Capital Z has developed a reputation for executing creative and innovative transactions, and for partnering with high-quality management teams. As a result, Capital Z has produced a successful long-term track record investing across the full spectrum of the financial services industry, including insurance, reinsurance, life and health insurance, banking, specialty finance, asset management and related services businesses. Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested approximately $3 billion in over 40 transactions. Capital Z was a pioneer in the financial services private equity industry, executing the first ever leveraged buyout in the sector - the acquisition of National Re in 1990. Since then, its creativity and industry knowledge of the industry have allowed the Capital Z team to complete many other first-of-a-kind transactions, including: First provision of corporate capital to Lloyds First insurance industry sponsored spin-off First sponsored demutualization of UK-based insurer First simultaneous startup and IPO on the NASDAQ First simultaneous startup and IPO of a financial services company on the AIM exchange
Fidelis Insurance is a property and casualty (re)insurance start up. The company offering effective, bespoke coverage within specialist lines providing significant capacity with a strong balance sheet.
Prestige Insurance provides standard and nonstandard insurance products.
Portfolio Group
Acquisition in 2016
Founded in 1990, Lake Forest, California based Portfolio Group provides its more than 900 dealer clients management of all facets of dealers’ aftermarket, extended warranty and vehicle service contract programs, including establishing and administering dealer-owned risk transfer and reinsurance companies.
Fidelis Insurance is a property and casualty (re)insurance start up. The company offering effective, bespoke coverage within specialist lines providing significant capacity with a strong balance sheet.
one of the fastest growing providers of alternative small business financing in America. In 2015, we were acquired by Capital Z Partners, a leading specialty finance private equity group that has invested over 3 billion dollars over the last 25 years. Our vision is to provide the best financing to the underbanked, while we provide ISOs and other origination channels with the best service, efficiency, support and integrity.
Minova Insurance is a London-based insurance holding company that invests in the development of quality businesses in the global insurance market by empowering positive teams to maximize their entrepreneurial potential. The company offers a range of insurance brokerage and reinsurance services. It markets its products and services across a wide variety of classes, including property, casualty, and marine. Capital Z operates as one of the company’s main partners. It was founded in 1980.
Sherpa develops an extensible, data-driven streaming video platform for the enterprise. With enterprise video now pervasive, companies are increasingly turning to Sherpa to consolidate live and on-demand video under a single streaming system-of-record. Sherpa’s extensible and data-driven platform securely manages, measures and automates all streaming video touch points with customers, partners, and employees. Many of the world’s premier enterprises have selected Sherpa to power their expanding digital media programs. Sherpa is privately held and headquartered in Redwood City, California. The company is backed by Benhamou Global Ventures (BGV), Rally Ventures, and individuals.
Hamilton Insurance Group leverages analytics and research to create underwriting and investment value for its clients and shareholders. As of March 31, 2014, Hamilton Insurance Group had over $800 million in capital.
AnchorBank is driven by a goal is to make life simpler and more secure for individuals, families, and business owners. It understands that every customer is different, and they work hard to tailor their products and services to help each individual customer reach their financial goals. Its customers work hard for their money, so they provide clear, easy-to-use products they deserve.
Jelf is an independent insurance broker and financial consultancy. It provides expert advice to both businesses and individuals on matters relating to insurance, healthcare, employee benefits and financial planning.
MountainView Capital Holdings operates as an advisor in the financial services sector, offering a range of analytical and advisory services tailored to manage credit and interest rate risk exposure while optimizing balance sheet management. Founded in 1989 and based in Denver, Colorado, the company specializes in financial model validations, asset valuations for various loan types and mortgage servicing rights, hedge advisory, core deposit analyses, stress testing, and asset sale transaction advisory. In January 2018, MountainView Financial Solutions became a subsidiary of The Situs Companies LLC, enhancing its capabilities in delivering data-driven insights and client-centric services across North America.
Authoria, Inc. provides integrated talent management software, performance management, recruiting software, and compensation management software. Its products provide talent management solutions that help companies to recruit, develop, compensate, retain, and engage employees. The company’s products include recruiting, performance, incentive, salary, succession planning, and communications software. Authoria was formerly known as Foundation Technologies, Inc. and changed its name to Authoria, Inc. in 1999. The company was founded in 1997 and is headquartered in Waltham, Massachusetts with additional offices in Austin, Texas; Santa Barbara, California; and Bangalore, India.
NewStar Financial, Inc. is a specialized commercial finance company focused on meeting the complex financing needs of companies and private investors in the middle market. The Company specializes in providing a range of senior secured debt financing options to mid-sized companies to fund working capital, growth strategies, acquisitions and recapitalizations, as well as, equipment purchases. NewStar originates loans and leases directly through teams of experienced, senior bankers and marketing officers organized around key industry and market segments.
Catlin Group Limited is a global specialty property / casualty insurer and reinsurer, writing more than 30 lines of business. Our six underwriting hubs in London/UK, Bermuda, the United States, Asia Pacific, Europe, and Canada place us at the heart of every major insurance market. Their network of offices in more than 50 cities offers brokers and their clients access to local underwriting expertise wherever they are in the world.
Ultraprise Loan Technologies
Venture Round in 2001
Ultraprise Loan Technologies, Inc. provides business-to-business e-commerce solutions for the financial services industry.
Authoria, Inc. provides integrated talent management software, performance management, recruiting software, and compensation management software. Its products provide talent management solutions that help companies to recruit, develop, compensate, retain, and engage employees. The company’s products include recruiting, performance, incentive, salary, succession planning, and communications software. Authoria was formerly known as Foundation Technologies, Inc. and changed its name to Authoria, Inc. in 1999. The company was founded in 1997 and is headquartered in Waltham, Massachusetts with additional offices in Austin, Texas; Santa Barbara, California; and Bangalore, India.
Data Distilleries is the market leader in a fast-growing and high-demand sector with a projected value of $5 billion by 2003. As companies increasingly leverage improved client relationships to increase profitability, Data Distilleries is well positioned for success. It has the most holistic approach of all analytical CRM companies and is genuinely able to offer customers a one-stop analytical CRM solution.
Xigo instantly reduces and controls mobile, fixed and global telecommunications costs for organizations of all sizes. The company provides the first and only solution that uploads wireless bills and automatically generates immediate cost and time-saving results -- in minutes, not months. Xigo’s single, cloud-based platform accommodates company growth without adding complexity and satisfies the full range of enterprise communications expense management requirements. Xigo’s success is attributed to customer- centric innovations and industry firsts with more than a decade of expertise spanning wireless and wire line communications.
Trading Edge is full service electronic platform serving the municipal, high yield, emerging market, corporate and convertible bond markets, was founded in 1997 and is the creator of BondLink, an Internet-based, real-time bond trading service for the fixed income securities market. Led by an executive team with extensive experience in finance and technology, Trading Edge successfully combined the worlds of bond trading and the Internet with the launch of BondLink in April 1999 and became the world's first broker/dealer to provide an online trading service for high- yield bonds.
PrimeStreet powers real-time multi-lender small business finance centers for financial institutions, online customer aggregators, merchants and vertical marketplaces. Their powerful multi-modal, multi-channel eBusiness Finance Network is comprised of a highly scaleable and configurable eFinance transaction platform, and a comprehensive lender network containing more than 35 specially selected financial institutions. The eFinance transaction platform is comprised of modules including fraud check, credit scoring, instant decisioning, intelligent routing, and fulfillment. The front-end is powered by a unique branding engine that simultaneously manages multiple unique Web environments, and their proprietary universal dynamic application ensures an effective and positive user experience. Today this technology powers many finance centers and handles hundreds of applications per day-both on and off-line-including their flagship site, www.primestreet.com, where small business owners can obtain multiple offers for business credit cards, lines of credit, term installment loans, and leases.
RewardsPlus is a provider of benefits management technology. RewardsPlus' Benfinity system is a suite of Web-based applications and professional services designed to simplify and automate employee benefits communication, self-service enrollment and ongoing post-enrollment administration. Serving many nationally recognized corporations such as Unilever, AT&T, and National City Corporation.
Founded in 1998 and experiencing tremendous growth, Derivion is the first e-billing application service provider (ASP) to leverage the power of the Internet to automate the bill delivery and payment process for organizations driven by recurring billing. Under the guidance of our experienced management team we are committed to delivering superior e-billing solutions to our customers. We deliver results through our own innovative solutions and via our many strategic partnerships, which enable Derivion to deliver a comprehensive, cost-effective approach for deploying and managing e-billing services.
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
Unionamerica Holdings
Acquisition in 1993
Unionamerica Holdings Ltd., is a provider of specialty casualty and property insurance and reinsurance services.
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