Maxex
Venture Round in 2023
MAXEX, LLC operates a digital mortgage exchange that facilitates the buying and selling of residential mortgage loans through a centralized clearinghouse. Based in Atlanta, Georgia, the company connects qualified mortgage lenders, including banks and non-bank institutions, with institutional investors such as Wall Street banks and real estate investment trusts. MAXEX provides a comprehensive platform that includes standardized rules, independent loan reviews, ongoing surveillance of loans and servicing, and a dispute resolution process, all aimed at ensuring efficient transactions. The platform allows participants to manage transactions at scale, enabling them to create bids and offers for individual loans and pools of loans, thereby enhancing liquidity in the mortgage market. Established in 2009, MAXEX is led by a team of mortgage experts and is supported by notable private equity and capital market investors.
Cover Genius
Series D in 2022
Cover Genius, established in 2012, operates a global insurance distribution platform that safeguards customers of e-commerce businesses. Its key products, XCover and RentalCover, deliver personalized insurance solutions in any country, language, and currency. The company's platform integrates end-to-end insurance and warranty capabilities, offers dynamic product recommendations, and optimizes pricing. Notably, it facilitates real-time claim payment, ensuring customers receive prompt protection against uncertainties. With headquarters in Sydney, Australia, Cover Genius maintains offices across North America, Europe, Asia, and the Philippines.
Proformex
Private Equity Round in 2022
Proformex, established in 2016 and based in Cleveland, Ohio, specializes in developing Software as a Service (SaaS) solutions for the life insurance industry. The company's flagship platform, Proformex, empowers insurance agents, beneficiaries, and fiduciaries to efficiently manage and monitor inforce life insurance policies. This includes tracking policy performance, identifying risks, and uncovering new sales opportunities, all while supporting regulatory compliance.
Cascadia Capital
Private Equity Round in 2022
Cascadia Capital is a boutique investment banking firm based in Seattle, Washington, founded in 1999. The firm specializes in mergers, acquisitions, corporate finance, and strategic advisory services, catering primarily to family-owned and entrepreneur-led businesses across various sectors. Its expertise spans industries such as automotive aftermarket, business services, consumer and retail, energy, applied technology, food and agribusiness, healthcare, digital health, industrials, real estate, and construction technology. Cascadia Capital's team of sector specialists offers tailored advice to meet the unique needs of clients, staying informed about market trends, risks, and opportunities, thereby positioning itself as a trusted advisor in the growth and middle-market segments.
DPL Financial Partners
Private Equity Round in 2022
DPL Financial Partners, LLC is an insurance services provider based in Louisville, Kentucky, established in 2014. The company specializes in offering low-cost, commission-free insurance solutions, catering primarily to investment advisors and insurance carriers. Its portfolio includes a range of products such as annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners focuses on delivering structured variable, deferred income, fixed index, multi-year guaranteed, and single premium annuities, along with life settlements. By providing these advisory services, the company aims to enhance the efficiency of its clients and maximize their benefits.
MarshBerry Capital
Private Equity Round in 2022
MarshBerry is a specialized management consulting and investment banking firm based in Woodmere, Ohio, established in 1981. The company focuses on serving the insurance distribution and wealth management sectors, offering a wide range of services tailored to insurance organizations, financial services providers, lending institutions, and trade associations. MarshBerry's expertise includes mergers and acquisitions advisory, debt and equity capital raising, financial consulting, market intelligence, and benchmarking. Additionally, the firm provides organic growth consulting, executive peer exchange opportunities, and platform aggregation services, catering to clients such as insurance agents, brokers, specialty distributors, private equity firms, and wealth management firms.
DPL Financial Partners
Private Equity Round in 2021
DPL Financial Partners, LLC is an insurance services provider based in Louisville, Kentucky, established in 2014. The company specializes in offering low-cost, commission-free insurance solutions, catering primarily to investment advisors and insurance carriers. Its portfolio includes a range of products such as annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners focuses on delivering structured variable, deferred income, fixed index, multi-year guaranteed, and single premium annuities, along with life settlements. By providing these advisory services, the company aims to enhance the efficiency of its clients and maximize their benefits.
Ascensus
Secondary Market in 2019
Ascensus is a provider of comprehensive retirement plan solutions and tax-advantaged savings plans. As a division of Crump Group, Inc., it serves various segments of the retirement market, managing nearly 27,000 defined contribution plans across micro to large markets and administering over 1.5 million Individual Retirement Accounts (IRAs). The company partners with financial institutions, asset managers, banks, credit unions, state governments, and employers to offer tailored applications that address financial responsibilities related to college education, healthcare, training, and retirement savings. Ascensus is committed to delivering high-quality services that support the financial well-being of its clients and their customers.
Kepler Cheuvreux
Private Equity Round in 2018
Kepler Cheuvreux is an independent European financial services firm headquartered in Paris, France. Established in 1997, the company specializes in providing advisory services and intermediation for the investment management industry. Its offerings include equity capital markets, institutional sales, fixed-income credit research, derivatives capital, and corporate finance. Through its comprehensive range of services, Kepler Cheuvreux supports clients in navigating complex financial landscapes and making informed investment decisions.
Talcott Resolution Life
Private Equity Round in 2018
Talcott Resolution Life Insurance Company, established in 1996 and headquartered in Windsor, Connecticut, specializes in providing insurance and investment products, primarily focusing on life insurance and annuities. With over $90 billion in liabilities and surplus, the company serves approximately 900,000 customers, including nearly 600,000 annuity contract holders. Talcott Resolution's business model revolves around the run-off operations of annuity, institutional, and private-placement life insurance businesses, leveraging the depth and breadth of its experienced team's expertise and a legacy of financial stability and prudent risk management.
Illimity Bank
Private Equity Round in 2018
Illimity Bank, founded in 2018 and headquartered in Milan, Italy, is a commercial bank that delivers digital direct banking services to both retail and business clients. The bank specializes in providing corporate credit, managing non-performing loan (NPL) portfolios, and offering financing solutions specifically tailored for small and medium-sized enterprises (SMEs). Additionally, Illimity Bank engages in investment banking activities, including the establishment and management of investment funds and facilitating initial public offerings. With a focus on addressing the challenges posed by distressed credit and the increasing prevalence of bad loans, Illimity Bank aims to support its clients through innovative financial solutions.
Panmure Gordon
Acquisition in 2017
Panmure Gordon, founded in 1876, is a leading independent M&A and corporate advisory firm focused on the UK small & mid-market. With a commitment to integrity and excellence, they serve over 150 UK companies and 400 institutional investors, offering tailored services in corporate advisory, market intelligence, investor relations, and capital markets views. Their extensive research coverage spans 500 companies across various industry sectors and geographies. As a trusted advisor to both established and growth companies, Panmure Gordon provides deep knowledge of the London markets, delivering relationship-led and outcomes-driven solutions. With a history of corporate and institutional investment banking services, including financial advisory, IPOs, mergers and acquisitions, and investment funds, Panmure Gordon is dedicated to providing integrated financing solutions to their clients.
Somerset Reinsurance
Private Equity Round in 2016
Somerset Reinsurance Ltd. offers tailored risk management solutions primarily for the life insurance and annuity sectors. Established in 2014 and headquartered in Pembroke, Bermuda, with a branch in Zurich, Switzerland, the company focuses on interest-sensitive and capital-intensive lines of business. Somerset Reinsurance provides a range of reinsurance solutions, including those for interest-sensitive life insurance, corporate-owned and bank-owned life insurance (COLI/BOLI), indexed life insurance, and various annuity products, such as fixed deferred, immediate, and multi-year guarantee annuities. By customizing its reinsurance programs, Somerset Re aims to help clients effectively deploy capital, enhance long-term performance, and support new business growth.
South Street Securities
Private Equity Round in 2016
South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.
South Street Securities
Private Equity Round in 2015
South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.
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