Lincoln Financial Group

Lincoln Financial Group, founded in 1905 and headquartered in Radnor, Pennsylvania, operates a diverse range of financial services focused on insurance and retirement solutions in the United States. The company is structured into four primary segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment provides various products, including variable, fixed, and indexed annuities. Retirement Plan Services offer employers products and services within the defined contribution market, including plan recordkeeping and compliance testing. The Life Insurance segment delivers a range of life insurance options, such as term and universal life insurance, along with critical illness and long-term care riders. The Group Protection segment focuses on group non-medical insurance, providing services like disability coverage and life insurance benefits for employers. Lincoln Financial Group distributes its products through a network of brokers, consultants, and financial advisors, aiming to help individuals secure their financial futures.

Adam Wilson

Vice President of strategic Partnerships, vendor and platform management

5 past transactions

Policygenius

Series E in 2022
Policygenius Inc. is an online insurance brokerage based in New York that specializes in providing a range of insurance products, including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014, the company operates a digital marketplace that allows users to review, research, and compare insurance quotes. This platform aims to assist individuals in finding the appropriate insurance coverage tailored to their needs and budget. Additionally, Policygenius offers online insurance checkup services, further enhancing its commitment to helping customers navigate the complexities of insurance and financial protection.

Digital Alloys

Series B in 2018
Digital Alloys, Inc. is a company based in Burlington, Massachusetts, that specializes in the development and manufacturing of advanced metal 3-D printers. Founded in 2017 as a spinout from New Valence Robotics, the company focuses on high-speed, multi-metal additive manufacturing systems capable of producing production-quality parts from various metals at a significantly lower cost than traditional methods. Its patented technology utilizes commodity wire as the raw material, allowing for a simpler and faster process for melting wire into useful shapes. This innovative approach enables manufacturers to mix multiple metals within a single part, enhancing design possibilities and optimizing the thermal, electrical, magnetic, and mechanical properties of the products created. Digital Alloys aims to make metal 3D printing more accessible for a wider range of applications.
The Weatherspoon Art Museum at The University of North Carolina at Greensboro enriches the lives of diverse individuals and connects multiple communities, both on and off campus, by presenting, interpreting, and collecting modern and contemporary art. In recognizing its paramount role of public service, the Weatherspoon fosters an appreciation of the ability of art to positively impact lives.
Liberty Life Assurance Company of Boston provides non-credit life insurance products, annuities, and structured settlement annuities. The company offers permanent, term, and variable life insurance products. It sells its products through banks, distribution systems, and customer bases of other organizations.
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