Corsair Capital

Corsair Capital is a private equity firm established in 1992 and headquartered in New York, New York. The firm specializes in investing in various sectors within the financial services ecosystem, particularly in Europe and North America. Corsair Capital focuses on businesses at the intersection of technology transformation and financial services complexity, emphasizing the need for a deep understanding of the financial industry and a robust global network. Its investment interests span integrated and international payments, B2B payments, vertical and enterprise software, governance, risk and compliance software, human capital management, asset and wealth management services, non-insurance distribution, healthcare services, insurance services, professional services, and trust and corporate services. Corsair Capital is also a Registered Investment Adviser, reflecting its commitment to professional standards in managing investments.

Craig Addeo

Principal

John Botts

Operating Partner

Paul Cozza

Managing Director, Portfolio Operations

Myriam Daeschler

Associate

Estes, Derrick R.

Partner

Michael Fontana

Operating Partner

Luis Gutierrez

Principal

Raja Hadji-Touma

Managing Director

William Jacobs JD

Operating Partner

James Kirk

Managing Director

Overstrom, Gunnar S.

Partner

Mark Patterson

Operating Partner

Nicholas B. Paumgarten

Founder

Benjamin Phillips

Principal

Fernando Quiroz

Associate

Schein, Jeremy S.

Partner

Dalton Shaughnessy

Private Equity Investor

Brit Yonge

Operating Partner

23 past transactions

Xceptor

Private Equity Round in 2021
Xceptor delivers no-code data automation software across the enterprise. We make data ingestion, data transformation and process digitisation easy. Our platform has the power to automate even the most complex processes, end-to-end, with a single platform. Proven by our customers. Validated by our partners. Powering industry utilities. Our Clients: We pride ourselves on our straightforward and honest approach from a project and commercial perspective. As banking, financial services and insurance specialists, our proven deployments enable us to grow strong, global relationships and build an impressive client list of industry leaders. Want an independent viewpoint? Read recent analysis from Forrester and HfS on xceptor.com Our Partners: Our ability to deliver great automation solutions is validated through our existing utility, consultancy and technology partnerships with the likes of EY, DTCC, Cognizant and Finastra. Our Platform: Our no-code automation platform for end-to-end and complex processes enables clients to leverage the right technology at the right time to drive the right outcomes. A single, common platform delivers client solutions, packaged solutions and industry utilities, giving everyone access to the same technology, no matter the size or scale of challenge. Our People: Ambition is in our DNA and we embrace any opportunities ahead. Our curiosity and desire to grow drives us to learn from our customers and those around us. Our people are empowered, accountable and deliver. We pull together, step up and focus on outcomes. The brilliance of our people makes a positive difference to our clients’ ambitions. We are Xceptor.

Oakbridge Insurance

Seed Round in 2021
Oakbridge Insurance was built by four insurance agencies such as Founders Insurance, Hutchinson Traylor, McGinty Gordon & Associates, and Waites & Foshee have merged to create Oakbridge Insurance Agency LLC,

IdentityIQ

Acquisition in 2020
IdentityIQ's software allows customers to protect their data with identity theft protection & credit monitoring that includes 3-bureau credit reporting, dark web scans, fraud alerts, & more.
Multi Service Technology Solutions is a global B2B payment and credit solutions provider that specializes in commercial transaction management, facilitating transactions for customers.

TreviPay

Acquisition in 2020
TreviPay is a payments industry pioneer that aims to improve buyer-seller trade. TreviPay is the preferred B2B payment method for thousands of corporate buyers and sellers around the world, processing $6 billion in transaction volume across 32 countries in 19 currencies and 90,000 active buyers. TreviPay enables clients to offer trade credit and is relied on by major brands with 80,000 selling locations to provide net terms and guaranteed payment across all sales and distribution channels. TreviPay has created the only fully managed payment and invoicing network to support future business-to-business commerce.

IDnow

Series C in 2019
IDnow provides advanced machine-learning technology for its Identity-as-a-Service platform that can verify identities in real time. The company's solutions guarantee legal security throughout Europe and the highest level of data security. The company provides a legally secure solution without additional hardware in the area of video identification of customers and electronic signatures. The company's offer is directed at all business customers who would like to provide customer identification and contract conclusion online, such as banks, telecommunications companies, Fintechs, etc. Its customer portfolio includes renowned firms such as Commerzbank, UBS, Sixt neuwagen, Telefónica, and N26. IDnow was founded on 2014 and is headquartered in Munich, Germany.

Axo Finans

Acquisition in 2019
Axo Finans er en finansagent som formidler forbrukslån, lån og refinansiering. I praksis betyr dette at din søknad hos oss vil bli presentert for flere banker. Du slipper dermed å søke selv hos flere banker, den jobben vil vi gjøre for deg. Bankene vi samarbeider med vet at de konkurrerer om å få deg som kunde, derfor er det enklere for oss å finne det beste tilbudet til deg.

ZEDRA

Private Equity Round in 2018
ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services.

ZEDRA

Acquisition in 2018
ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services.

PJT Partners

Post in 2018
PJT Partners delivers a comprehensive range of advisory and capital raising solutions to achieve our clients’ strategic objectives. For every challenge, from the straightforward to the complex, our team of veteran practitioners brings together proven experience and fresh thinking to drive the highest-quality outcomes.

Spring Venture Group

Private Equity Round in 2018
Spring Venture Group is a leader in insurance comparison shopping. We deliver real value to their clients by helping them navigate their insurance options to get the best rates possible—specifically in the senior healthcare space. Their advisors use an unbiased approach to deliver real value to every client’s individual needs. That’s what makes us different.

Jackson Hewitt

Acquisition in 2018
Jackson Hewitt Tax Service (NYSE: JTX) is an industry leading provider of full service individual federal and state income tax preparation, with franchised and company-owned office locations throughout the United States.

RGI Group

Acquisition in 2018
RGI Group provides software products and technological services specifically for the insurance sector. RGI Group specialises in the development and implementation of modular insurance Policy Administration System solutions for all distribution channels. It has been a technologically innovative company since its inception in 1987 in Ivrea, in an area with a great industrial heritage and a deep-rooted culture of innovation, a constant feature along its industrial journey.

RGI Group

Private Equity Round in 2017
RGI Group provides software products and technological services specifically for the insurance sector. RGI Group specialises in the development and implementation of modular insurance Policy Administration System solutions for all distribution channels. It has been a technologically innovative company since its inception in 1987 in Ivrea, in an area with a great industrial heritage and a deep-rooted culture of innovation, a constant feature along its industrial journey.

Camberview Partners

Private Equity Round in 2016
CamberView is the provider of investor-led advice to public companies on engagement and shareholder relations, activism and contested situations, sustainability and complex corporate governance matters. CamberView helps its clients succeed by providing unique insight into investors’ perspectives on long-term value creation, interpreting the evolving governance landscape and creating proactive strategies to stay ahead of investor challenges.

REPAY

Private Equity Round in 2016
REPAY is one of the fastest growing companies in the United States for the sixth consecutive year and currently ranked #1337 on the 2016 Inc. magazine’s 5000 List . REPAY is a rapidly growing payment processing services provider in the consumer finance industry offering a comprehensive line of solutions that include credit and debit cards, gift cards, ACH, bank account verification, electronic bill payment and instant funding. REPAY is headquartered in Atlanta and has locations in Chattanooga, Chicago, Fort Worth, and its technical team in Phoenix. REPAY’s management team has proven to be successful on several levels since inception by focusing on sales, risk mitigation, merchant support and utilization of its proprietary software platform.

Personal Capital

Series D in 2014
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

Williams and Glyn

Private Equity Round in 2013
The Williams & Glyn (“W&G”) business is comprised of branch-based retail and SME banking operations throughout the United Kingdom.

Personal Capital

Series C in 2013
Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by over 2.5 million customers. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. It was founded in 2009 and is headquartered in Redwood Shores, California.

NoteMachine

Acquisition in 2012
NoteMachine was founded in 2006 by Peter McNamara. The strategic aim of the business is the most efficient management of the ATMs in our the large estate, which is mostly owned by NoteMachine. This efficiency is achieved by superior logistics delivered through both in-house Cash-in-Transit and Engineering resources through out the UK. Key to this efficiency is the software whish is also developed in-house; this makes NoteMachine a world leader in its integrated approach to ATM management.

Kyobo Life Insurance

Private Equity Round in 2007
Kyobo Life Insurance Co., Ltd. (“Kyobo”) is a privately-held, unlisted life insurance company based in Korea that offers a broad range of savings and protection products targeted at middle- and upper-income consumers.

SPARTA Insurance

Private Equity Round in 2007
SPARTA's Policy Administration System is a state of the art, Web-based, .NET vendor developed and supported system implemented in 50 States and the District of Columbia for its targeted lines of business. The system’s featured functionality promotes efficiency, speed, ease of use, and is easily integrated into internal and external applications built with modern technology platforms.

Banco Hipotecario

Private Equity Round in 1999
Banco Hipotecario SA is an Argentina-based financial institution (the Bank) principally engaged in the banking sector. The Bank's offer includes current and saving accounts, mortgage, consumer and commercial loans, fixed-term deposits, credit and debit cards, financial advisory, cash management, export and project financing, leasing, as well as securities brokerage, among others. Its services are structured in two areas: Personal banking and Corporate banking. In addition, the Bank provides life and casualty insurance.
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