MetLife

MetLife is a prominent global provider of insurance, annuities, and employee benefit programs, serving approximately 90 million customers across more than 60 countries. Founded in 1868, the company is the largest life insurer in the United States and has established a significant presence in markets such as Japan, Latin America, and Europe. MetLife offers a diverse range of products, including life, dental, disability, and long-term care insurance, as well as various annuities and auto and home insurance. The company operates through several segments, including Insurance Products, Retirement Products, Corporate Benefit Funding, and Banking. MetLife also engages in private placements and real estate investments through its subsidiary, MetLife Investment Management. With a focus on customized solutions, MetLife has built a strong reputation for meeting the funding needs of issuers efficiently. The company went public in 2000 after transitioning to a mutual structure in 1915, and it continues to play a vital role in the financial well-being of its policyholders and clients.

Marlene Debel

Chief Risk Officer, Executive Vice President and Member of the Executive Leadership Team

Nick Milnes

Director and Head of Asia and Europe Private Equity

Cyndi Mosquera

Associate Director, Private Equity Investments

Todd Stockton

Vice President and CFO - Capital Markets Group

20 past transactions

bolttech

Series B in 2023
Bolttech is a technology company that specializes in building a digital ecosystem for insurance and protection products. It offers a platform that utilizes artificial intelligence to enhance the point-of-sale experience for users. The company's services encompass a wide range of insurance options, including device protection, travel, motor, property, and life insurance. By integrating digital and data-driven capabilities, Bolttech facilitates seamless connections between insurers, distributors, and customers, streamlining the process of buying and selling insurance products. This focus on efficiency and accessibility allows clients to easily engage with various insurance and protection offerings.

Home Lending Pal

Grant in 2020
Home Lending Pal built the first Automated Mortgage Advisor that simulates buying a home with multiple lenders to determine mortgage approval odds and affordability impact based on lifestyle. HLP merges online data from trusted sources to streamline application, reduce the need to scan paper documents, and simplify the home buying process with data-driven workflows, AI and blockchain technology. We educated borrowers on homeownership options while collecting underwriting documents at scale for lenders.

Versant Health

Acquisition in 2020
Versant Health managed eye health and vision care plan for members, clients, brokers, and eye care professionals in the industry. The company has more than 35 million members nationwide, Versant Health is one of the nation’s leading managed vision care companies. Through its products – Davis Vision and Superior Vision – it covers the entire spectrum, from routine benefits to medical management. In 2017, Versant was formed after Superior Vision and Davis Vision was combined by Centerbridge, which it acquired in 2016 and 2017 respectively.

Finclude

Grant in 2020
Finclude offers financial well being services that empower EU citizens fair access to credit and expand the retail credit markets for financial institutions.
Minerva Neurosciences is a clinical-stage biopharmaceutical company focused on the development and commercialization of a portfolio of product candidates to treat central nervous system (CNS) diseases. Our goal is to transform the lives of patients with improved therapeutic options and a patient-centric focus. Leveraging extensive domain expertise, we have identified and acquired or in-licensed a portfolio of development-stage proprietary compounds with innovative mechanisms of action.

Willing

Acquisition in 2019
Willing is an online legal service that simplifies the process of end-of-life planning, making it accessible and affordable for all. The platform provides users with tools to create wills and living wills quickly, allowing them to secure their estate plans in just minutes. Additionally, Willing assists users in comparing costs for funeral homes and cemeteries, facilitating informed decisions regarding their end-of-life arrangements. By focusing on user-friendly solutions, Willing helps individuals protect their families and assets while saving time and money.

Monetus

Grant in 2019
Monetus Investimentos LTDA, based in Brazil, is transforming the investment landscape by focusing on financial planning and personalized investment strategies. The company aims to empower individuals to achieve their financial goals through tailored portfolio recommendations and expert guidance. With a commitment to enhancing financial well-being, Monetus has already impacted over 60,000 Brazilians. Recognized for its innovative and socially responsible approach, the company has been featured in notable publications such as Valor Econômico, Forbes, and Inc. Magazine. Situated in San Pedro Valley, a prominent startup hub in Latin America, Monetus has attracted venture capital from leading financial executives, including founders of billion-dollar hedge funds. Its mission is to help clients better manage, protect, and grow their wealth through technology and design-driven solutions.

MicroVest

Debt Financing in 2018
MicroVest is a private equity firm based in Bethesda, Maryland, that focuses on investments in small and medium-sized enterprises worldwide. Established in 2003, the firm primarily invests in low-income financial institutions, including microfinance institutions, consumer finance companies, and banks that support small and medium enterprises. MicroVest typically commits between $0.1 million and $15 million to its portfolio companies, utilizing various investment structures such as debt, equity, loan guarantees, and quasi-equity sub-debt. The firm has a global investment mandate, with a preference for regions including the Middle East, Latin America, Central America, Mexico, the United States, Canada, Europe, Eastern Europe, Asia, and the Indian Sub-Continent. MicroVest aims to create a positive social impact while providing investors with unique opportunities in underserved markets.

Hip Money

Grant in 2018
Hip Money Pty Ltd. is a financial technology company based in Brisbane, Australia, founded in 2017. The company focuses on developing the Hip Money application, designed to facilitate the rapid elimination of mortgages and improve financial health for Australians. Hip Money emerged after receiving the Advance Queensland Hot DesQ grant in October 2017. In May 2018, the company engaged in a year-long collaboration with the Bank of Queensland, working with their innovation team to enhance customer savings and overall financial well-being. As of September 2019, Hip Money operates as a subsidiary of Frollo.

Wireless Infrastructure Group

Debt Financing in 2018
Wireless Infrastructure Group is an independent infrastructure company. We build and operate communication towers and other wireless infrastructure to enable the connection between networks and the communities that rely on their services. WIG was launched as an independent infrastructure company in 2006. The telecoms sector is dominated by a handful of very large companies and WIG has brought competition, innovation and greater efficiency to the market. The business has grown steadily on the back of significant investment and an entrepreneurial approach to developing shared wireless infrastructure. AlvahSince 2006 we have built new infrastructure across the UK and also acquired under-managed infrastructure from a wide range of sources including utilities, mobile operators and police forces. We now have more than 2,000 shared communication infrastructure assets in our portfolio and have recently started operations in Republic of Ireland and the Netherlands.

Frollo

Grant in 2018
Frollo is a purpose-driven fintech organization focused on enhancing financial wellbeing for individuals and small businesses. It offers a free financial wellbeing app available on both iOS and Android that provides users with actionable insights and gamified experiences to improve their financial management. The app has received recognition for its contributions to financial inclusion, having won awards such as the Metlife Financial Inclusion award. In addition to its consumer offerings, Frollo collaborates with financial institutions to facilitate innovation and expedite the introduction of new features through its API-enabled platform. This platform utilizes open banking data and supports seamless implementation, catering to a range of clients, including neobanks, traditional banks, and lenders. Frollo has been selected as one of ten companies in Australia to participate in the Government Open Banking Pilot, further underscoring its commitment to driving advancements in financial technology.

Enigma

Series C in 2018
Enigma Technologies, Inc. is a New York-based operational data management and intelligence company that offers a comprehensive searchable database of public records and documents. Its core offerings include Enigma Data Infrastructure, which encompasses tools for data operations and search capabilities, and Enigma Solutions, tailored products and services for industries such as financial services, healthcare, and insurance. The company provides analysis-ready public data and operates Enigma Labs to develop open data tools for public use. Additionally, Enigma offers an application programming interface (API) to facilitate application development and various data services, including entity resolution and custom data acquisition. By delivering timely and accurate insights into small businesses' identities and risk profiles, Enigma supports organizations like American Express and PayPal in making informed operational decisions. Founded in 2011, Enigma continues to bridge the gap between data and workflows, enhancing decision-making processes across sectors.

OpSeeker

Grant in 2018
OpSeeker is a web application that allows you to improve your investments and savings using fictitious money and helps you improve your financial health. Using fictitious money, OpSeeker can simulate your long term investments. That way we work with the most important variable in investment - the psychological one.

Change Machine

Grant in 2018
Change Machine builds financial security for low-income communities for people-powered technology. We champion the aspirations of individuals who are most economically disadvantaged by oppressive public policies and practices. Since our founding in 2005, our products and practices have set the national standard for inclusive financial coaching. Over 6,000 practitioners across 46 states have used our platform to build their practice, connect with each other, and amplify their impact.

Logan Circle Partners

Acquisition in 2017
Logan Circle is an institutionally focused asset management firm. The firm was founded as a fixed-income specialist with the vision of creating an investment firm focused on two objectives: investment performance and client service. Logan Circle remains committed to these goals as the firm has grown to offer a breadth of fixed-income strategies designed to meet the changing needs of our clients.
Alico alone is one of the largest and most diversified international insurance companies in the world: 20 million people in over 50 countries look to us for their insurance and savings needs. Our proud history of successful growth spans nearly 90 years, and we’ve become a global business by treating our customers as individuals and serving them locally.

SafeGuard Health Enterprises

Acquisition in 2008
SafeGuard Health Enterprises is a privately held ocmpany introduce the concept of managed care dental products. SafeGuard, through its subsidiaries, provides DHMO, PPO, and Administrative Services Only (ASO) dental plans as well as vision plans to its membership. In the over 30 years that SafeGuard has been an industry leader, membership has increased to 1.8 million.

Grand Bank

Acquisition in 2000
Grand Bank, established on March 1, 2002, in Hamilton Square, New Jersey, focuses on providing personalized banking services to its customers. With a commitment to fostering strong relationships, the bank offers individualized attention at its teller stations. Grand Bank specializes in commercial, residential, and small business lending, providing a comprehensive range of products including electronic and mobile banking, savings accounts, certificates of deposit, mortgage loans, and home equity loans. The bank operates with an emphasis on extraordinary customer service and community involvement, maintaining active memberships in various local banking and business associations. Grand Bank opened its latest branch on Route 33 in Hamilton in 2013 and has been recognized as a leading Small Business Administration lender in 2015.
GenAmerica offers life insurance products and services to the high net worth individuals, small business owners, and corporate clients. It is a subsidiary of MetLife. GenAmerica was founded in 1933 and is based in St Louis, Missouri.

Security First Group, Inc.

Acquisition in 1997
Security First Group, Inc. (SFG), a Los Angeles-based subsidiary that will serve as MetLife's key organization to design, manufacture and distribute financial services products through financial intermediaries, including NASD firms, NY wirehouses, regional investment firms as well as banks and credit unions.
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