Lumenci
Private Equity Round in 2024
Lumenci is a prominent intellectual property consulting firm focused on maximizing the value of clients' intellectual assets. With a presence in the United States and India, the company offers a comprehensive range of services, including technical advice, valuation, and strategic guidance tailored for patent owners and law firms. Lumenci specializes in patent monetization, litigation support, and the development of strategic patent portfolios. Its expertise encompasses detailed analyses of patent portfolios, patent litigation services, and the automation of processes that create value from technical innovations. By leveraging domain expertise, Lumenci aims to transform the legal and intellectual property sectors, ensuring exceptional outcomes for its clients.
Rimkus Consulting Group
Private Equity Round in 2024
Rimkus Consulting Group, Inc. is a leading provider of forensic consulting services, catering to a diverse clientele that includes insurance companies, law firms, corporations, individuals, and government agencies. Established in 1983 and headquartered in Houston, Texas, the company operates over 110 offices globally. Rimkus specializes in various areas, including forensic accident reconstruction, biomechanical analysis, fire and explosion science, building systems, and construction claims resolution. Additionally, it offers expertise in computer forensics, financial and business forensics, geotechnical assessments, and product liability. The firm serves multiple industries, such as consumer, industrial, marine, oil and gas, transportation, and healthcare, assisting clients in understanding complex issues and effectively resolving claims and disputes.
Flores & Associates
Private Equity Round in 2022
Flores & Associates, LLC is a Charlotte, North Carolina-based administrator specializing in tax-advantaged reimbursement plans for employers across the United States. Founded in 1986, the company offers a range of services including flexible spending accounts, health reimbursement arrangements, health savings accounts, and commuter benefit accounts. These plans enable employees to manage medical and dependent care expenses on a pre-tax basis, enhancing their financial well-being. In addition to account management, Flores provides COBRA administration and other direct billing services, ensuring that employers comply with regulatory requirements. The company's approach combines advanced technology with dedicated professionals, positioning it as a leader in the consumer-driven health plan market.
Concert Group
Private Equity Round in 2021
Concert Group specializes in providing comprehensive insurance services for both commercial and personal sectors. Their offerings include auto, property, and casualty coverage solutions. The company also facilitates effective risk governance through captive insurance arrangements, offering services such as feasibility assessments and underwriting oversight. By employing robust due diligence and technology investments, Concert Group helps organizations reduce insurance costs and enhance their overall risk management capabilities.
Hancock Claims Consultants
Acquisition in 2021
Hancock Claims Consultants is an insurance claims services company specializing in national property inspection services for the property and casualty insurance sector. The company utilizes advanced technology to deliver a comprehensive range of services, including property inspections, estimating services, and ladder assists. These offerings provide essential information to underwriting departments and insurance carriers, helping them reduce risk exposure, assess damage accurately, and obtain precise measurements. By improving response times and facilitating better underwriting decisions, Hancock Claims Consultants supports its clients in navigating the complexities of the insurance landscape.
DOXA Insurance Holdings
Acquisition in 2020
DOXA Insurance Holdings LLC is a private equity firm based in Fort Wayne, Indiana, focused on acquiring small- to medium-sized managing general agents (MGAs). Since its founding in 2016, the firm has specialized in providing financial and scheduling flexibility to MGA owners, enabling them to plan for future opportunities. DOXA primarily invests in the United States, partnering with MGAs to facilitate growth and development in the insurance sector.
Rimkus Consulting Group
Private Equity Round in 2019
Rimkus Consulting Group, Inc. is a leading provider of forensic consulting services, catering to a diverse clientele that includes insurance companies, law firms, corporations, individuals, and government agencies. Established in 1983 and headquartered in Houston, Texas, the company operates over 110 offices globally. Rimkus specializes in various areas, including forensic accident reconstruction, biomechanical analysis, fire and explosion science, building systems, and construction claims resolution. Additionally, it offers expertise in computer forensics, financial and business forensics, geotechnical assessments, and product liability. The firm serves multiple industries, such as consumer, industrial, marine, oil and gas, transportation, and healthcare, assisting clients in understanding complex issues and effectively resolving claims and disputes.
The Credit Junction
Private Equity Round in 2018
The Credit Junction is a New York-based company that operates an asset-based lending platform, founded in 2014. It specializes in providing working capital, growth, and supply chain financing solutions to small and mid-size enterprises, particularly suppliers, distributors, and manufacturers with revenues between $5 million and $50 million. The Credit Junction leverages technology and data intelligence alongside traditional credit metrics to offer loans of up to $7.5 million. Its platform streamlines the application, vetting, and approval process for borrowers, who can upload relevant documents through dedicated portals. The company has strategic partnerships with several firms and serves clients in the United States and Canada.
PhyNet Dermatology
Private Equity Round in 2017
PhyNet Dermatology LLC is a company based in Nashville, Tennessee, that specializes in providing outsourced managed services for dermatology practices. Founded in 2017, the company offers a range of essential administrative services designed to enhance the operational efficiency of dermatology clinics. These services include billing and collections, payer contracting and negotiation, compliance, finance and accounting, as well as merger and acquisition execution and integration. By delivering these comprehensive support solutions, PhyNet Dermatology aims to empower dermatology practices to focus on delivering high-quality care while improving their overall management and operational effectiveness.
McBee Associates
Acquisition in 2015
McBee Associates, Inc. is a consulting firm that specializes in providing managerial and financial services to the healthcare industry. Founded in 1973 and based in Wayne, Pennsylvania, with additional offices in Columbia, Maryland, and Richmond, Virginia, the company offers a wide range of services including case management support, denials and appeals management, billing services, and revenue cycle process improvement. It also provides interim management staffing, operational assessments, compliance reviews, and accounts receivables management. McBee's client base includes hospitals, home health systems, long-term care facilities, physician groups, and behavioral health providers, among others. As a subsidiary of Netsmart Technologies, Inc. since 2019, McBee is dedicated to enhancing the performance and compliance of healthcare organizations through its expertise in both financial and operational consulting.
BrightClaim
Acquisition in 2014
BrightClaim, Inc. specializes in integrated claims solutions for the property and casualty insurance market. Founded in 2004 and based in Atlanta, Georgia, the company offers a range of services including claims adjusting, administration, and outsourcing, along with field services, vendor management, and catastrophe claims support. BrightClaim also provides independent inspection and estimating services, direct repair services, and claims technology integration. These services are designed to assist insurance companies, self-insured corporations, and other stakeholders in streamlining claims processes and enhancing customer service. As of May 2017, BrightClaim operates as a subsidiary of Genpact Limited.
Client First Settlement Funding
Acquisition in 2014
Client First Settlement Funding LLC is a financial services company based in Boca Raton, Florida, that specializes in purchasing and selling structured settlements, lottery payments, and annuities. Established in 2007, the company acts as a direct funding source for clients who require immediate cash. It facilitates transactions by converting long-term periodic payments into substantial lump sums, thereby offering individuals in need of liquidity an effective solution to access their funds promptly. Through its services, Client First Settlement Funding aims to assist individuals in managing their financial needs while navigating the complexities of structured settlements and annuities.
Priority Care Solutions
Acquisition in 2014
Priority Care Solutions, LLC, based in Tampa, Florida, is a specialty managed care services and network provider for the workers' compensation industry. Founded in 2011, the company offers a range of services including ancillary and pharmacy benefit management, skilled home nursing, durable medical equipment rental and purchase, transportation services, imaging services, and case management. These services are designed to improve communication, coordination, and care quality for post-surgical, catastrophic, and medically complex cases. Priority Care Solutions serves carriers, third-party administrators, self-insured employers, government agencies, and managed care organizations, with a focus on mitigating risk, enhancing operational efficiencies, reducing costs, and providing timely, compassionate care to injured workers.
Provant Health
Acquisition in 2012
Provant Health Solutions Inc. is a provider of remote and onsite workplace wellness solutions aimed at enhancing employee health and productivity while managing healthcare costs. Established in 2001 and based in East Greenwich, Rhode Island, the company offers a range of services including biometric screenings, health assessments, vaccination programs, and personalized health coaching. It also features a wellness portal that provides various self-directed tools and resources to engage employees in their health journeys. Provant Health implements incentive programs like wellness reimbursements and corporate challenges to further encourage healthy practices. Serving a diverse clientele of self-insured and fully insured companies across the United States, Puerto Rico, Canada, and the Caribbean, Provant Health focuses on building a culture of health within organizations. As of May 2017, the company operates as a subsidiary of Hooper Holmes, Inc. and has undergone reorganization under Chapter 11 as of August 2018.
Social Security Advocates for the Disabled
Private Equity Round in 2012
Social Security Advocates for the Disabled, LLC is an advocacy organization based in Norwell, Massachusetts, founded in 1994. The company specializes in assisting individuals in obtaining social security disability insurance and provides a range of services including social security disability advocacy, Medicare advocacy, and social security benefit services. It aims to support clients in navigating the complexities of social security systems to secure the benefits they need. Utilizing both online platforms and telephone support, the organization focuses on delivering personalized assistance tailored to each client's unique circumstances. As a subsidiary of Brown & Brown, Inc., Social Security Advocates for the Disabled is dedicated to ensuring quality coverage for its clients.
PatientMatters
Private Equity Round in 2012
PatientMatters is a provider of comprehensive patient receivables solutions designed to enhance financial outcomes for hospitals while improving patient experiences. The company focuses on seven critical areas of cash leakage, including pre-registration, emergency room processes, point-of-service collections, patient advocacy, early-out programs, payment plans, and bad debt management. Through its innovative platform, PatientMatters integrates patient registration, bill estimation, and financial services with intelligent workflows, enabling hospitals to streamline operations and increase revenue realization. By leveraging unique data sets, the company facilitates educational and engagement initiatives that not only boost cash collections but also foster stronger relationships between patients and healthcare providers, aligning incentives for all parties involved.
Advisors Excel
Private Equity Round in 2011
Advisors Excel is a rapidly growing Insurance Marketing Organization that specializes in providing insurance marketing services to independent advisors. The company is dedicated to working exclusively with professionals who prioritize their clients' best interests. Advisors Excel offers a comprehensive suite of tools and support, including access to products, marketing, sales support, training, and administrative services, which are designed to help life insurance companies, asset management firms, and independent advisers navigate the complexities of a changing regulatory landscape. By adhering to its core principle of integrity, Advisors Excel distinguishes itself in the financial services industry.
Torrent Technologies
Acquisition in 2010
Torrent Technologies, founded in February 2005 and headquartered in Seattle, Washington, specializes in offering business services to Write Your Own (WYO) companies participating in the National Flood Insurance Program (NFIP). The company aims to transform the flood insurance market by providing an integrated suite of software platforms that enhance the administration capabilities available to insurance carriers and lending institutions. By leveraging contemporary technology and innovative processes, Torrent delivers solutions focused on resilience planning and execution, ultimately helping to mitigate property damage and reduce the economic disruptions caused by floods. Additionally, Torrent maintains flood vendor operations in Kalispell, Montana, and has a government contracting business located near Washington, D.C.
Digital Risk
Private Equity Round in 2009
Digital Risk is a leading independent provider of risk, compliance, and transaction management solutions tailored for the complex financial services market. The company leverages a loan-level understanding of the mortgage sector, enhanced by a robust analytics platform developed through the analysis of over $100 billion in mortgages. Digital Risk employs a team of 2,000 trained analysts who utilize advanced modeling capabilities and fraud detection algorithms to deliver insights critical for managing credit, fraud, and operational risks. Its comprehensive suite of offerings addresses all phases of the mortgage life cycle, integrating forensic underwriting services and predictive modeling to meet the evolving challenges faced by clients, including investment banks, hedge funds, and mortgage originators. With state-of-the-art tools, including a paperless document management system and a flexible architecture for expanding services, Digital Risk empowers clients to navigate the complexities of the mortgage industry efficiently.
Jones DesLauriers Insurance Management
Acquisition in 2008
Jones DesLauriers Insurance Management offers services in property & casualty risk, transportation fleet risk, bonding and claims advocacy.
Thompson Insurance Enterprises
Private Equity Round in 2007
Thompson Insurance Enterprises is a privately held program administrator that specializes in underwriting multi-line, industry-focused insurance programs. The company operates in the United States and offers a range of loss control services, including professional liability assessments, liability exposure assessments, fire protection surveys, and emergency evacuation evaluations. Additionally, it conducts accident investigation evaluations, fleet safety assessments, and property loss assessments. Thompson Insurance Enterprises is also involved in providing financing services to support its comprehensive insurance offerings, ensuring that clients receive tailored solutions to manage their specific risks effectively.
Catalina Holdings
Acquisition in 2007
Catalina Holdings is a Bermuda-based company that specializes in acquiring and managing run-off portfolios of non-life insurance and reinsurance firms. It provides a solution for investors with legacy liabilities, offering outright acquisitions as well as alternative structures such as co-venturing and profit-sharing. By purchasing firms or portfolios that are in run-off, Catalina Holdings enables investors to achieve a clean break from both current and future liabilities, facilitating the release and redeployment of substantial capital that may otherwise be unproductive. The company's focus on consolidating run-off businesses allows its clients to refocus on their core activities while reducing costs and unlocking capital.
Relation Insurance
Acquisition in 2007
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.
Alliant Insurance Services
Private Equity Round in 2005
Alliant Insurance Services is an insurance brokerage firm that specializes in providing a range of insurance and risk management solutions across various industries, including agriculture, aviation, construction, energy, and finance. The company offers property and casualty insurance, as well as workers’ compensation and employee benefits services. Its comprehensive portfolio includes risk management, life insurance, retirement and savings programs, and specialized coverage for Native American tribal and casino gaming operations. By distributing diversified insurance products and consulting services, Alliant aims to enhance the effectiveness and value of its clients' insurance and employee benefits programs.
Integro
Private Equity Round in 2005
Integro Ltd. is an insurance brokerage and specialty risk management firm that offers a wide range of services to various industries. Founded in 2005, the company provides alternative risk financing, casualty insurance, risk management consulting, and claims management services. Its offerings include contingency services for events, employee benefit solutions like life and disability insurance, and environmental insurance for real estate transactions. Additionally, Integro specializes in executive and professional risk plans, medical malpractice insurance, and personal insurance solutions, covering areas such as automobile, home, and travel insurance. The firm serves diverse sectors, including agri-business, healthcare, entertainment, technology, and more. With a strong emphasis on technical expertise and innovative solutions, Integro operates from locations in the United States, Canada, Bermuda, and the United Kingdom, aiming to deliver exceptional service and value to its clients.
Wilton Re
Acquisition in 2005
Wilton Re is a provider of life insurance and reinsurance services, focused on the acquisition and management of in-force life insurance policies and annuities. Established in 2004 and headquartered in Wilton, Connecticut, the company specializes in developing and underwriting insurance products. Wilton Re assists clients with product development, underwriting, and new business strategies, while also offering risk capital and related services. Its offerings include in-force acquisitions, middle-market products, traditional reinsurance, and longevity risk management, all tailored to meet the needs of the middle market.
Global Atlantic
Private Equity Round in 2004
Global Atlantic Financial Group, established in 2004 and headquartered in New York, is an insurance company that specializes in life insurance, annuities, reinsurance, and related financial products. The firm is dedicated to assisting individuals in navigating financial challenges by providing a diverse array of retirement and life insurance solutions. Their offerings allow clients to tailor strategies that address various needs, including protection, income generation, wealth transfer, and end-of-life planning. With a team of experienced professionals, Global Atlantic combines industry knowledge with a commitment to delivering services that meet the evolving requirements of its clients.
Argo Ventures
Private Equity Round in 2003
Argo Ventures, established in 2016, is the venture capital arm of Argo Group, a global underwriter of specialty insurance products. Based in New York, with an additional office in Bermuda, Argo Ventures focuses on investing in early-stage and growth-stage companies within the insurance technology, risk management, fintech, and enterprise software sectors.
Asset Allocation and Management Company
Acquisition in 2003
Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.
Cathedral Capital Limited
Acquisition in 2002
Cathedral is an established specialty (re)insurance provider that operates exclusively in the Lloyd’s insurance market and writes insurance and reinsurance business in property, aviation, satellite, marine cargo and contingency classes. The Acquisition will provide Lancashire with a platform at Lloyd’s, the world’s leading specialist insurance market.