Gallatin Point Capital

Gallatin Point Capital LLC is a private investment firm based in Connecticut, founded in 2017 by Matthew Botein and Lee Sachs. The firm specializes in making opportunistic equity and debt investments in the financial services sector, focusing on financial institutions, services, and assets. Gallatin Point Capital aims to generate attractive risk-adjusted returns for its investors by identifying, organizing, or acquiring a diverse portfolio of businesses and other holdings, which it then intensively oversees.

Matthew Botein

Co-Founder and Managing Partner

Jerry Chang

Chief Operating Officer and Chief Financial Officer

Emmett Clarke

Investment Associate

Zhak Cohen

Managing Director

Faika Farhana

Senior Investment Associate

Jenevieve Lee

Managing Director

Mark Messing

Investment Associate

Jenevieve Mitchel

Managing Director

James Qian

VP

Lewis Andrew Sachs

Co-Founder and Managing Partner

Jack Stein

Investment Associate

Lance Toler

Managing Director

Derek Walker

Managing Director

Craig Wenzel

Managing Director

5 past transactions

Insurance Supermarket

Private Equity Round in 2022
Insurance Supermarket is a financial services firm that offers a range of consumer insurance and investment services. It provides its clients with financial stability by creating a financial solution that is customized to their budget, lifestyle, and demands at every stage of life. It was founded in 2009 and is based in Concord, Ontario.

Congressional Bank

Funding Round in 2021
Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.

Varo

Series D in 2020
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.

Pie Insurance

Series B in 2020
Pie Insurance Holdings Inc. provides online workers compensation insurance services for business owners. The company provides insurance against illness or injury, disability, and death. Pie Insurance Holdings Inc. also offers a price predictor which provides risk profile and price estimate to users. The company was founded in 2017 and is based in Washington, District Of Columbia.
Phoenix Holdings Ltd is an Israeli company established in 1949, specializing in a wide range of insurance products and financial services. The company offers various types of insurance, including life, health, disability, critical illness, personal accident, and property insurance. Additionally, it provides specialized coverage options such as travel, pet, and professional liability insurance. Alongside its insurance offerings, Phoenix Holdings also delivers financial services, including investment management for mutual funds and exchange-traded notes, brokerage services, and underwriting. Furthermore, the company manages pension, provident funds, and other savings products, positioning itself as a comprehensive provider of both insurance and investment solutions in the market.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.