Capital Z Partners

Partners& is an innovative insurance advisory firm located in High Wycombe, United Kingdom. The company specializes in providing customized insurance solutions across various sectors, including risk management, employee benefits, business insurance, and personal insurance for individuals and families. By focusing on the specific needs of its clients, Partners& aims to deliver tailored advice and services that enhance protection and mitigate risks. The firm's approach combines modern techniques with a client-centric philosophy, making it a notable player in the insurance advisory landscape.

Fidelis Insurance is a global property and casualty (re)insurance company that provides tailored coverage across various specialist lines. The business is organized into three main underwriting segments: Bespoke, Specialty, and Reinsurance. The Bespoke segment focuses on credit and political risk, offering customized solutions such as transactional liabilities and credit insurance. The Specialty segment encompasses property direct and facultative, energy, marine, and aviation lines. Lastly, the Reinsurance segment primarily deals with property reinsurance. Fidelis Insurance aims to deliver effective coverage while maintaining a strong balance sheet, positioning itself as a reliable partner in the (re)insurance market.

Prestige Insurance offers a range of standard and nonstandard insurance products, focusing on both brokerage and underwriting services. The company aims to deliver value and personalized service to its clients by providing comprehensive insurance solutions that include broking, underwriting, claims management, and insurance software. Through these services, Prestige Insurance helps clients navigate the complexities of the insurance market, allowing them to understand their options and negotiate premiums effectively according to their specific needs.

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 global property and casualty (re)insurance company that provides tailored coverage across various specialist lines. The business is organized into three main underwriting segments: Bespoke, Specialty, and Reinsurance. The Bespoke segment focuses on credit and political risk, offering customized solutions such as transactional liabilities and credit insurance. The Specialty segment encompasses property direct and facultative, energy, marine, and aviation lines. Lastly, the Reinsurance segment primarily deals with property reinsurance. Fidelis Insurance aims to deliver effective coverage while maintaining a strong balance sheet, positioning itself as a reliable partner in the (re)insurance market.

Pearl Capital, LLC is a rapidly growing provider of alternative small business financing based in New York, New York. The company collaborates with its network of Independent Sales Organizations (ISOs) to offer funding solutions aimed at helping businesses expand. Acquired in 2015 by Capital Z Partners, a prominent specialty finance private equity group, Pearl Capital focuses on serving the underbanked segment of the market. The company prioritizes delivering exceptional service, efficiency, and support to its ISOs and other origination channels, maintaining a commitment to integrity in all its operations.

Centrue Financial is a bank holding company that provides a range of financial services through its subsidiaries. Operating as a regional financial services provider, it focuses on delivering personalized banking solutions. The company offers commercial, retail, and mortgage banking services, catering to the diverse needs of its customers. By prioritizing special attention to personal service, Centrue Financial aims to foster strong relationships with clients while helping them achieve their financial goals.

Minova Insurance is a London-based holding company that specializes in the insurance sector, primarily focusing on insurance brokerage and reinsurance services. Founded in 1980, the company invests in the development of quality businesses within the global insurance market, aiming to empower teams to enhance their entrepreneurial potential. Minova Insurance offers a diverse range of products and services across various classes, including property, casualty, and marine insurance. Its strategic partnerships, such as with Capital Z, further support its mission to strengthen its market presence and service offerings.

Sherpa Digital Media, Inc. specializes in providing comprehensive digital media solutions and infrastructure services to organizations globally. Founded in 2011 and headquartered in Redwood City, California, with additional studios in New York City, the company focuses on delivering a data-driven streaming video platform tailored for enterprise needs. Sherpa's offerings include business requirement analysis, design, platform management, content production, and performance assessment services. It also supports the planning and execution of various video-based events and productions, while facilitating internal and external communications through live and on-demand video content. Serving a diverse clientele across sectors such as banking, pharmaceuticals, technology, and consulting, Sherpa has established itself as a trusted partner for enterprises seeking to enhance their digital media strategies.

Hamilton Insurance Group is a specialty insurance and reinsurance company that operates globally, with a presence in Lloyd's, Ireland, Bermuda, and the United States. The company focuses on creating underwriting and investment value through the use of analytics and research. It has three principal underwriting platforms—Hamilton Global Specialty, Hamilton Select, and Hamilton Re—which are divided into two main business segments: International and Bermuda. As of March 31, 2014, Hamilton Insurance Group had over $800 million in capital, reflecting its commitment to delivering value to clients and shareholders.

Anchor Bancorp Wisconsin, formerly known as AnchorBank, was a commercial bank based in Madison, Wisconsin, established in 1919. The bank focused on providing a wide range of financial services, including personal banking, loans, credit cards, retirement planning, business checking, commercial banking, cash and debt management, mortgage lending, real estate services, estate planning, insurance, and investments. AnchorBank aimed to simplify financial management for individuals, families, and business owners by offering tailored products and services to meet diverse customer needs. However, as of September 13, 2016, AnchorBank ceased operations following its acquisition by Old National Bank.

Jelf is an independent insurance broker and financial consultancy that offers specialized advice to businesses and individuals. The firm focuses on areas such as insurance, healthcare, employee benefits, and financial planning, ensuring that clients receive tailored solutions to meet their specific needs. Through its expertise, Jelf aims to help clients navigate complex insurance and financial landscapes, providing support and guidance to enhance their overall financial security.

MountainView Financial Solutions, LLC is a Denver-based advisory firm that specializes in serving the financial services industry. Established in 1989, the company focuses on delivering data-driven insights and client-centric services aimed at managing credit and interest rate risk exposure, as well as optimizing balance sheet management. Its offerings include financial model validations, asset valuations for various loan types, mortgage servicing rights advisory, core deposit analyses, stress testing, and transaction advisory for asset sales. By providing these critical risk management services, MountainView Financial Solutions helps its clients navigate the complexities of real estate finance and enhance their operational effectiveness. As of January 2018, it operates as a subsidiary of The Situs Companies LLC.

Permanent General Companies, Inc. is an insurance provider specializing in nonstandard automobile insurance in the United States. The company focuses on the sale and underwriting of auto insurance and related products tailored to meet the needs of customers who may not qualify for standard coverage. By targeting the nonstandard automobile market, Permanent General Companies addresses a unique segment of the insurance industry, offering specialty auto insurance solutions to a diverse clientele.

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 is a specialized commercial finance company that addresses the complex financing needs of middle market companies and private investors. Founded in 2004 and based in Massachusetts, the firm focuses on providing senior secured debt financing options to mid-sized businesses for various purposes, including working capital, growth strategies, acquisitions, recapitalizations, and equipment purchases. NewStar originates loans and leases through experienced teams of senior bankers and marketing officers who are organized by key industry and market segments, ensuring tailored financial solutions for its clients.

Catlin Group Limited is a global specialty property and casualty insurer and reinsurer headquartered in Hamilton, Bermuda. The company operates across more than 30 lines of business, offering a diverse range of commercial insurance coverage, specialty insurance, and reinsurance services. With six underwriting hubs located in key markets including London, Bermuda, the United States, Asia Pacific, Europe, and Canada, Catlin Group is strategically positioned to serve clients worldwide. Its extensive network, comprising offices in over 50 cities, enables the company to provide local underwriting expertise, ensuring that brokers and clients receive tailored insurance solutions that meet their specific needs.

Ultraprise Loan Technologies, Inc. provides business-to-business e-commerce solutions for the financial services industry.

mPower Advisors, L.L.C., founded in 1995, is a federally registered investment advisor that specializes in providing online investment advice. The company has developed an online investment advisory platform aimed at helping individuals achieve their financial objectives. Its platform focuses on the large plan sponsor retirement market, delivering personalized, asset class-specific, and fund-specific advice tailored to meet clients' unique requirements. This approach enables clients to optimize their investment returns and manage their portfolios more effectively.

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.

Axesor Marketing Intelligence is a company providing ratings, risk management systems, and business, financial and marketing knowledge.

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.

iBenefits, an application services provider, offers web-based employee benefit management tools.

NewsAlert a provider of real-time business information and market data for financial Web sites and vertical B2B marketplaces.

Xigo is a cloud-based telecom expense management platform headquartered in Manassas, Virginia. The company specializes in reducing and controlling telecommunications costs for organizations of all sizes by offering a unique solution that uploads wireless bills and quickly generates cost and time-saving results. This process is designed to provide immediate benefits to clients, streamlining their expense management in a matter of minutes rather than months. Xigo's platform is scalable, accommodating company growth without added complexity, and addresses the full spectrum of enterprise communications expense management needs. With over a decade of expertise in both wireless and wireline communications, Xigo has built its reputation on customer-centric innovations and industry-leading solutions.

TradingEdge is a full-service electronic platform that specializes in the municipal, high-yield, emerging market, corporate, and convertible bond markets. Founded in 1997, the company pioneered the creation of BondLink, an Internet-based real-time bond trading service launched in 1999, making it the first broker/dealer to offer online trading for high-yield bonds. With a leadership team experienced in both finance and technology, TradingEdge has successfully integrated traditional bond trading with modern internet capabilities. The company is also a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation, ensuring compliance and protection within the financial industry.

Magex, Ltd. is a digital commerce services company that specializes in electronic payment solutions for financial institutions, telecommunications operators, and e-commerce businesses. Founded in 2000 and headquartered in London, with additional offices in San Francisco and Phoenix, Magex offers a range of services, including person-to-person and person-to-merchant payments, electronic funds transfers, cross-border remittance services, mobile payments, and comprehensive stored-value card solutions. The company serves a diverse clientele, including international banks and retailers in the United States, facilitating transactions across the Internet, mobile networks, and point-of-sale systems. Magex operates as a subsidiary of Magex Holdings, Ltd.

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.

LoanTrader is an online marketplace that connects mortgage brokers with lenders.

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 specializes in developing and supporting wealth management solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. The company is recognized as a leading independent overlay portfolio manager in the separate account industry, offering Unified Managed Account platforms and retirement solutions. Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into customized portfolios, enabling firms to enhance their fee-based business. Additionally, it offers back-office technologies designed to assist money managers, further catering to the needs of high net worth individuals and other clients.

Brookdale Senior Living Inc. is a prominent owner and operator of senior living communities across the United States, providing a range of housing and care options tailored for older adults. The company operates through five key segments: Independent Living, Assisted Living and Memory Care, Continuing Care Retirement Communities (CCRCs), Health Care Services, and Management Services. Independent Living communities cater primarily to middle to upper-income seniors, while the Assisted Living and Memory Care segment focuses on providing support for elderly residents requiring assistance with daily activities, including specialized care for those with Alzheimer's and other dementias. The CCRC segment offers diverse living arrangements and services to accommodate varying health and physical ability levels. Additionally, Brookdale provides home health, hospice, and outpatient therapy services to its residents and other seniors. With over 600 communities nationwide and a dedicated workforce of nearly 50,000 associates, Brookdale is committed to enhancing the quality of life for its residents through innovative programs and personalized care. The company is headquartered in Brentwood, Tennessee.

Kemper is a prominent insurance provider in the United States, offering a wide range of personalized insurance solutions for individuals, families, and businesses. With assets totaling $8 billion, the company services approximately six million policies across various sectors, including home, auto, life, health, and valuable items. Kemper operates through a network of over 20,000 independent agents and brokers, ensuring broad accessibility to its products. The company employs around 6,000 associates who are committed to delivering exceptional customer service. Licensed to sell insurance in all 50 states and the District of Columbia, Kemper aims to enhance the insurance experience for its clients while maintaining a strong presence in the industry.

Unionamerica Holdings Ltd., is a provider of specialty casualty and property insurance and reinsurance services.