Aquiline Capital Partners is a private equity firm established in 2005 and headquartered in New York, New York. The firm specializes in making investments in the financial services sector, focusing on risk-bearing and service enterprises. Its investment interests encompass a range of areas, including property and casualty insurance, banking, finance, securities, asset management, life insurance, financial technology, and transaction processing. Aquiline Capital Partners aims to target companies within business services, information technology, fintech, insurtech, enterprise technology, and software, primarily across North America and Europe. As a Registered Investment Adviser, the firm is committed to fostering growth and innovation within its portfolio companies.
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
A cornerstone principle of their business has been never to repurpose data. They will never pursue supplementary income streams that could harm their clients. They work in an industry that is rife with competition and demands discretion of the positions held in their care. It is in their DNA to be mindful of the risk of harnessing information. They actively avoid conflicts in management, ownership, personal trading, and product development. They carefully govern all of their actions to ensure compliance with each rule that may apply, and to handle the portfolios of their clients with the utmost care.
Scripta Insights
Series B in 2024
Scripta Insights offers a healthcare IT solution focused on reducing pharmacy benefit costs for self-insured employers and their members. The company has developed a cloud-based platform that analyzes pharmacy benefit manager (PBM) transactions and continuously monitors spending related to pharmacy benefits. This enables users, including employers, consultants, third-party administrators, and health plans, to identify areas of unnecessary overspending and achieve significant savings on medication costs. By providing insights and tools to evaluate PBM contracts and optimize pharmacy benefits, Scripta Insights supports cost control and financial efficiency in healthcare.
Marosa
Private Equity Round in 2024
Marosa automates VAT reporting and e-invoicing requirements globally. With a one-stop software for all countries, businesses benefit from tax minded data analytics, automatic generation of tax returns and a built-in solution for multi-country e-invoicing.
Flueid
Venture Round in 2024
Flueid is an enterprise software company that specializes in providing technology solutions for the residential real estate industry. The company focuses on automating the traditionally manual and time-consuming processes of title verification and title insurance underwriting through advanced data and analytics. Flueid's offerings are designed for various stakeholders in the real estate sector, including title agents, title underwriters, mortgage lenders, servicers, and real estate brokerages, and are available on a transactional or usage-based model. By facilitating the adoption of its technologies, Flueid aims to establish its verification service, VOT™, as a standard across the real estate lifecycle, ultimately enhancing transaction efficiency from initiation to completion.
Cornerstone Financing
Debt Financing in 2024
Cornerstone Financing facilitates homeowners to use their home equity to plan for a better financial future.
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 lease accounting software designed specifically for CPA firms and their clients. The company focuses on delivering an easy-to-use and affordable solution that simplifies the complexities of lease accounting. Its software incorporates integrated validation checks to ensure accuracy and reduce errors. By streamlining the processes of transitioning, accounting for, and maintaining leases, LeaseCrunch enables firms to comply with new lease accounting standards efficiently. The platform is scalable, making it suitable for firms of various sizes, and aims to lower the total cost of ownership for its users.
LegalMation
Series A in 2023
LegalMation is an artificial intelligence technology company that offers innovative tools designed to assist attorneys and legal professionals in automating routine litigation tasks. By providing a platform that quickly analyzes complaints and lawsuits, LegalMation extracts extensive data points, enabling the generation of quality draft answers, document requests, and interrogatories. This automation allows legal practitioners to redirect their focus toward more valuable aspects of their work, enhancing the overall efficiency and effectiveness of legal services. The company's solutions aim to transform how legal professionals deliver value, whether serving as outside counsel or in-house 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
Series E in 2023
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
Tivly, established in 2009 in Norman, Oklahoma, simplifies the process of obtaining commercial insurance for small business owners. The company specializes in connecting businesses with preferred insurance providers, offering a range of coverage options including general liability, commercial property, business owner policies, workers' compensation, and professional liability insurance. By leveraging marketing and insurance technology, along with live customer support, Tivly aims to enhance operational efficiency for its commercial clients, helping them maximize conversions and drive revenue growth.
Valera Health
Venture Round in 2022
Valera Health, established in 2015, operates a behavioral healthcare platform focused on delivering personalized mental health services to individuals with a range of conditions from mild to severe, including depression and schizophrenia. The company integrates digital technology and data science with traditional clinical services to enhance patient outcomes and address the needs of hard-to-reach populations. By providing a comprehensive approach that combines therapy, medication, and continuous connectivity with care teams, Valera Health aims to offer efficient mental healthcare solutions, particularly for employers seeking to improve access to mental health support for their employees.
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 aimed at brokers and agents, focusing on property and liability coverage in various sectors, including real estate, hospitality, restaurants, community associations, and cultural institutions. The company has expanded its portfolio through strategic acquisitions, such as the purchase of NSU, a program manager in the hospitality sector, and the hospitality umbrella program of Kinloch Holdings. Distinguished also acquired Fulcrum Insurance Programs, enhancing its offerings in hotels and commercial real estate. The combined operations of these acquisitions form Distinguished Specialty, which emphasizes high liability limits for commercial and habitational real estate, hotels, resorts, casinos, and restaurants. In addition to insurance programs, Distinguished Programs provides claims services, ensuring clients receive comprehensive coverage and attentive support.
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.
Virtus Lab
Private Equity Round in 2021
VirtusLab is a software development and consulting company founded in 2009, headquartered in Krakow, Malopolskie. The firm specializes in web, mobile, reactive, and data processing systems, offering a range of services that include digital transformation, nearshoring, data science and engineering, cloud-native solutions, and frontend development. By focusing on optimizing business processes, VirtusLab assists clients in implementing data-driven project and product management strategies, enabling them to achieve measurable goals and tangible results.
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
Five Sigma LTD. is a software company based in Tel Aviv-Yafo, Israel, that specializes in automating the claims management process for the insurance industry through its cloud-based platform. Founded in 2017, Five Sigma offers a data-driven Claims Management Solution that incorporates artificial intelligence and machine learning capabilities. This platform streamlines claims processing by implementing automated workflows and utilizing data modeling to provide insightful recommendations, enhancing decision-making for insurance adjusters and minimizing errors. The solution is utilized by various entities within the insurance sector, including leading insurance carriers, Insurtech firms, third-party administrators, and self-insured organizations, to modernize their claims operations, reduce claims leakage, ensure compliance, and enhance overall 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
SurePoint Technologies is a provider of financial and practice management software specifically designed for law firms across the United States. Founded in 1976 and headquartered in Cincinnati, Ohio, the company offers a robust cloud platform that integrates client management, practice management, and financial management functionalities. This comprehensive solution enhances workflow and maximizes financial performance, allowing law firms to improve their profitability. With a community of over 100,000 members, SurePoint is dedicated to transforming the legal industry by alleviating administrative burdens on lawyers, enabling them to concentrate more on their clients and legal practices. The software includes modern management tools such as payment processing, mobile timekeeping, business intelligence, and real-time reporting, facilitating a significant shift in how law firms operate.
Wealth at Work
Private Equity Round in 2021
Wealth at Work Limited specializes in providing financial education and employee wealth management services in the workplace, catering to a diverse clientele that includes both large companies and small to medium enterprises. The company's offerings encompass a range of services, including pension changes, financial wellbeing support, retirement income advice, and investment planning. Wealth at Work also provides resources such as financial education, online support tools, helpdesk assistance, and regulated advice, ensuring that employees can make informed decisions regarding their financial futures. Established in 2004 and based in Liverpool, United Kingdom, Wealth at Work was formerly known as JPMorgan Invest (UK) Limited before rebranding in 2009. The company is recognized for its commitment to enhancing employee engagement and understanding of personal finance.
PrimePay
Private Equity Round in 2021
PrimePay is a provider of employee management solutions focusing on payroll and human resources support services tailored for small businesses. Established in 1986 and headquartered in West Chester, Pennsylvania, the company offers a comprehensive range of services, including payroll processing, payroll tax filing, workforce management, and benefits administration. PrimePay aims to streamline the employee lifecycle by reducing errors, mitigating risks, and ensuring compliance, allowing businesses to concentrate on their core operations. The company's integrated approach is designed to create efficiencies and provide customized solutions that evolve with the growth of its clients.
Pledg
Venture Round in 2021
Pledg is a provider of instant financing solutions for e-commerce and in-store transactions, designed to enhance the purchasing experience for both consumers and merchants. The platform enables private and professional buyers to make purchases immediately while opting for deferred or installment payments, allowing them to pay later or in multiple installments. This approach helps merchants boost their conversion rates, increase average basket sizes, and foster brand loyalty. Pledg's offerings include shared payment options for group purchases, installment plans ranging from two to twelve payments, and deferred payment arrangements that let customers try items at home before committing to payment. The integration of Pledg's services is straightforward, and its unique scoring algorithm contributes to a high acceptance rate. The company has already established partnerships with over 100 large accounts, many of which generate over €1 billion in turnover.
Pledg
Debt Financing in 2021
Pledg is a provider of instant financing solutions for e-commerce and in-store transactions, designed to enhance the purchasing experience for both consumers and merchants. The platform enables private and professional buyers to make purchases immediately while opting for deferred or installment payments, allowing them to pay later or in multiple installments. This approach helps merchants boost their conversion rates, increase average basket sizes, and foster brand loyalty. Pledg's offerings include shared payment options for group purchases, installment plans ranging from two to twelve payments, and deferred payment arrangements that let customers try items at home before committing to payment. The integration of Pledg's services is straightforward, and its unique scoring algorithm contributes to a high acceptance rate. The company has already established partnerships with over 100 large accounts, many of which generate over €1 billion in turnover.
ERS Insurance
Private Equity Round in 2021
ERS Insurance Group is a prominent provider of personal lines insurance, specializing in motor insurance services in the United Kingdom. The company caters to a diverse range of vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. In addition to motor insurance, ERS Insurance offers coverage for households and personal accidents. The firm also supports brokers and insurers by providing underwriting, insurance broking, and outsourcing services, allowing them to create tailored products that effectively meet customer needs. With a focus on specialist risk insurance, ERS Insurance aims to fill a gap in a market that has been 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. Founded in 2012, the company provides financial advice to both individuals and businesses, alongside offering proxy plus services. Quintes Holding is dedicated to delivering tailored insurance solutions that meet the diverse needs of its clients.
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 and data intelligence services, specializing in supporting insurance carriers, self-insured corporations, and law firms. The company utilizes advanced technology and extensive industry experience to procure essential records, including medical, billing, wage and employment, social security, and pharmaceutical documents, as well as diagnostic imaging files. By streamlining the records retrieval process, Ontellus enables its clients to reduce costs, enhance decision-making, and expedite claims resolution. As the largest privately-held provider in the nation, Ontellus is committed to delivering efficient, client-focused services with industry-leading turnaround times.
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 that specializes in risk management and benefits consulting services across the United States. Recognized as one of the top 45 largest agencies by revenue, the company operates through a network of brands and employs nearly 500 professionals in over 30 locations nationwide. Relation Insurance provides a comprehensive range of property and casualty insurance services tailored for various sectors, including education, public entities, employee benefits, and transportation. By offering products such as casualty, property, personal lines, employee benefits, and retirement plans, Relation Insurance assists clients in effectively managing and planning for potential risks. The company's commitment lies in delivering appropriate insurance solutions to meet the diverse needs of both current and future clients.
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
Series B in 2018
BitPay, Inc. is a company that specializes in providing enterprise-grade bitcoin payment solutions tailored for businesses and organizations. Founded in 2011 and headquartered in Alpharetta, Georgia, BitPay offers a range of services including a RESTful API and a bitcoin payment gateway API, which facilitate secure payment processing. The company also supports native payment protocols, signed payment requests, and direct payment communication. Additionally, BitPay provides Copay, a bitcoin wallet solution that integrates Intel hardware security for enhanced protection of private keys and transaction signing. Its BitPay Send service enables organizations to pay employees, vendors, and contractors using cryptocurrency. The company has established a strategic processing relationship with Aliant Payment Systems to further enhance its offerings in the blockchain payments technology sector.
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 a leading commercial insurance broker based in London, specializing in providing tailored insurance solutions for small businesses, landlords, and shops. As the largest business insurance broker in the UK, it offers a variety of flexible coverage options, including public liability insurance, allowing clients to compare quotes from top insurers. The company facilitates an efficient online purchasing process, enabling instant coverage and easy access to policy documents. Recognized for its commitment to customer service, Simply Business has received accolades such as The Sunday Times Best Companies award in 2015. With a focus on helping businesses hedge against future risks, it combines traditional brokerage services with modern online capabilities.
Wellington Insurance Group
Acquisition in 2016
Wellington Insurance Group, Inc., headquartered in Fort Worth, Texas, operates as an insurance risk distribution and financial services organization. Through its various subsidiaries, the company provides a range of insurance services, focusing on specialty personal lines characterized by low-severity and short-tailed risks. Wellington's specialized underwriting expertise and market knowledge support its risk distribution business, while its financial service capabilities are backed by prominent names and regulatory bodies within the insurance and reinsurance sectors, allowing for tailored service solutions.
Fenergo
Private Equity Round in 2015
Fenergo Ltd is a provider of regulatory onboarding and client lifecycle management software solutions for financial institutions worldwide. Established in 2008 and based in Dublin, Ireland, the company specializes in client and counterparty data management, offering a centralized master data system that enables financial entities to acquire, validate, and manage legal entity data across various jurisdictions. Fenergo’s solutions encompass anti-money laundering (AML) and know your customer (KYC) compliance, as well as client onboarding and lifecycle management, facilitating efficient processes for both new and existing clients. Its offerings include cloud-based services such as digital remote account opening, regulatory compliance management, and a suite of client lifecycle management tools. Fenergo serves a diverse clientele, including investment banks, capital markets firms, and regulatory bodies. The company has garnered recognition in the industry, including accolades from Chartis Research for its innovative solutions in risk and compliance technology. In addition to its headquarters, Fenergo maintains offices in key global financial centers, enhancing its ability to support clients across multiple regions.
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 intermediary based in Toronto, Canada, specializing in providing comprehensive reinsurance brokerage services. Founded in 1988, the company offers a range of property and casualty reinsurance products, including technical risks, energy-related exposures, and various liability coverages. Beach is known for its ability to create alternative reinsurance solutions tailored to meet the unique needs of its clients, particularly in complex and technical markets. The firm also provides corporate aggregate protection products, such as catastrophe retrocessional coverage and parametric catastrophe solutions. In addition to reinsurance services, Beach offers account management, contract negotiation, claims support, and analytical services to help clients manage their portfolios effectively. As a subsidiary of Acrisure, LLC since 2018, Beach continues to leverage the expertise of its senior management team to deliver optimal reinsurance programs in the marketplace.
Alacrity Solutions
Acquisition in 2014
Alacrity Solutions Group, LLC is a leading provider of insurance claims, repairs, and recovery services tailored for the insurance industry. Founded in 1976 and headquartered in Fishers, Indiana, the company specializes in claims management solutions, including loss adjusting, third-party administration, supplemental staffing, and desk and file reviews. It also offers a variety of network solutions encompassing mitigation, emergency response, repair and restoration, and specialty services. Alacrity Solutions caters to diverse markets, providing services for residential, automotive, commercial, flood, and environmental insurance products. The company operates multiple offices across several states, ensuring a broad geographic reach to support its clients effectively. Alacrity Solutions was formerly known as Worley Claims Services and rebranded in March 2020.
Tourmalet Advisors
Private Equity Round in 2013
Tourmalet Advisors is a Fairfield, Connecticut-based firm specializing in alternative investment management. The company provides services related to managing, investing in, structuring, and trading distressed residential mortgage assets. In addition to these services, Tourmalet Advisors operates a hedge fund that specifically targets nonperforming mortgages. Through its expertise, the firm aims to offer financial support and strategic solutions to help clients achieve their organizational goals.
Equity Insurance Group
Acquisition in 2013
Equity Insurance Group is a specialist motor insurer.
ERS Insurance
Acquisition in 2012
ERS Insurance Group is a prominent provider of personal lines insurance, specializing in motor insurance services in the United Kingdom. The company caters to a diverse range of vehicles, including private and classic cars, vans, motorcycles, taxis, and agricultural vehicles. In addition to motor insurance, ERS Insurance offers coverage for households and personal accidents. The firm also supports brokers and insurers by providing underwriting, insurance broking, and outsourcing services, allowing them to create tailored products that effectively meet customer needs. With a focus on specialist risk insurance, ERS Insurance aims to fill a gap in a market that has been 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, specializing in lending to consumers with impaired credit profiles. The company focuses on originating and holding retail installment sales contracts and promissory notes receivable, primarily secured by new and used automobiles and light trucks. These transactions typically arise from sales by factory-authorized franchised dealers or through refinancing options for vehicle owners. Additionally, First Investors Financial Services acquires receivables through portfolio acquisitions and provides servicing for third-party entities. Founded in 1988, the company operates as a subsidiary of FIFS Holdings Corp. after being taken private in 2012.
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 electronic payment services. Its Open Payment Framework (OPF) allows financial institutions to enhance their internal payments processing efficiencies while offering clients faster payment services enriched with detailed information. This framework operates on a Service-Oriented Architecture (SOA), enabling banks to utilize a centralized payments engine with a library of reusable business services applicable across all payment types. By integrating new service models with existing infrastructures, Clear2Pay helps banks protect their previous investments and transition to a more modern and efficient payments environment. Additionally, the company provides a Software Development Kit and a Bank Payment Hub, which facilitates customer interaction, order management, and payment execution, along with services for dispute and exception processing.
TigerRisk Partners
Private Equity Round in 2009
TigerRisk Partners LLC operates as a reinsurance broker and risk management advisor, specializing in catastrophe reinsurance placements and the development of catastrophe models for various stakeholders, including reinsurance companies and rating agencies. The firm offers a comprehensive suite of services that includes pricing methodology, reinsurance design, placement strategies, electronic settlement, and claims management. Established in 2008 and headquartered in Stamford, Connecticut, TigerRisk has expanded its presence with additional offices in cities such as Chicago, London, New York, and Hamilton. The company emphasizes innovative analytical solutions and deep market knowledge, aiming to challenge conventional practices in the industry. Its team comprises experienced professionals dedicated to providing creative and effective financial solutions tailored to the needs of its clients.
Conning
Acquisition in 2009
Conning & Company, founded in Hartford, Connecticut in 1912, is a money management firm that specializes in the insurance industry and equity markets. The firm is known for developing customized investment strategies tailored to the unique objectives, requirements, and risk tolerances of its clients, which include major institutional investors and insurance company management. Conning employs a disciplined investment process grounded in fundamental analysis, leveraging its risk management tools to create effective solutions. With investment centers in Asia, Europe, and North America, Conning operates as a Registered Investment Adviser, managed by a board of directors.
HedgeServ Holdings
Private Equity Round in 2009
HedgeServ is a provider of fund administration services tailored for fund managers. The company specializes in a comprehensive suite of offerings, including T+0 portfolio reporting, customized risk analytics, middle office services, fund accounting, investor services, regulatory and tax support, as well as private equity services. By delivering these services, HedgeServ helps clients mitigate risks and enhance operational efficiency in fund management.
BinckBank
Post in 2008
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.
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