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 Holdings, established in 2014 and headquartered in Bermuda with a significant presence in London, specializes in insurance underwriting and reinsurance services. The company offers catastrophe reinsurance, property, specialty reinsurance, and specialty insurance services, catering to diverse sectors such as aviation, energy, marine, and property. Its business is categorized into three underwriting segments: Bespoke, Specialty, and Reinsurance. The Specialty segment focuses on property, energy, marine, and aviation lines, while the Bespoke segment provides tailored solutions like credit and political risk insurance. The Reinsurance segment primarily handles property reinsurance. Fidelis is known for providing effective, bespoke coverage within specialist lines and offers significant capacity backed by a strong balance sheet.

Prestige Insurance Holdings is a provider of both standard and nonstandard insurance products, specializing in brokerage and underwriting services. The company focuses on delivering value and personal service to its clients, offering a range of services that include insurance, broking, underwriting, claims management, and insurance software. By facilitating an understanding of the insurance market, Prestige Insurance enables clients to negotiate premiums effectively according to their specific requirements.

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 Holdings, established in 2014 and headquartered in Bermuda with a significant presence in London, specializes in insurance underwriting and reinsurance services. The company offers catastrophe reinsurance, property, specialty reinsurance, and specialty insurance services, catering to diverse sectors such as aviation, energy, marine, and property. Its business is categorized into three underwriting segments: Bespoke, Specialty, and Reinsurance. The Specialty segment focuses on property, energy, marine, and aviation lines, while the Bespoke segment provides tailored solutions like credit and political risk insurance. The Reinsurance segment primarily handles property reinsurance. Fidelis is known for providing effective, bespoke coverage within specialist lines and offers significant capacity backed by a strong balance sheet.

Pearl Capital LLC, based in New York, facilitates growth for small businesses by collaborating with its network of Independent Sales Organizations (ISOs). It offers funding solutions, enabling these ISOs to provide capital to underbanked businesses efficiently and responsibly. Established as a prominent player in alternative financing, Pearl was acquired by Capital Z Partners in 2015, leveraging the latter's extensive investment experience for continued growth and improved service.

Centrue Financial is a bank holding company that operates as a regional financial services provider. It offers a diverse range of banking services through its subsidiaries, focusing on delivering personalized service to its clients. The company's offerings include commercial, retail, and mortgage banking services, catering to the financial needs of both individuals and businesses. By emphasizing customer service, Centrue Financial aims to build strong relationships and ensure that clients receive tailored financial solutions.

Minova Insurance is a London-based holding company established in 1980, specializing in the insurance sector. Through its subsidiaries, the company provides a comprehensive range of insurance brokerage and reinsurance services. Minova Insurance focuses on various classes of insurance, including property, casualty, and marine. The firm is dedicated to fostering the development of quality businesses within the global insurance market by empowering teams to reach their entrepreneurial potential.

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 provided a wide range of financial services, including personal banking, loans, credit cards, retirement planning, and commercial banking. It aimed to simplify financial management for individuals, families, and business owners by offering tailored products that catered to the unique needs of each customer. In addition to traditional banking services, AnchorBank also offered cash and debt management, mortgage lending, real estate services, estate planning, insurance, and investment options, as well as online banking solutions. However, as of September 2016, AnchorBank was acquired by Old National Bank and is no longer in operation.

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 focused on the nonstandard automobile insurance market in the United States. The company specializes in the sale and underwriting of automobile insurance and related products tailored for consumers who may not qualify for standard coverage. By concentrating on the unique needs of this segment, Permanent General Companies aims to offer accessible insurance solutions to a diverse range of customers.

Peopleclick Authoria, known for its integrated talent management software, specializes in human capital management solutions. The company's offerings include performance management, recruiting, and compensation management tools designed to assist organizations in effectively recruiting, developing, compensating, retaining, and engaging their workforce. Their product suite encompasses various functionalities, such as recruiting, performance evaluation, incentive management, salary planning, succession planning, and communication software. Founded in 1997 and originally named Foundation Technologies, Inc., the company rebranded to Authoria, Inc. in 1999. Headquartered in Waltham, Massachusetts, Peopleclick Authoria also maintains 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.

Peopleclick Authoria, known for its integrated talent management software, specializes in human capital management solutions. The company's offerings include performance management, recruiting, and compensation management tools designed to assist organizations in effectively recruiting, developing, compensating, retaining, and engaging their workforce. Their product suite encompasses various functionalities, such as recruiting, performance evaluation, incentive management, salary planning, succession planning, and communication software. Founded in 1997 and originally named Foundation Technologies, Inc., the company rebranded to Authoria, Inc. in 1999. Headquartered in Waltham, Massachusetts, Peopleclick Authoria also maintains 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 company located in Manassas, Virginia, specializing in reducing and controlling telecommunications costs for organizations of all sizes. The company offers a unique solution that allows users to upload wireless bills and receive immediate insights and savings, streamlining the expense management process significantly. Xigo's platform is designed to accommodate the growth of businesses without increasing complexity, addressing a comprehensive range of enterprise communications expense management needs. With over a decade of expertise in both wireless and wireline communications, Xigo has established itself through customer-centric innovations and industry-first solutions, enabling clients to achieve substantial cost and time savings efficiently.

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., established in 2000 and based in London, UK, with additional offices in San Francisco and Phoenix, specializes in providing electronic payments services. The company caters to financial institutions, telecommunication operators, and e-commerce companies, offering a range of solutions including person-to-person and person-to-merchant payments, electronic funds transfers, cross-border remittance services, mobile payments, and end-to-end stored-value card services. These services are accessible through the Internet, mobile networks, and point-of-sale systems. Magex's client base includes international banks and retailers in the United States. The company 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 is a prominent provider of wealth solutions, focusing on Unified Managed Account platforms and retirement solutions tailored for broker/dealers, registered investment advisors, banks, and family offices. As a leading independent overlay portfolio manager in the separate account industry, Placemark integrates various investment vehicles, including separately managed accounts, mutual funds, and ETFs, into cohesive, customized portfolios. This approach enables financial firms to enhance their offerings and capture additional fee-based business. Additionally, Placemark offers back-office technologies designed to streamline operations for money managers, catering to individuals, particularly high-net-worth clients, thereby supporting comprehensive investment management services.

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.