinloch Holdings' hospitality umbrella program HLI in 2013 and Fulcrum Insurance Programs in 2015 further extended its portfolio for real estate, hotels, and related venues, culminating in the Distinguished Specialty platform. In addition to coverage, the company supplies claims services and focuses on delivering competitive pricing and strong service within real estate, community associations, cultural institutions, historic properties, hospitality, and dining sectors.
Engagedly
Private Equity Round in 2022
Engagedly is a developer of performance management software that focuses on enhancing employee engagement within organizations. The platform offers a range of features, including manager feedback, peer recognition, idea generation, knowledge sharing, eLearning, rewards, and objectives alignment, such as OKRs. By integrating these elements into the performance review process, Engagedly aims to redefine traditional performance appraisals and promote a motivated and aligned workforce. The comprehensive nature of the Engagedly platform allows clients to improve operational efficiency while fostering a culture of engagement and collaboration among employees.
VirtusLab
Private Equity Round in 2021
Founded in 2009, VirtusLab is a software development and consulting company based in Krakow. It specializes in web, mobile, reactive, and data processing systems, offering services such as digital transformation, nearshoring, data science engineering, cloud-native services, and frontend development to optimize business processes.
Ripe Thinking
Acquisition in 2021
Ripe Thinking is an insurtech company that specializes in providing digital insurance solutions designed to be easy to purchase and understand. The firm focuses on delivering a range of insurance products tailored to various sectors, including sports, leisure, businesses, individuals, and valuables. By leveraging technology and industry expertise, Ripe Thinking aims to simplify the insurance experience for its clients, ensuring that the offerings are straightforward and free from complicated jargon. This approach enables customers to effectively manage risks and protect against unforeseen events.
Five Sigma
Series A in 2021
Founded in 2017, Five Sigma develops a cloud-native SaaS platform for automating claims management processes in the insurance industry. Its solution uses AI/ML capabilities to simplify claims processing, improve adjuster decision-making, reduce errors and leakage, enhance compliance, and boost customer experience.
Avera eCare
Acquisition in 2021
Beginning in 1993, Avera offered eCARE Specialty Clinic services to rural, frontier and critical access hospitals that were part of the Avera Health system. Ten years later, Avera eCARE expanded to provide eCARE ICU, the first 24-hour, on-demand service that allows staff at partner facilities to connect virtually via a video and audio call for immediate assistance from board-certified providers. In addition, Avera eCARE delivered 24/7 access to a wide range of medical specialists and referrals to specialty care for a growing number of underserved populations and communities.
Then, in 2009, through a grant from The Leona M. and Harry B. Helmsley Charitable Trust, Avera eCARE launched eCARE Emergency and eCARE Pharmacy for all of Avera’s rural hospitals. Additional funding from the Helmsley Charitable Trust and other sources allowed expansion to over 200 Avera facilities across eight states and the ability to serve partners outside Avera Health. By 2012, Avera eCARE services were available for long-term care and correctional facilities.
At Avera eCARE, their telemedicine professionals work together 24/7 in the eHELM, their virtual hospital hub, also created in 2012 with the assistance of the Helmsley Charitable Trust. By staffing their central facility around the clock, their partners and patients benefit from the multidisciplinary collaboration of medical specialists within their telemedicine teams 24/7/365.
Surepoint Technologies
Acquisition in 2021
Founded in 1976, Surepoint Technologies specializes in providing comprehensive software solutions for law firms. Its cloud-based platform integrates client management, practice management, and financial management tools, empowering over 100,000 legal professionals to enhance relationships, share knowledge, and boost productivity by minimizing administrative tasks.
Wealth at Work
Private Equity Round in 2021
Wealth at Work is a leading provider of financial education and employee wealth management services in the workplace. Established in 2004, it offers advisory services covering retirement income planning, pension and investment planning, along with retirement income options. The company also provides financial wellbeing services, including helpdesk support and access to cash drawn service solutions.
PrimePay
Private Equity Round in 2021
Founded in 1986, PrimePay is a provider of integrated payroll and HR support services. It assists small businesses by ensuring compliance and offering exceptional support throughout the employee lifecycle, aiming to maximize efficiency and reduce errors.
Pledg
Venture Round in 2021
Pledg is a provider of instant financing solutions tailored for e-commerce and in-store environments. The company enables merchants to enhance their conversion rates, increase average transaction values, and foster brand loyalty by allowing customers to make purchases immediately and pay later or in installments. Pledg's platform supports an omnichannel approach, featuring easy integration and a high acceptance rate, attributed to a distinctive scoring algorithm. Its offerings include shared payment options for group purchases, installment plans ranging from two to twelve payments without risk to the merchant, and deferred payment arrangements that allow customers to try items at home before committing to payment within 15, 30, or 45 days for the items they choose to keep. Pledg has successfully partnered with over 100 large accounts, many of which generate annual revenues exceeding one billion euros.
Pledg
Debt Financing in 2021
Pledg is a provider of instant financing solutions tailored for e-commerce and in-store environments. The company enables merchants to enhance their conversion rates, increase average transaction values, and foster brand loyalty by allowing customers to make purchases immediately and pay later or in installments. Pledg's platform supports an omnichannel approach, featuring easy integration and a high acceptance rate, attributed to a distinctive scoring algorithm. Its offerings include shared payment options for group purchases, installment plans ranging from two to twelve payments without risk to the merchant, and deferred payment arrangements that allow customers to try items at home before committing to payment within 15, 30, or 45 days for the items they choose to keep. Pledg has successfully partnered with over 100 large accounts, many of which generate annual revenues exceeding one billion euros.
ERS Insurance
Private Equity Round in 2021
ERS Insurance Group is a leading provider of personal lines insurance, specializing in motor insurance services within the United Kingdom. The company offers a diverse range of coverage options for everyday vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. Additionally, ERS Insurance addresses household and personal accident insurance needs. The firm also provides underwriting, insurance broking, and outsourcing services, allowing brokers and insurers to develop tailored products that effectively meet customer requirements. With a focus on specialist risk insurance, ERS Insurance aims to create a dynamic and coherent business model in a sector that remains under-exploited by competitors.
National Medical Billing Services (NMBS)
Private Equity Round in 2021
National Medical Billing Services concentrates strictly on providing revenue cycle outsourcing services for ambulatory surgery centers and their affiliated surgeons. They are a national, award winning company as they have been recognized as a Best Place to Work by Modern Healthcare, Becker’s Healthcare and the St. Louis Post Dispatch. They have also been recognized as one of the top outsourcing companies in the world, in any industry, by the International Association of Outsourcing Professionals and published in Fortune Magazine.
SageView Advisory Group
Acquisition in 2021
SageView Advisory Group is an investment advisory firm founded in 1989 and located in Newport Beach, California. The firm specializes in investment management and consulting services, assisting companies in developing new plans and revising existing ones. SageView provides support in compliance, communication, and process development, ensuring that strategies align with sponsor objectives. Additionally, the firm creates projections related to funding, expenses, and income replacement for various plans. SageView also conducts due diligence for plan mergers and acquisitions, prepares sustainability studies, and offers analytical support for labor negotiations, making it a comprehensive resource for organizations seeking to optimize their investment and management strategies.
Quintes Holding
Private Equity Round in 2020
Quintes Holding B.V. is an independent insurance broker based in Culemborg, the Netherlands. Established in 2012, the company provides financial advice to both individuals and businesses, focusing on tailored insurance solutions. In addition to its brokerage services, Quintes Holding offers proxy plus services, enhancing its ability to meet diverse client needs in the insurance market.
Elm Street Technology
Private Equity Round in 2020
Elm Street Technology specializes in providing a comprehensive suite of real estate marketing and technology services. The company integrates multiple services into a single platform, offering agents, teams, and brokerages an efficient solution for generating new leads, managing client relationships, and enhancing client retention. By consolidating these essential tools, Elm Street Technology aims to streamline the real estate process and improve overall productivity for its clients.
Ontellus
Acquisition in 2020
Ontellus is a leading provider of record retrieval services for insurance carriers, self-insured corporations, and law firms. It leverages extensive industry experience and advanced technology to deliver comprehensive records procurement solutions, enabling clients to make informed decisions and expedite claims resolution.
CoAdvantage
Acquisition in 2019
CoAdvantage, founded in 1997 and based in the United States, specializes in providing integrated human resource outsourcing solutions for small and medium-sized businesses. The company's services encompass payroll processing, benefits administration, risk management, employee development, and compliance with government regulations. By partnering with CoAdvantage, organizations can delegate complex HR tasks to a team of experts, enabling them to concentrate on growth and productivity. CoAdvantage employs a Six Sigma-based implementation process and leverages advanced web and mobile technologies to streamline HR functions, facilitating efficient management of employee relations and operational processes.
Relation Insurance
Acquisition in 2019
Relation Insurance is a leading insurance broker offering superior risk management and benefits consulting services across the U.S. It ranks among the top 45 largest agencies by revenue and employs nearly 500 staff in over 30 locations nationwide, specializing in property casualty insurance for education, employee benefits, public entities, and transportation sectors.
ClearCourse
Private Equity Round in 2018
ClearCourse is a partnership of technology companies that specializes in providing membership software and services tailored for groups, organizations, and businesses. The firm focuses on enhancing the management and engagement of memberships through innovative solutions. ClearCourse is supported by Aquiline Capital Partners, a private equity firm based in New York and London, which invests in the financial services and technology sectors.
Aspirion Health Resources
Acquisition in 2018
Aspirion Health Resources is a technology-driven revenue cycle management company that assists hospitals and health systems in navigating complex healthcare claims and less common sources of health coverage. The firm specializes in revenue integrity, providing a comprehensive suite of solutions designed to enhance the reimbursement process for various claim types, including medical liens, medical payments, and workers' compensation. By leveraging advanced technology, Aspirion enables its clients to efficiently track the progress of claims and address their revenue recovery needs, ultimately facilitating improved financial outcomes in the healthcare sector.
RIA in a Box
Acquisition in 2018
RIA in a Box LLC is a software company established in 2005 and headquartered in New York. It specializes in providing cloud-based solutions for registered investment advisers (RIAs) across the United States. The company's primary offering is a comprehensive compliance management platform, used by approximately 2,000 RIAs, which streamlines workflows and ensures regulatory adherence. This platform includes tools for registration tracking, risk assessment, cybersecurity training, employee trade monitoring, and vendor due diligence. Additionally, RIA in a Box offers SaaS-based solutions such as CRM and billing systems to support operational efficiency.
BitPay, Inc. is a provider of enterprise-grade bitcoin payment solutions, catering to businesses and organizations. Founded in 2011 and headquartered in Alpharetta, Georgia, the company offers a range of services including a RESTful API and a bitcoin payment gateway, which facilitate secure payment processing. BitPay supports various payment protocols and provides features such as signed payment requests and direct payment communication. Additionally, the company offers Copay, a bitcoin wallet that incorporates Intel hardware security to protect users' private keys and transaction processes. BitPay Send is another service that allows organizations to pay employees, vendors, and other stakeholders using cryptocurrency. The company has established a strategic processing relationship with Aliant Payment Systems to enhance its payment solutions.
Armour Group
Private Equity Round in 2018
Armour is a leader in the P&C run-off and headquartered in Bermuda.
The business has multiple capabilities including the new re-insurer working with the established asset management and specialist servicing companies. It is a leading provider of capital and services to the global P&C run-off market. Armour specializes in the creation and implementation of run-off solutions, services and acquisitions within the global insurance and reinsurance market place.
OSG Billing Services
Acquisition in 2017
OSG Billing Services is a business technology partner that specializes in integrated customer communications solutions. The company provides a range of services, including electronic billing, invoice and statement management, as well as document printing and mailing. Additionally, OSG offers innovative marketing solutions designed to enhance client engagement and streamline communication processes. By focusing on flexibility and comprehensive service offerings, OSG aims to meet the diverse needs of its clients in an evolving marketplace.
Simply Business
Acquisition in 2016
Simply Business is the largest business insurance broker in the UK, specializing in providing tailored insurance solutions for small businesses, landlords, and shops. Based in London, the company offers a variety of flexible coverage options, including public liability insurance, allowing clients to compare quotes from leading insurers. Customers can easily purchase policies online and receive instant coverage, along with immediate access to their insurance documents. Recognized for its commitment to customer service, Simply Business has been acknowledged in The Sunday Times Best Companies list. The company focuses on helping clients manage and mitigate future risks through its comprehensive commercial insurance brokerage services.
Wellington Insurance Group
Acquisition in 2016
Wellington Insurance Group, Inc. is an insurance risk distribution and financial services organization headquartered in Fort Worth, Texas. The company operates through various subsidiaries, specializing in the underwriting of low-severity and short-tailed risks within the personal lines insurance market. With a strong focus on specialized expertise and market knowledge, Wellington provides tailored insurance solutions. Its financial service capabilities are supported by collaborations with prominent names and regulatory bodies in the insurance and reinsurance sectors, ensuring a high level of service and reliability for its clients.
Fenergo
Private Equity Round in 2015
Fenergo is a provider of client onboarding lifecycle management software for financial institutions worldwide. Its platform features a centralized master data system for client and counterparty data that enables acquisition, validation, storage, and distribution of entity information to support compliance across multiple frameworks. The suite includes Fen-Host, a cloud managed service, as well as tools for anti-money laundering and know your customer compliance, onboarding workflows, and digital client orchestration. It also offers cloud based remote account opening, digital transformation and automation solutions, and regulatory compliance management to address requirements such as FATCA, Dodd-Frank, EMIR, MiFID II, and related regional rules. The company delivers consulting, training, and delivery services and serves investment banks, capital markets firms, private banks, exchanges, central banks, and regulatory bodies. Founded in 2008 and based in Dublin, it maintains additional offices worldwide and has strategic relationships with Markit and kyc.com.
Engs Commercial Finance Company
Acquisition in 2015
Engs Commercial Finance (ECF) is a well-established lender specializing in the Truck and Trailer industry, with a history dating back to 1952. The company offers vendor finance programs tailored for dealers and manufacturers, enabling them to increase equipment sales while supporting operators in expanding their fleets. ECF has financed over $1 billion in trucks, trailers, and related transportation equipment, demonstrating its commitment to the industry through various economic cycles. In addition to equipment financing, ECF provides working capital and insurance services, benefiting sectors such as transportation, construction, and industrial. The company's strong financial position, characterized by high liquidity and a solid balance sheet, ensures reliability as a commercial finance partner. With a leadership team boasting over 100 years of combined experience, ECF remains dedicated to the growth and success of its customers.
Virtus Partners
Private Equity Round in 2015
Virtus Partners, LLC specializes in managing alternative investments for a diverse clientele that includes asset managers, banks, hedge funds, and investors globally. Established in 2005 and headquartered in Houston, Texas, with additional offices in major cities worldwide, Virtus Partners provides a comprehensive suite of services. These include structured product administration, loan agency services, fund administration, middle office solutions, and data analytics, catering to various investment vehicles such as hedge funds, private equity funds, and collateralized loan obligations. The company also offers credit research and trade order management solutions, enabling clients to optimize their investment strategies. Additionally, Virtus Partners collaborates with Citi Agency & Trust to deliver trustee functions for administrative services, ensuring a streamlined and holistic approach to investment management. As of January 2020, Virtus operates as a subsidiary of Fidelity National Information Services, Inc.
LenderLive Network
Acquisition in 2014
LenderLive Network, Inc., also known as LL Network and Mortgage Advisor Network, is a provider of mortgage outsourcing solutions focused on the needs of single-family residential mortgage lenders and servicers in the United States. Founded in 1996 and headquartered in Glendale, Colorado, the company enables its clients to outsource various aspects of the mortgage origination process, including point of sale, loan processing, underwriting, and closing. LenderLive Network also offers additional services such as loan due diligence, contract underwriting, and technology hotline solutions. Its settlement services encompass title products, appraisals, flood certificates, and document preparation systems. The company provides specialized platforms like eOriginator, allowing loan officers to manage applications and pricing, and OES, a comprehensive loan-processing application. LenderLive's diverse clientele includes banks, credit unions, investment banks, and mortgage servicers, positioning it as a versatile partner in the mortgage industry.
Beach & Associates
Acquisition in 2014
Beach & Associates Limited is an independent reinsurance brokerage firm based in Toronto, Canada, founded in 1988. The company specializes in providing a comprehensive range of reinsurance products and advisory services to address the complex needs of its clients. Its offerings include property casualty reinsurance for various sectors, such as technical risks, offshore energy, and workers' compensation, as well as corporate aggregate protection products like whole account stop loss and parametric catastrophe coverage. Beach & Associates is recognized for its ability to develop alternative reinsurance solutions tailored to specific client requirements, leveraging the expertise of its experienced senior management team. The firm also provides essential services including account management, reinsurance contract negotiation, claims assistance, and premium collection. Operating as a subsidiary of Acrisure, LLC, Beach & Associates has built a strong reputation for placing reinsurance programs that meet complex and technical business demands.
Alacrity Solutions
Acquisition in 2014
Alacrity Solutions Group, LLC, established in 1976 and headquartered in Fishers, Indiana, specializes in providing comprehensive insurance claims management services. The company offers a wide range of solutions, including loss adjusting, third-party administration, emergency response, repair and restoration, and specialty services. Alacrity caters to national and regional insurance companies, managing general agents, third-party administrators, self-insured corporations, and federal and state government clients. Its services cover property, auto, casualty, and other insurance products, with a focus on balancing claims, recovering costs, and overseeing public relations following various events. The company operates through multiple offices across the United States to provide efficient and timely services.
Tourmalet Advisors
Private Equity Round in 2013
Tourmalet Advisors, headquartered in Fairfield, Connecticut, specializes in alternative investment management services. They focus on managing distressed residential mortgage assets, including nonperforming mortgages, providing clients with strategic guidance and financial support to meet their organizational objectives.
Equity Insurance Group
Acquisition in 2013
Equity Insurance Group is a specialist motor insurer.
ERS Insurance
Acquisition in 2012
ERS Insurance Group is a leading provider of personal lines insurance, specializing in motor insurance services within the United Kingdom. The company offers a diverse range of coverage options for everyday vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. Additionally, ERS Insurance addresses household and personal accident insurance needs. The firm also provides underwriting, insurance broking, and outsourcing services, allowing brokers and insurers to develop tailored products that effectively meet customer requirements. With a focus on specialist risk insurance, ERS Insurance aims to create a dynamic and coherent business model in a sector that remains under-exploited by competitors.
First Investors Financial Services
Acquisition in 2012
First Investors Financial Services Group, Inc. is a consumer finance company based in Houston, Texas, that focuses on lending to individuals with impaired credit profiles. Established in 1988, the company specializes in originating and holding retail installment sales contracts and promissory notes secured by new and used automobiles and light trucks, primarily sourced from factory-authorized franchised dealers or refinanced directly with vehicle owners. In addition to its core lending activities, First Investors also engages in purchasing receivables through portfolio acquisitions and offers third-party servicing for unaffiliated entities. The company has been privately held since November 2012 and operates as a subsidiary of FIFS Holdings Corp.
BI-SAM Technologies
Acquisition in 2012
BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.
Clear2Pay
Private Equity Round in 2009
Clear2Pay is a payments technology company that specializes in delivering innovative solutions for electronic payments processing. The company's Open Payment Framework (OPF) provides financial institutions with the ability to enhance the efficiency of their internal payment systems while offering clients improved services characterized by speed and comprehensive payment information. Clear2Pay's OPF operates within a Service-Oriented Architecture, enabling banks to process payments through a centralized engine that utilizes a library of reusable business services across various payment types. This approach allows financial institutions to integrate new service models with existing infrastructures, ensuring the protection of previous investments while transitioning to a more modern and efficient payment environment. Additionally, Clear2Pay provides a Software Development Kit and a Bank Payment Hub, which offer tools for implementing payment solutions and managing customer interactions, order execution, and dispute processing.
TigerRisk Partners
Private Equity Round in 2009
TigerRisk Partners, LLC is a reinsurance broker and risk/capital management advisor based in Stamford, Connecticut, with additional offices in major cities including Chicago, London, and New York. Founded in 2008, the firm specializes in facilitating catastrophe reinsurance placements and developing catastrophe models for various stakeholders, such as reinsurance companies and primary insurers. The company also supports rating agencies and provides a range of services that include reinsurer pricing methodology, reinsurance design, and claims management. TigerRisk Partners focuses on innovative solutions and market knowledge to benefit both clients and reinsurance partners, leveraging a team of experienced professionals to deliver comprehensive risk management strategies.
Conning
Acquisition in 2009
Conning is a money management firm based in Hartford, Connecticut, founded in 1912. It serves institutional investors and the insurance sector by delivering investment strategies tailored to clients’ objectives and risk tolerance. The firm emphasizes a disciplined process built on fundamental analysis, risk management tools, and rigorous research to guide asset allocation and security selection. With investment centers in Asia, Europe, and North America, Conning applies a global approach while maintaining close client relationships. Assets are managed under the oversight of a board of directors, and the firm operates as a registered investment adviser.
HedgeServ
Private Equity Round in 2009
HedgeServ is a fund administrator that provides t+0 portfolio reporting, customized risk analytics, middle office services, fund accounting, investor services, regulatory and tax support, financial services, and private equity services. Headquartered in Dallas, Texas, the firm was established in 2008 and offers administrative support and investment strategies for hedge funds, funds of hedge funds, private equity funds, hybrid credit managers, managed account platforms, and other institutional investments.
BinckBank is a prominent independent online bank based in the Netherlands, specializing in financial services for investors and savers. Founded in 2000, the bank operates under the brands Binck and Alex, serving a diverse clientele that includes private customers, companies, legal entities, and independent asset managers. It provides a range of services, including trading, investing, and savings, utilizing a central European IT platform to enhance customer experience. With a strategic initiative called 'Redesign Binck,' the bank aims to expand its offerings by developing new savings products while maintaining a strong focus on customer-centric services. BinckBank has established a presence in multiple countries, including Belgium, France, Italy, and Spain. In 2019, the bank was acquired by Saxo Bank.