Stone Point Capital

Stone Point Capital is a private equity firm that makes investments in businesses within the global financial services industry. Led by Charles A. Davis, Stephen Friedman, Meryl D. Hartzband, James D. Carey, David J. Wermuth and Nicolas D. Zerbib, they have an extensive track record of investing throughout various sectors of the financial services industry.
AA

Abbeygale Anderson

Associate

DA

Darran A. Baird

MD

KB

Kurt Bolin

MD

SJ

Scott J. Bronner

MD

VB

Vadym Budilovskyy

ASSOCIATE

James Carey

MD

MC

Matt Crimmins

VP

Charles Davis

CEO

SD

Sally DeVino

SVP and Treasurer

ND

Nikhil Dixit

VP

Christopher Doody

MD

JG

Jacqueline Giammarco

SVP and Chief Compliance Officer

AG

Anne Gilliland

Associate

RG

Richard Goldman

Principal and CFO

JS

Joshua S. Goldman

VP and COUNSEL

MD

Michael D. Gregorich

MD

RG

Rahul Guha

ASSOCIATE

AH

Adam Hamberg

VP

JR

James Robert Henderson

Principal and Co-Head of Marketing and Investor Relations

SH

Spencer Holtzman

VP

HL

Harrison L. Hunter

MD

BJ

Brian Jordan

ASSOCIATE

JK

Jimmy Kallickal

Assistant Controller

AK

Agha Khan

MD

SA

Samuel A. Kider

VP

SK

Sam Kider

Associate

SA

Stephen A. Levey

MD and COUNSEL

Jarryd B. Levine

MD

GL

Greg Lim

VP

Clarinda Lim

MD

RL

Ryan Lowe

VP

CM

Chip Mahoney

MD

MC

Mary Catherine Manin

VP

AM

Alex Mannherz

VP

JM

Jack Masterson

ASSOCIATE

JR

James R. Matthews

MD

MM

Madison Meehan

ASSOCIATE

FS

Fayez S. Muhtadie

MD

PM

Peter M. Mundheim

MD and COUNSEL

SM

Sivu Mzamo

ASSOCIATE

MP

Michael Perez

MD

TP

Tracey Polito

VP and Counsel

AR

Andrew Reutter

MD

JR

Justin Rispler

MD

EL

Eric L. Rosenzweig

MD

WS

William Santaniello

VP and Controller

DS

Dhruv Sarna

MD

DS

Dan Seder

Associate

LS

Lauren Seidman

MD

RS

Rory Shaw

VP

JS

John Shettle Jr.

Operating Partner

CS

Chris Stroup

Operating Partner

AK

Agnes K. Tang

Associate

CT

Chris Timchak

MD

AT

Amy Tran

ASSOCIATE

IU

Ian Uriguen

VP

KV

Karen Vaca

Associate

DW

David Wermuth

MD and GENERAL COUNSEL

NZ

Nicholas Zacchilli

ASSOCIATE

NZ

Nicolas Zerbib

MD

89 past transactions

Access Point Financial, Inc.

Seed Round in 2011
Access Point Financial is a specialty hotel finance company. Offering a full-service hospitality lending and advisory platform, APF provides financing to qualified franchisees of major hotel brands and independent boutique hotels throughout the United States and Canada. APF provides tailored loan and capital lease programs to meet the specific needs of each client.At Access Point Financial, Wright leads a team of industry veterans in hospitality finance. APF's senior management team is a who's who of hotel financing and investment professionals, including lenders formerly with GMAC, GE Capital, WestLB AG and Specialty Finance Group
New Ocean Capital Management Limited is a Bermuda-based asset manager with expertise investing in reinsurance risk products. New Ocean is focused on providing investors with risk-adjusted returns in the insurance and reinsurance convergence market.

Focus Financial Partners

Acquisition in 2017
Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.

Ascensus, LLC.

Acquisition in 2021
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. A division of Crump Group, Inc., a leading provider of retirement services and the largest, most diversified wholesale insurance distributor in the U.S., Ascensus services nearly 27,000 defined contribution plans in the micro to large markets and administers over 1.5 million IRAs.

Sabal Investment Advisors

Acquisition in 2018
Sabal Capital Partners and its commercial real estate lending and servicing subsidiaries and affiliates are focused in the small balance lending space and have originated nearly $3 billion nationally through their highly specialized wholesale lending platform. Sabal’s dedication to advancing the financial services industry has led to the development of SNAP™, an innovative platform designed for Sabal’s exclusive network of brokers and bank partners to enable increased revenue, exceptional borrower satisfaction and reduced effort navigating small balance loans, from origination to close.

gradient A.I.

Series B in 2021
gradient A.I., we’re tackling some of the most challenging problems within the insurance and healthcare industries while leveraging advanced data analysis and machine intelligence. You have the historical data and the deep understanding of the challenges. Our team will work with you to address these challenges using our product that prioritizes your needs. We strive to establish a true partnership to help you get the most out of our products and engineering expertise.

TriState Capital

Post in 2020
TriState Capital Holdings, Inc. operates as a bank holding company for TriState Capital Bank that provides various banking products and services for middle-market businesses and high-net-worth individuals in the United States. TriState Capital Holdings, Inc. is headquartered in Pittsburgh, Pennsylvania

Roostify

Series C in 2021
Roostify is a team of innovative thinkers on a mission to reinvent the lending experience so people can accelerate their future. We make the process of getting a loan easier and more efficient for borrowers and lenders alike. Processing nearly 20 billion a month in loans, Roostify serves lending institutions nationwide; from the largest of enterprise banks to thriving independent brokerages.

Wilton Re

Private Equity Round in 2004
Wilton Re is a provider of life insurance, reinsurance, and risk capital services. It specializes in the acquisition and management of blocks of in-force life insurance and annuities. Wilton Re was founded in 2004 and is headquartered in Wilton, Connecticut.

Enhanced Capital Group, Llc

Venture Round in 2014
Founded in 1999, Enhanced Capital Partners is a national investment firm with over $400 million under management specializing in investments in small and mid-size companies. Enhanced Capital provides a range of investment options to promote the growth and expansion of businesses. Our flexibility and practical investment approach can make the difference in maximizing the growth potential for a company poised for rapid growth.

Lone Wolf Real Estate Technologies

Private Equity Round in 2020
At Lone Wolf Real Estate Technologies, their goal is to provide the backbone for real estate brokerages across North America. Their mission is to provide their partners with the most comprehensive management and accounting solutions for their real estate office. Developing and leveraging our client relationships to enhance our programs, they embrace growth in their products and the skill set of our staff. In the ever changing world of real estate technology, Lone Wolf will be the Leader of the Pack!

Consilio

Acquisition in 2021
Every matter is unique. Every eDiscovery project introduces new challenges. What shouldn’t change is the service quality. Consilio combines world-class project management with industry-leading eDiscovery technology to deliver service excellence. At our core, we are problem solvers, and we seize the opportunity to overcome your most complex, global projects. Our clients tell us that our passion for perfection, disciplined approach, and scalable technology build the foundations that endure the tough times. Our innovative technology and deeply experienced project managers are what keep our clients coming back. Again and again, our clients tell us, “It is clear that Consilio has done this before and is in control.”

Eliassen Group, LLC

Acquisition in 2018
Eliassen Group, LLC operates as a technology staffing company. It offers contract and direct-hire staffing solutions to corporations, state government, and non-profit organizations. The company also provides electronic data management, technical, consulting, and training services for pharmaceutical, biotechnology, and medical device companies. It serves healthcare/pharmaceutical, financial services, government, education, life sciences, manufacturing, and software development companies. The company offers its services in New York, New Jersey, and North Carolina. Eliassen Group, LLC was formerly known as Eliassen Group, Inc. The company was founded in 1989 and is headquartered in Wakefield, Massachusetts with additional offices in New York, New York; and Philadelphia, Pennsylvania. It also has locations in Mansfield, Massachusetts; and New London, Connecticut.

NXT Capital

Venture Round in 2010
NXT Capital is led by former principals of Merrill Lynch Capital and Heller Financial and was formed in 2010 by Stone Point Capital and its founding management team. NXT provides structured financing solutions to mid-market and emerging growth companies through its Corporate Finance and Real Estate Finance groups.

Duff & Phelps, LLC

Acquisition in 2020
Duff & Phelps is a global valuation and corporate finance advisory firm, Duff & Phelps balances analytic skills, deep market insight and independence to help clients make sound decisions. The firm provides expertise in valuation, M&A and transaction advisory, restructuring, alternative asset advisory, disputes, taxation and transfer pricing. With more than 1,300 employees, Duff & Phelps serves clients from offices in North America, Europe and Asia.

Truepic

Series B in 2021
Truepic is the trust authority for visual media. Our mission is to speed up business, foster healthy civil societies, and push back against disinformation. We do this by bolstering the value of authentic photos and videos, while leading the fight against deceptive ones. Truepic pioneered "controlled capture" technology for a new breed of visual media: photos and videos that have verifiable origin, contents, and metadata. For traditional photos and videos, Truepic uses industry-leading image forensics to help customers evaluate their trustworthiness. Our promise is simple, yet profound: photos and videos you can trust.

Businessolver

Private Equity Round in 2021
Businessolver is an employee benefits administration technology company. Since 1998, they have been using top technology and real people to deliver market-changing benefit administration technology supported by an intrinsic responsiveness to client needs. They believe that, ultimately, people are at the heart of everything they do, and they care about each of them. They designed their technology and service model to deliver a personalized benefits journey, no matter what the individual needs, where they are, or when they need support. They help you take care of your employees, and help them get the most value from their benefits by holistically managing their health and wealth. Selecting appropriate benefits coverage is not always a logical, rational experience, and they help you educate them along the way. They take into account multiple influences when determining the “right” benefits as we walk with them through their personalized benefits journey.

Freedom Debt Relief

Funding Round in 2015
Freedom Financial Network is a family of companies providing innovative solutions that empower people to live healthier financial lives. For people struggling with debt, Freedom Debt Relief offers a custom program to significantly reduce and resolve what they owe more quickly than they could on their own. FreedomPlus tailors personal loans to each borrower with a level of customer service unmatched in the industry. Bills.com helps homeowners better understand their loan options and make smarter mortgage decisions. Based in San Mateo, California and Tempe, Arizona, FFN employs more than 2,000 people. The company has been voted one of the best places to work in both the San Francisco Bay area and the Phoenix area for several years. In 2016 and 2017, the company was ranked No. 1 in the Extra-Large category of its “Best Places to Work” awards program by the Phoenix Business Journal. The company is included in the Arizona Republic’s “100 Largest Employers in Arizona” list for 2018. Freedom Financial Network (www.freedomfinancialnetwork.com)

Enstar Group Limited

Acquisition in 2012
Enstar Group Limited acquires and manages insurance and reinsurance companies in run-off and portfolios of insurance and reinsurance business in run-off. The company also provides management and consultancy services, claims inspection services, reinsurance collection services, and other services to the insurance and reinsurance industry. It serves multinational company clients in Bermuda, the United States, the United Kingdom, Australia, and Europe. The company was formerly known as Castlewood Holdings Limited and changed its name to Enstar Group Limited as a result of its merger with The Enstar Group, Inc. in January 2007. Enstar Group Limited was founded in 2001 and is headquartered in Hamilton, Bermuda.
Safe-Guard Products International is a provider of after-market warranty products and services for new, used and leased motor vehicles. The Company's products and services protect consumers from the financial risks of owning an automobile, recreational vehicle, boat or motorcycle, while enhancing the consumer's ownership experience. Safe-Guard designs, markets and administers its products and services and sells them through a national network of independent agents who market to auto dealerships, vehicle leasing and financing companies, and other service contract producers.

Bullhorn

Private Equity Round in 2020
Bullhorn provides cloud-based CRM solutions for companies in business services industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users’ fingertips to give them everything they need to win customers and keep them happy. Today, Bullhorn serves more than 10,000 clients and 350,000 users, and its software solutions are used by some of the world’s most prominent business services enterprises to help increase sales, improve service delivery, and streamline operations. Headquartered in Boston, the company has offices in St. Louis, London, and Sydney, with 500 employees globally.

Bold Penguin

Series B in 2019
Bold Penguin is a commercial insurance exchange that connects customers, agents, and carriers to match the right quote in record time. With a heavy focus on the agents, Bold Penguin pushes the boundaries of user experience for businesses, an easy tool for agents, and a streamlined process of underwriting for carriers. The company operates an Exchange which utilizes a set of solutions to identify, triage, quote, and bind commercial insurance in a highly efficient and tech-enabled way. It plans to deliver on the platform enhancements which include more flexibility in how the core technology is leveraged by enterprise customers, expanding in excess and surplus lines. The Company offers a streamlined process of underwriting for carriers in commercial property and casualty insurance services. Bold Penguin was founded in 2016 and is headquartered in Columbus, Ohio, USA.
AMC is a nationwide residential and consumer loan due diligence, quality control, securitization review, MSR review, advance assessment, servicing oversight, technology, and consulting services provider. AMC’s market-leading team of mortgage professionals provide customizable solutions to financial institutions nationwide.

Millstein & Co., L.P.

Private Equity Round in 2015
Millstein & Co. is a financial services firm that develops solutions for complex corporate and public finance issues. They provide independent advice to both corporate and governmental clients facing challenging special situations, typically with respect to mergers, acquisitions, restructurings, capital raising and financial policy development and implementation. Drawing upon the skills of its experienced financial, legal and policy professionals, Millstein & Co. takes a uniquely multi-disciplinary approach to problem solving for its clients.

Grandpoint Bank

Venture Round in 2009
Grandpoint Bank is a full service commercial bank with assets of $3.2 billion focused on professionals, entrepreneurs, and privately held businesses. The Bank operates 14 banking offices in Southern California, Washington, and Arizona. Grandpoint Bank’s seven-branch network in L.A. and Orange counties is built on community bank lineages with proud histories, deep roots and enduring legacies. Its divisions, San Diego-based Regents Bank, Arizona’s Bank of Tucson and The Biltmore Bank of Arizona in Phoenix, retain separate, well respected brands, and regional autonomy in their markets. Grandpoint Bank is a wholly owned subsidiary of Grandpoint Capital, Inc., a bank holding company, headquartered in Los Angeles.

Applied Systems

Venture Round in 2018
Applied Systems is an innovative insurance software provider and a pioneer in agency management systems and data exchange between agencies, brokers, carriers, and their clients. It provides various services and products for its clients, including Epic, an agency and brokerage management system for insurance agencies to optimize business for growth and to build client relationships; TAM, an agency management software that allows agencies to manage day-to-day business operations; DORIS, an online agency management system that provides access to fundamental features, functions, and workflows needed to run an agency, including automated interface with various insurance carriers; and Vision, which enables agencies to manage complex business structures and complicated commercial lines of coverage, specialty lines of business, or non-traditional niche markets. Applied Systems also offers some additional services that include Performance Management, which accesses, aggregates, and analyzes multiple sources of raw data; and Mobile Producer, a mobile insurance application for producers that brings client, policy, and sales information to iPad or Android tablets. It serves insurance professionals, agencies, brokerages, and carriers in North America and internationally through its professional services, such as insurance consulting, data, education and training, and support services. Applied Systems was founded in 1980 and is headquartered in University Park, I.L. with additional offices in Ontario, Canada and East Sussex, United Kingdom.

SCS Financial

Venture Round in 2012
SCS Financial Services, LLC provides investment management services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. SCS Financial Services, LLC is based in Boston, Massachusetts. As of July 3, 2017, SCS Financial Services, LLC operates as a subsidiary of Focus Financial Partners Inc.

LegalShield

Acquisition in 2018
LegalShield provides access to legal services offered by a network of provider law firms to members and their family members.

Alliant

Funding Round in 2015
Alliant Insurance Services, Inc. is one of the largest insurance brokerage firms in the United States and has a history dating back to 1925. Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide, including public entities, tribal nations, healthcare, energy, law firms, real estate, construction, and other industry groups.

Carlile Bancshares

Seed Round in 2010
Carlile Bancshares invests in community banks throughout the Southwest that includes Texas, New Mexico, Oklahoma, and Colorado. It specializes in buying small to regional banks that are looking for shareholder alternatives.
Oasis Outsourcing was founded in 1996 as a subsidiary of The Wackenhut Corporation. Today, Oasis Outsourcing is the largest private PEO in the United States and is a leading provider of comprehensive and cost-effective HR services to SMBs. The Company provides HR services, such as HR administration and development, employee benefit plan management, full-service payroll administration, risk management, and staffing and recruitment to over 4,700 SMBs and more than 160,000 WSEs in all 50 states and Puerto Rico. Through its nationwide platform, Oasis provides its solutions to clients across a broad spectrum of industries, including business services, hospitality and retail, manufacturing, technology, and wholesale trade, among others.

Yadkin Bank

Post in 2009
Yadkin Bank is a full-service statechartered community bank providing services in 100 branches across North Carolina and upstate South Carolina. Serving approximately 130,000 customers, Yadkin has assets of $7.5 billion. Yadkin Bank's primary business is providing banking, mortgage, investment and insurance services to residents and businesses across the Carolinas. Yadkin Bank provides mortgagelending services through its mortgage division, Yadkin Mortgage, headquartered in Winston-Salem, NC. Yadkin Bank's SBA Lending (Government Guaranteed Lending) is headquartered in Charlotte, NC. Yadkin Financial Corporation's website is www.yadkinbank.com. Yadkin Financial Corporation's common stock is traded on the NYSE under the symbol YDKN.
Eagle Point Credit Company Inc. is a closed ended fund launched and managed by Eagle Point Credit Management LLC. It invests in fixed income markets of the United States. The fund invests equity and junior debt tranches of collateralized loan obligations consisting primarily of below investment grade U.S. senior secured loans. Eagle Point Credit Company Inc. was formed on March 24, 2014 and is domiciled in the United States.

Gordon Brothers Group, LLC

Venture Round in 2018
Founded in 1903, Gordon Brothers Group (www.gordonbrothers.com) is a global advisory, restructuring and investment firm specializing in the retail, consumer products, industrial and real estate sectors. Gordon Brothers Group maximizes value for both healthy and distressed companies by purchasing or selling all categories of assets, mitigating leases, appraising assets and operating businesses for extended periods. Gordon Brothers Group conducts over $70 billion worth of transactions and appraisals annually. As of November 2014, debt financing is provided by Gordon Brothers Finance Company (www.gbfinco.com).

First Associates

Venture Round in 2016
Vervent sets the standard of outperformance in complex service industries by delivering superior industry expertise, future-built technology and meaningful services that are built for speed. Our solutions - Loan Servicing, Lease Servicing, Backup Servicing, Call Center Services and Third-Party Collections - empower companies to accelerate business and drive compliance. Accelerate with us.
Archipelago uses AI to digitize risk for large owners of commercial property to increase their resiliency and lower their total cost of risk, including by improving their insurance outcomes.
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a “Best Place to Work” in multiple regions and as a “Best Place to Work in the Insurance Industry” nationally. EPIC now has more than 1,400 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients. With roughly $400 million in run rate revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners , the company continues to expand organically and through strategic acquisitions across the country.
Covr Financial Technologies, Inc. operates as a digitally enabled brokerage general agency (BGA) that provides life, long-term care, and disability insurances for financial institutions, their advisors, and their customers. It offers Covr Advisor digital platform for financial advisors to meet their clients’ life insurance needs that allows the advisors to select the needed product, including life, long-term care, or disability coverage. The company also provides Covr Consumer digital platform for banks and credit unions to sell life insurance online. In addition, it offers Covr Insights to manage, track, and analyze existing in-force life insurance policies. The company was founded in 2013 and is based in Boise, Idaho.

American Orthopedic Partners

Seed Round in 2021
American Orthopedic Partners focuses on enhancing clinical value and access for each of its patients, employers, and payors. It offers orthopedists an exclusive opportunity to maintain local control, collaborate on national initiatives, and access resources to grow their practices. Its physician-owned partnership model fuels value creation, clinical innovation, and orthopedic excellence. It was founded in 2020 and is based in Palm Beach Gardens, Florida.

Bay Point

Funding Round in 2006
Bay Point Holdings Limited is a special purpose “side car” vehicle formed to reinsure the short-tail business written by Harbor Point Limited, a former Trident portfolio company.

Amherst Holdings

Venture Round in 2008
Amherst is a data, analytic, and research focused financial services holding company with expertise in the real estate, mortgage, and related structured finance markets. It was founded in 2012 and is based in Austin, Texas.

C3/CustomerContactChannels, Inc.

Venture Round in 2011
C3/CustomerContactChannels is a contact center provider for corporations who view outsourcing objectives as a strong component.

Harbor Community Bank

Seed Round in 2010
Harbor Community Bank operates as a financial services company. Harbor Community Bank offers a full range of retail, small business, and commercial banking products and services.

First Associates

Acquisition in 2019
Vervent sets the standard of outperformance in complex service industries by delivering superior industry expertise, future-built technology and meaningful services that are built for speed. Our solutions - Loan Servicing, Lease Servicing, Backup Servicing, Call Center Services and Third-Party Collections - empower companies to accelerate business and drive compliance. Accelerate with us.

James River

Seed Round in 2002
James River Group Holdings, Ltd., through its subsidiaries, provides specialty insurance and reinsurance services in the United States. It operates through Excess and Surplus Lines, Specialty Admitted Insurance, and Casualty Reinsurance segments. The Excess and Surplus Lines segment underwrites liability and property insurance on an excess and surplus commercial lines basis in all states and the District of Columbia. This segment distributes its insurance policies primarily through wholesale insurance brokers. The Specialty Admitted Insurance segment provides workers’ compensation coverage for building trades, healthcare employees, goods and services, light manufacturing, specialty transportation, agriculture, and fronting and program business. The Casualty Reinsurance segment offers proportional and working layer casualty reinsurance to third parties and unaffiliated insurance companies. James River Group Holdings, Ltd. was founded in 2002 and is headquartered in Pembroke, Bermuda.

Omni New York LLC

Venture Round in 2014
Omni New York LLC, a real estate company, engages in the development, revitalization, leasing, and management of housing properties in New York, Wyoming, and Massachusetts. The company was founded in 2004 and is based in New York, New York.

Branch Financial

Series A in 2020
Branch Insurance is a Columbus, Ohio-based technology-driven home and auto insurance company. Branch utilizes innovative technology to make bundling home and auto insurance online quicker and easier than ever before. By tapping into the power of community, Branch is on a mission to make insurance more accessible and affordable for everyone. Branch was founded in 2017 by insurance veteran Steve Lekas and tech entrepreneur Joe Emison, and is headquartered in Columbus, Ohio.

Atlantic Capital Bank

Venture Round in 2007
Atlantic Capital Bank is differentiated by the caliber and experience of our people. We have built the finest team of bankers in the Atlanta market. Each of our bankers has, on average, 25 years of experience in the banking industry. This expertise, combined with a passion for service and a deep understanding of our clients' unique needs, is what makes us different. Read the biographies of our people and learn more about our deep industry experience.

Kestra Financial

Acquisition in 2016
Kestra Financial, Inc. provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. With a culture rich in reinvention and advisor advocacy, we’ve developed integrated business management technology that, combined with our personalized consulting services, offers exceptional scale and efficiency. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial,

Retrace

Series A in 2020
Retrace Labs Inc. develops an artificial intelligence-based predictive analytics platform that provides real-time data for dental decision-making. Its platform reduces the oral disease burden for health plans, providers, and patients. The company’s solutions include financial analytics, medical and dental analytics, cybersecurity, smart medicine, business intelligence, and domain. Retrace Labs Inc. was incorporated in 2017 and is based in San Francisco, California with an additional office in Manhattan, New York.

PrismHR

Private Equity Round in 2019
PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs) to deliver world-class payroll, benefits and HR to small and medium sized businesses. PrismHR software is used by more than 88,000 organizations and 2.2 million worksite employees, processing greater than $80 billion in payroll each year. For more information, visit www.prismhr.com.

uSens

Seed Round in 2015
uSens, Inc. develops and manufactures human-computer interaction solutions in the United States. The company offers Fingo, which consists of a small sensing devices and a set of algorithm analysis software that captures a series of fingers’ gestures and activities; and uSensAR, a smartphone augmented reality (AR) engine for low-end cameras, sensors, and IMUs. Its products are used to control PC, all-in-one machine, smart TV, wearable devices, intelligent household, electronic signage, large screen, three-dimensional display, large size projection, 3D holographic projection, and others. The company also develops Simultaneous Localization and Mapping (SLAM) based mobile inside-out 6DOF positional tracking solution that provides developers with a solution to create content that allows users to feel present and immersed in virtual worlds. uSens, Inc. was founded in 2013 and is based in San Jose, California.

CoreLogic

Acquisition in 2021
CoreLogic is a provider of consumer, financial and property information, analytics and services to business and government. The company combines public, contributory and proprietary data to develop predictive decision analytics and provide business services that bring dynamic insight and transparency to the markets it serves. CoreLogic has built the largest and most comprehensive U.S. real estate, mortgage application, fraud, and loan performance databases and is a recognized leading provider of mortgage and automotive credit reporting, property tax, valuation, flood determination, and geospatial analytics and services. More than one million users rely on CoreLogic to assess risk, support underwriting, investment and marketing decisions, prevent fraud, and improve business performance in their daily operations. Formerly, the information solutions group of The First American Corporation, CoreLogic began trading under the ticker CLGX on the NYSE on June 2, 2010. The company, headquartered in Santa Ana, Calif., has more than 10,000 employees globally with 2010 revenues of $1.6 billion.

Mitchell International, Inc.

Private Equity Round in 2018
Mitchell International, Inc. was recently named as the No. 1 Software Company in San Diego, based on the number of full-time employees, which is now approaching the 2,000 milestone. Mitchell continues to grow its workforce opportunities within San Diego as well as other great cities including Irvine, Toronto, San Francisco, Rochester, Coppell, Evansville, and Albuquerque. The company offers a competitive compensation and benefits package including outstanding career growth opportunities and has been recognized as one of the Fastest Growing Companies in San Diego.

Applied Systems

Private Equity Round in 2017
Applied Systems is an innovative insurance software provider and a pioneer in agency management systems and data exchange between agencies, brokers, carriers, and their clients. It provides various services and products for its clients, including Epic, an agency and brokerage management system for insurance agencies to optimize business for growth and to build client relationships; TAM, an agency management software that allows agencies to manage day-to-day business operations; DORIS, an online agency management system that provides access to fundamental features, functions, and workflows needed to run an agency, including automated interface with various insurance carriers; and Vision, which enables agencies to manage complex business structures and complicated commercial lines of coverage, specialty lines of business, or non-traditional niche markets. Applied Systems also offers some additional services that include Performance Management, which accesses, aggregates, and analyzes multiple sources of raw data; and Mobile Producer, a mobile insurance application for producers that brings client, policy, and sales information to iPad or Android tablets. It serves insurance professionals, agencies, brokerages, and carriers in North America and internationally through its professional services, such as insurance consulting, data, education and training, and support services. Applied Systems was founded in 1980 and is headquartered in University Park, I.L. with additional offices in Ontario, Canada and East Sussex, United Kingdom.

Eden Health, Inc.

Series B in 2020
Eden Health is a primary care and insurance navigation company for employers, designed to elevate the health and wellbeing of employees everywhere. It helps employees navigate today’s complicated healthcare landscape across insurance, primary care and mental healthcare, so they can make smart, well-informed, and cost-conscious decisions.

Verance Corporation

Venture Round in 2002
Verance Corp develops technologies and solutions that protect, manage, and enhance the use of premium entertainment content.

Ten-X, LLC

Venture Round in 2013
Ten-X provides an online real estate marketplace allows people to buy and sell commercial and residential real estate properties online using desktop and mobile technology. It buys and sells residential and commercial properties. Ten-X lets buyers, sellers, and real estate professionals search, list, and transact properties completely online. Jeffrey Frieden, Monte Koch, and Robert Friedman founded Auction in 1990 that became Ten-X in January 2016, with its headquarters is in Irvine in California.

Preston Hollow Capital, LLC

Private Equity Round in 2015
Preston Hollow Capital, LLC is a private equity and venture capital firm specializing in growth capital, mezzanine debt or equity investments and municipal specialty finance. It invests in fixed income and alternative investing. The firm is focused in certain sectors of the municipal bond market that include real estate, senior living, K-12, education, healthcare, infrastructure, general government and economic development. Its typical investment size is $10 million to $100 million. Preston Hollow Capital, LLC was founded in January 2014 and is based in Dallas, Texas.

Equator Technologies, Inc.

Venture Round in 2003
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.

Grace Hill, Inc.

Acquisition in 2018
Grace Hill was founded in 1998 by Joe Bailey, Joleen Brannigan and Kara Rice, all former employees of Merry Land & Investment Company, one of the original apartment REITs from the 1980's. Since its inception, Gracehill.com has provided education and networking opportunities for members of the multifamily industry. Gracehill.com's Membership roll has grown to include 417,286 members worldwide which include multifamily associates representing every job description and every state in the Union. In addition, more than 850,000 courses are taken each year from Gracehill.com, making it the leader in providing affordable and easy access to the best in online training for multifamily employees worldwide.

Situs

Acquisition in 2015
Since 1985, Situs has been the premier, global provider of end-to-end commercial real estate and loan advisory services and integrated solutions, offering customized services to leading financial institutions, investors, owners, and developers. They offer a wide array of services, including enterprise and process improvement, capital markets and commercial real estate advisory, primary and special servicing, and creative staffing solutions.
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.

Inigo Ltd.

Private Equity Round in 2020
Inigo Limited provides specialty re-insurance and insurance products. The company offers products under property, terrorism and political violence, and financial lines and casualty insurance categories. Inigo Limited was incorporated in 2020 and is based in Bracknell, United Kingdom.

AltaReturn

Acquisition in 2015
Allvue is the market leader in software solutions to the Private Capital and Fixed Income markets. Formed by the combination of AltaReturn and Black Mountain, Allvue helps over 400 fund managers, LPs, administrators, banks, and insurance companies with their fund accounting, investor reporting, portfolio management, data aggregation and compliance needs. Available as an integrated end-to-end suite or as independently licensed modules, Allvue helps eliminate the boundaries between systems, information, and people to get the right information to the right people - when they need it. Over $2.5 trillion in capital is managed using the Allvue platform.

PrismHR

Acquisition in 2019
PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs) to deliver world-class payroll, benefits and HR to small and medium sized businesses. PrismHR software is used by more than 88,000 organizations and 2.2 million worksite employees, processing greater than $80 billion in payroll each year. For more information, visit www.prismhr.com.

Equator Technologies, Inc.

Series D in 2000
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.

Hyphen Solutions, Ltd.

Private Equity Round in 2020
Founded in 1998, Hyphen Solutions, LLC built and currently operates the largest and only software as a service application serving a North American client base of residential homebuilders, their suppliers, distributors and manufacturers. The company offers a suite of integrated Home Builder applications which provide enterprise tools, including electronic "task" level scheduling, document management, vendor bidding, purchase order/contract management, on-site inspections, storm water management, work acceptance/re-work, change order processing, warranty management, electronic payment processing, lien waivers and ACH cash transfers.

Rialto Capital Management

Acquisition in 2018
Rialto Capital Management LLC is a real estate investment arm of Lennar Corporation. It seeks to invest in distressed residential and commercial real estate asset investment, management, multifamily, workouts, and turnaround strategies in the United States and internationally. It focuses on raising, investing and managing third party capital, originating and securitizing commercial mortgage loans. Rialto Capital Management LLC was founded in 2007 and is based in Miami, Florida.

Genex Services, LLC

Acquisition in 2018
GENEX Services, Inc. provides managed care services to insurers, employers, and third party administrators in North America. It offers workers’ compensation and disability management solutions that include catastrophic case management, vocational case management, utilization review, independent medical examinations, physician advisor services, comprehensive pharmacy review, employer services, Medicare set-aside, short-term disability/long-term disability, and certified managed care plans; and medical cost containment solutions, such as medical review, bill negotiation, broad-based networks, medical diagnostic network, physical therapy network, pharmacy benefit management, and choice provider network services. The company also provides social security representation program and specialized non-occupational disability management services to employers; and integrated risk management solutions that include claims analysis, predictive modeling, and compliance and state reporting. It also serves insurance carriers, managed care and healthcare organizations, self-administered companies, state funds, and reinsurers. GENEX Services, Inc. was formerly known as General Rehabilitation Services, Inc. and changed its name to GENEX Services, Inc. in December 1994. The company was founded in 1978 and is headquartered in Wayne, Pennsylvania. It has locations in the United States, Puerto Rico, and Canada. GENEX Services, Inc. is a former subsidiary of Unum Group.

LTCG

Acquisition in 2014
LTCG is a leading provider of business process outsourcing to the insurance industry, with an emphasis on supporting long-term care products. LTCG serves over 50 insurers, including all of the top 10 carriers in the long-term care market. The company offers complete administrative support, including application processing, underwriting, policy administration, and claims and care management, as well as health and functional assessments. In addition, LTCG provides clients with unique insight about risk management built upon the industry’s largest database of long-term care underwriting and claims.