Stone Point Capital

Founded in 2016, Lincoln Property Company, Europe is a Prague-based real estate firm that focuses on commercial and residential properties.

IEQ Capital, LLC is a privately owned hedge fund manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals and charitable organizations. The firm invests in the public equity and fixed income markets. The firm employs combination of fundamental, technical and cyclical analysis to make its investments. IEQ Capital, LLC was founded in 2019 and is based in Foster City, California with additional office in Los Angeles, California. IEQ Capital, LLC operates as a subsidiary of IEQ Holdings, LLC.

Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency that specializes in providing life, long-term care, and disability insurance solutions for financial institutions and their clients. Founded in 2016 and based in Boise, Idaho, Covr offers a range of digital platforms, including Covr Advisor for financial advisors, Covr Consumer for banks and credit unions to sell insurance online, and Covr Insights for managing in-force life insurance policies. The company serves over 24,000 financial advisors and approximately 13 million customers across 30 financial institutions, such as wealth management firms and credit unions. Covr's technology empowers financial professionals to address their clients' insurance needs effectively while facilitating direct access to products for consumers. The company has garnered the support of prominent venture capital firms and boasts an advisory board composed of notable leaders from the financial services sector.

Businessolver, Inc. is an employee benefits administration technology company that provides a comprehensive online platform for managing employee benefits. Founded in 1998 and headquartered in West Des Moines, Iowa, Businessolver offers a Software as a Service (SaaS) solution that includes benefits enrollment, payroll and billing, compliance, reporting, and analytics. The platform also features tools designed for employees, such as a recommendation engine, mobile application, and various engagement products. To enhance user experience, Businessolver has developed Sofia, a machine learning-based online assistant that supports employees in navigating their benefits. The company serves diverse sectors, including technology, healthcare, education, and government, with a commitment to personalized service and responsiveness to client needs. Its goal is to empower employees to maximize the value of their benefits through a tailored and supportive benefits journey.

Truepic, Inc. is an image authentication platform based in La Jolla, California, founded in 2014. The company specializes in verifying images and videos, serving various sectors including insurance, property management, beauty, health and wellness, online sales, and journalism. Truepic has developed pioneering "controlled capture" technology that ensures the verifiable origin, contents, and metadata of visual media. This technology enhances the authenticity of photos and videos, addressing the growing concerns around disinformation. Additionally, Truepic employs advanced image forensics to assist clients in assessing the trustworthiness of traditional visual content. The company's mission focuses on promoting the value of authentic media while combating deceptive imagery, thereby fostering trust in visual communications.

American Orthopedic Partners, founded in 2020 and based in Palm Beach Gardens, Florida, operates a physician-led orthopedic care practice dedicated to enhancing clinical value and access for patients, employers, and payors. The organization provides orthopedists with the opportunity to maintain local control while collaborating on national initiatives and accessing resources to grow their practices. This model fosters value creation and clinical innovation, enabling the organization to effectively serve the needs of commercial and workers' compensation payors by helping to reduce claims costs. Through its focus on physician engagement and excellence in orthopedic care, American Orthopedic Partners aims to improve overall patient outcomes while supporting the sustainability of local practices.

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.

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.”

Archipelago Analytics, Inc., based in San Francisco, California, was incorporated in 2018 and specializes in utilizing artificial intelligence to enhance risk management for large commercial property owners. The company's platform digitizes risk data, facilitating improved insurance outcomes and overall resilience. By enabling the efficient movement of critical information through the insurance value chain—from clients to brokers and capacity providers—Archipelago aims to lower the total cost of risk for its users, ensuring they receive timely and relevant data to make informed decisions.

Gradient AI develops artificial intelligence and machine learning-based software solutions tailored for the insurance industry. Founded in 2018 and based in Cambridge, Massachusetts, the company offers a technology infrastructure platform that includes dashboards and visualizations for insurance underwriters and adjusters. Its claims management solutions aid in tracking complex claims, predicting incurred costs, and automating decision-making processes, while its underwriting solutions focus on automating underwriting, setting precise premiums, and identifying risks. The platform integrates seamlessly with clients' existing claims and underwriting systems through API, enabling efficient workflows and enhanced decision support. By leveraging advanced data analysis, Gradient AI aims to address critical challenges within the insurance sector, thereby improving operational efficiency and profitability.

Provider of customized benefits, medical management and cost control strategies intended for self-insured employer groups across the United States. The company offers network options, pharmacy and care management strategies, thereby enabling its clients to reduce costs and drive enhanced member satisfaction.

CoreLogic is a provider of consumer, financial, and property information, analytics, and services tailored for businesses and government entities. The company integrates public, contributory, and proprietary data to create predictive decision analytics, offering insights that enhance transparency in various markets. CoreLogic maintains the largest U.S. databases for real estate, mortgage applications, fraud, and loan performance, making it a recognized leader in areas such as mortgage and automotive credit reporting, property tax, valuation, flood determination, and geospatial analytics. Over one million users depend on CoreLogic's services to evaluate risk, support underwriting, and improve investment and marketing strategies while preventing fraud. Headquartered in Santa Ana, California, the company serves real estate professionals, financial institutions, insurance carriers, and government agencies, providing comprehensive data and analytics to assist clients in finding, purchasing, and protecting their homes.

Roostify, Inc. is a digital mortgage platform that enhances the home lending experience for both borrowers and lenders. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse range of clients, including enterprise banks, independent brokers, and lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing users to easily share and track information, documents, and transactions. With the ability to process nearly $20 billion in loans monthly, Roostify aims to simplify and accelerate the lending experience, making it more efficient for all parties involved.

TriState Capital Holdings, Inc. serves as the bank holding company for TriState Capital Bank, offering a range of banking products and services primarily targeted at middle-market businesses and high-net-worth individuals in the United States. The company operates through two main segments: Bank and Investment Management. Its banking services include various deposit products such as checking accounts, money market accounts, and certificates of deposit, alongside an array of loan options secured by cash, marketable securities, or real estate. Additionally, the bank provides liquidity and treasury management services, including online balance reporting and foreign exchange services. The investment management segment offers advisory services for equity and fixed income, catering to ultra-high-net-worth and institutional clients. TriState Capital operates from its headquarters in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Founded in 2006, the company continues to focus on delivering tailored financial solutions to its clients.

Inigo Limited is a specialty insurance and reinsurance company based in Bracknell, United Kingdom, established in 2020. The firm provides a range of insurance products, focusing on areas such as property, terrorism, political violence, and financial lines, including casualty insurance. By underwriting a streamlined portfolio of insurance and reinsurance risks, Inigo aims to support commercial and industrial enterprises in making informed decisions regarding their coverage needs.

Hyphen Solutions, Ltd. specializes in developing construction management software tailored for residential homebuilders and their associated suppliers, distributors, and manufacturers. Founded in 1998 and based in Addison, Texas, the company offers a comprehensive suite of applications, including SupplyPro and BuildPro, which facilitate order management, planning and scheduling, and workflow optimization. Additional solutions include Lien Release for automating lien processing, Trade Finder for connecting with qualified trade partners, and InstallPro for capturing product information via mobile devices. Hyphen Solutions also provides tools for field management, document management, and compliance with storm water regulations. Its offerings encompass integrated applications for scheduling, procurement, inspections, and warranty management, all designed to enhance operational control and communication among stakeholders in the homebuilding process. The company further supports clients with professional implementation, customized development, training, and support services.

Lone Wolf Technologies specializes in providing comprehensive software solutions for real estate offices across North America. The company offers a suite of products designed to enhance operational efficiency and management for real estate professionals. These include agentWOLF, a marketplace for agents; brokerWOLF, which focuses on back-office management and accounting; and WOLFconnect, a front office management solution. Additionally, Lone Wolf provides tools for transaction management, website design, and marketing services, such as loadingDOCS, globalWOLF, and WOLFmedia. Other offerings include movingWOLF, an email marketing service, and WOLFtracks, a franchise management application. Founded in 1988 and headquartered in Cambridge, Canada, Lone Wolf also has offices in Langley, British Columbia; Las Vegas, Nevada; and Show Low, Arizona. Through its innovative solutions, the company aims to support real estate brokerages in improving visibility, efficiency, and profitability.

Bullhorn, Inc. specializes in developing staffing and recruiting software tailored for startups, small to medium-sized businesses, and large enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company offers a comprehensive suite of cloud-based solutions, including applicant tracking systems, business intelligence, CRM, onboarding, and VMS integration. These tools are designed to automate the recruitment lifecycle, enhance candidate management, and streamline billing processes. Bullhorn serves a diverse range of sectors, such as professional staffing, healthcare, executive search, and nonprofit organizations, and boasts a client base of over 10,000 companies and 350,000 users globally. The company has established additional offices in key locations, including London, Sydney, and Frankfurt, and employs approximately 500 staff worldwide.

Eden Health, Inc. is a New York-based company that specializes in primary care and insurance navigation services tailored for employers and their employees. Established in 2015, the firm provides a text-based messaging platform that offers a range of services, including access to a private doctor's office, 24/7 telemedicine, and assistance in navigating insurance options. By simplifying the complex healthcare landscape, Eden Health aims to enhance the health and wellbeing of employees, enabling them to make informed and cost-effective healthcare decisions regarding primary care and mental health services.

Branch Financial, Inc. is an insurance agency based in Columbus, Ohio, founded in 2017 by Steve Lekas and Joe Emison. The company specializes in home and auto insurance, offering a range of products including renters and umbrella insurance, which can be added to auto policies. Utilizing advanced technology, Branch streamlines the process of bundling home and auto insurance online, aiming to enhance accessibility and affordability for its customers. By leveraging community resources, Branch seeks to transform the insurance landscape, making it easier for individuals to obtain necessary coverage.

Retrace Labs Inc. is a San Francisco-based company that specializes in developing an artificial intelligence-driven predictive analytics platform designed to enhance decision-making in oral healthcare. Founded in 2017, Retrace aims to alleviate the burden of oral diseases by providing real-time data to health plans, providers, and patients. The platform features a range of solutions, including financial and medical analytics, cybersecurity, smart medicine, and comprehensive business intelligence tools. By automating tasks and improving the accuracy of billing, Retrace is committed to making precision dentistry more accessible and affordable, ultimately transforming the way data is utilized in the healthcare sector. The company also maintains an office in Manhattan, New York.

Safe-Guard Products International, LLC is a provider of aftermarket warranty products and services tailored for the automotive, recreational vehicle, marine, and motorcycle industries. Founded in 1992 and headquartered in Atlanta, Georgia, with additional locations in Irvine, California, and Toronto, Canada, the company develops, markets, and administers a range of finance and insurance programs. Their offerings include mechanical coverage, appearance protection, tire and wheel coverage, road hazard protection, key replacement, vehicle theft protection, prepaid maintenance, and lease-end protection. Safe-Guard's services are designed to complement manufacturers’ warranties and protect consumers from financial risks associated with vehicle ownership. The company sells its products through a national network of independent agents, targeting auto dealerships, vehicle leasing and financing companies, and other service contract providers in the United States and Canada.

Kroll is a global advisory firm that specializes in financial services, offering a range of solutions including valuation, corporate finance advisory, mergers and acquisitions, and alternative asset advisory. Founded in 1932 and headquartered in New York, the firm employs over 1,300 professionals and serves a diverse clientele from offices across North America, Europe, and Asia. Kroll combines analytical expertise with deep market insights to assist clients in making informed decisions. Its services also encompass restructuring, compliance and regulatory consulting, disputes, taxation, and transfer pricing, positioning Kroll as a comprehensive resource for businesses seeking strategic financial advice.

SunFire is a cloud-based technology platform providing technology solutions to support the ever-growing Medicare landscape. Its seamless and compliant software plays a critical role in providing health and financial security to over 50 million seniors. The company was founded in 2016 and is based in Boston, Massachusetts.

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.

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.

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.

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.

Rialto Capital Management LLC, a subsidiary of Lennar Corporation, is a real estate investment and asset management company headquartered in Miami, Florida. Established in 2007, Rialto focuses on investing in distressed residential and commercial real estate, as well as managing various assets throughout the capital structure, including loans and securities. The firm emphasizes raising, investing, and managing third-party capital, while also engaging in the origination and securitization of commercial mortgage loans. Rialto's diverse platform encompasses a range of activities, including partnerships with institutional and high-net-worth investors, structured transactions with federal entities, and participation in public-private investment initiatives. The company boasts a seasoned management team with extensive experience in distressed debt, commercial mortgage-backed securities, and asset management, operating across the United States and Europe.

Eliassen Group, LLC is a technology staffing and consulting firm based in Reading, Massachusetts, founded in 1989. The company specializes in providing a range of staffing solutions, including contract, contract-to-hire, and direct hire services, primarily in technology-related fields. It offers consulting services in agile software development, big data management, and electronic data solutions tailored for the healthcare, pharmaceutical, and life sciences sectors. Additionally, Eliassen Group supports government staffing initiatives and offers workforce management consulting. The firm serves various industries, including financial services, technology, healthcare, education, and retail. With multiple locations throughout the United States, including major cities like New York, Denver, and Atlanta, Eliassen Group is well-positioned to meet the diverse needs of its clients across different sectors.

Applied Systems, Inc. is a leading provider of cloud-based software solutions for the insurance industry, focusing on agency and brokerage management systems. The company offers a range of products, including Epic, TAM, DORIS, and Vision, which help insurance agencies optimize operations, manage day-to-day business activities, and handle complex insurance structures. Additional offerings include Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for enhanced data insights. The company's solutions facilitate efficient communication and data exchange among insurance professionals, agencies, brokers, and carriers, enabling improved workflows and client relationships. Founded in 1983 and headquartered in University Park, Illinois, Applied Systems operates additional offices in Canada and the United Kingdom, providing services to clients in North America and internationally, including consulting, education, training, and support.

Sabal Capital Partners LLC, founded in 2015 and based in Irvine, California, is a diversified financial services firm specializing in commercial real estate lending and investment. The company has originated over $4 billion nationally through its wholesale lending platform, focusing exclusively on Freddie Mac Small Balance multifamily loans ranging from $1 million to $7.5 million. Sabal collaborates with brokers and correspondent lenders rather than engaging directly with borrowers. Its proprietary SNAP™ platform streamlines the lending and investment processes, enabling efficient interactions and timely loan approvals, often within 30 days. Recognized for its excellence, Sabal holds high ratings as a Commercial Primary Servicer and Commercial Special Servicer from leading rating agencies.

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).

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.

American Mortgage Consultants, Inc. specializes in providing due diligence and consulting services to a diverse range of clients in the mortgage and finance sectors. The company offers comprehensive solutions that assist clients in asset acquisition, disposition, securitization, and portfolio management. Its service offerings include due diligence for whole loan portfolios, forensic reviews, and servicing oversight. Additionally, American Mortgage Consultants provides compliance solutions concerning regulations like the ability to repay and qualified mortgage rules, as well as consultative services focused on process improvement and risk management. The firm caters to a wide client base, including mortgage originators, banks, credit unions, government agencies, and private equity funds. Established in 1996 and headquartered in New York, the company also maintains offices in Chicago, Denver, Dallas, and Tampa. In June 2019, American Mortgage Consultants was acquired by Situs Group, LLC.

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.

LegalShield is a provider of subscription-based legal services that grants members and their families access to a network of provider law firms. The company aims to offer legal protection and identity theft services at a low cost, allowing subscribers to navigate legal matters with confidence. By providing these services through a subscription model, LegalShield empowers individuals to safeguard their legal rights and reduce the stress associated with legal issues. This approach enables members to focus more on their lives while having the assurance of legal support when needed.

Genex Services, Inc. is a provider of managed care services based in Wayne, Pennsylvania, serving insurers, employers, and third-party administrators across North America. The company specializes in workers’ compensation and disability management, offering a range of solutions including case management, utilization review, independent medical examinations, and pharmacy benefit management. Genex also provides comprehensive medical cost containment services such as bill negotiation and access to broad-based networks. Additionally, the company offers social security representation and non-occupational disability management services, along with integrated risk management solutions that encompass claims analysis and predictive modeling. With a focus on enhancing the lives of injured and disabled employees, Genex Services caters to various clients, including insurance carriers, managed care organizations, and self-administered companies. Established in 1978, the company operates locations throughout the United States, Puerto Rico, and Canada.

Applied Systems, Inc. is a leading provider of cloud-based software solutions for the insurance industry, focusing on agency and brokerage management systems. The company offers a range of products, including Epic, TAM, DORIS, and Vision, which help insurance agencies optimize operations, manage day-to-day business activities, and handle complex insurance structures. Additional offerings include Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for enhanced data insights. The company's solutions facilitate efficient communication and data exchange among insurance professionals, agencies, brokers, and carriers, enabling improved workflows and client relationships. Founded in 1983 and headquartered in University Park, Illinois, Applied Systems operates additional offices in Canada and the United Kingdom, providing services to clients in North America and internationally, including consulting, education, training, and support.

Focus Financial Partners is a partnership that unites independent, fiduciary wealth management firms operating primarily in the registered investment advisor (RIA) industry. The organization offers its partner firms access to essential resources, best practices, and continuity planning, enabling them to serve individuals, families, employers, and institutions with comprehensive wealth management services. While these partner firms retain their operational independence, they benefit from the economies of scale and support provided by Focus, which includes expertise in mergers and acquisitions, talent management, and legal and regulatory assistance. Focus Financial Partners primarily generates its revenue through wealth management fees, with a significant portion derived from the United States, alongside operations in the United Kingdom, Canada, and Australia.

Kestra Financial, Inc. operates as a prominent independent advisor platform that supports sophisticated independent financial professionals, including traditional and hybrid registered investment advisors (RIAs). The firm is dedicated to helping these advisors thrive by offering integrated business management technology alongside personalized consulting services, which enhance operational scale and efficiency. Headquartered in Austin, Texas, Kestra Financial serves over 1,700 independent financial advisors, enabling them to provide comprehensive securities and investment advisory services to their clients. The company encompasses several federally registered investment advisers, including Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, and Kestra Institutional Services, positioning itself as a key player in the financial advisory sector.

KaylaRe is a Class 4 reinsurer that offers a diversified range of specialty reinsurance. The company was acquired in full by Enstar in 2018.

Henderson Park is a London-based real estate asset management firm that operates a value-added fund, primarily targeting investments in office, hospitality, and multi-family properties across Europe. The company specializes in acquiring and repositioning undermanaged and underutilized assets, aiming to enhance their value through strategic improvements and capital restructuring. Henderson Park serves various sectors, including commercial, private rented, multi-family, healthcare, and student housing, reflecting its commitment to optimizing real estate opportunities and delivering value to its investors.

JND Legal Administration is a legal management and administration company that provides a comprehensive suite of services designed to meet the needs of its clients. The company specializes in class action settlements, corporate restructuring, e-discovery, mass tort claims, lien resolution, and legal notice programs. With a team of experienced professionals, JND focuses on delivering responsive and trustworthy legal administrative services, leveraging decades of expertise to effectively navigate complex legal processes. Their commitment to superior client service distinguishes them in the legal administration industry.

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.

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.

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.

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.

Broadstone Net Lease is an internally-managed real estate investment trust (REIT) that specializes in acquiring, owning, and managing single-tenant commercial properties primarily leased on a long-term basis. The company employs a robust investment strategy that emphasizes thorough credit analysis and careful real estate underwriting. As of mid-2020, Broadstone Net Lease's portfolio comprised 632 properties located across 41 states in the United States and one property in Canada, covering various sectors including industrial, healthcare, restaurant, office, and retail. The total gross asset value of the portfolio was approximately $4.0 billion. Established in 2006 and based in Rochester, New York, Broadstone Net Lease was formed through the acquisition of Broadstone Real Estate, LLC, which provided investment management services to real estate vehicles.

Preston Hollow Capital, LLC is a private equity and venture capital firm established in January 2014 and headquartered in Dallas, Texas. The firm specializes in growth capital, mezzanine debt, and equity investments, with a particular focus on municipal specialty finance. It targets specific sectors within the municipal bond market, including real estate, senior living, K-12 education, healthcare, infrastructure, and economic development. Typical investments range from $10 million to $100 million. Founded by Jim Thompson, former President and CEO of ORIX USA, Preston Hollow Capital aims to achieve strong risk-adjusted returns through a diverse array of investment strategies, including fixed income and alternative investing. The firm actively seeks partnerships with institutional investors, family offices, and sovereign wealth funds to enhance its investment opportunities.

AltaReturn is a provider of investment management and reporting software tailored for the alternative investment industry. The company offers a comprehensive suite of private capital technology services that includes fund and management company accounting, industry-specific customer relationship management, investor portals, portfolio monitoring, and business intelligence. AltaReturn's platform supports private equity, venture capital, real estate firms, fund of funds, and family offices by addressing their back office operations and reporting requirements. With a focus on streamlining processes, the company enhances efficiency for its clients in managing their investment portfolios and fulfilling compliance needs.

Situs is a global provider of comprehensive commercial real estate and loan advisory services, established in 1985. The company offers a diverse range of customized solutions tailored for financial institutions, investors, owners, and developers. Its service portfolio includes debt advisory, loan servicing, consulting, valuation management, business process outsourcing, and asset management. Situs focuses on delivering integrated services that enhance enterprise and process improvement, ensuring clients receive strategic support in navigating the complexities of the commercial real estate sector.

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)

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.

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.

Enhanced Capital Partners, founded in 1999 and headquartered in New York City, is a national investment firm that manages over $400 million in assets. The firm specializes in equity and debt investments in small and mid-sized businesses across the United States, particularly focusing on sectors such as healthcare technology and telecommunications. Enhanced Capital offers a range of investment solutions, including tax credits, tax credit lending, and impact lending, to support the growth of businesses, renewable energy projects, historic real estate rehabilitation, and affordable housing initiatives. By leveraging federal and state incentive programs, the firm aims to maximize the growth potential of companies poised for rapid expansion while adhering to practical investment strategies.

Mortgage lender offering an array of products including conventional home loans, reverse mortgages, FHA, VA, USDA loans and more.

Omni New York LLC is a real estate development company founded in 2004 by Maurice Vaughn and Eugene Schneur. Based in New York, the company focuses on the development, revitalization, leasing, and management of affordable housing properties in New York, Wyoming, and Massachusetts. Omni New York is dedicated to serving historically underserved communities by acquiring, rehabilitating, and constructing environmentally friendly housing. The company collaborates with local organizations to provide essential social services, including after-school programs, skills training, and adult education classes. Through these initiatives, Omni New York aims to create sustainable living environments while facilitating debt and equity financing for its multifamily housing projects.

Ten-X, Inc. operates an online real estate marketplace that facilitates the buying and selling of both commercial and residential properties through a user-friendly platform accessible via desktop and mobile devices. The company features two main divisions: Ten-X Commercial, which focuses on commercial real estate transactions, and Auction.com, dedicated to residential and bank-owned homes. Founded in 1990 and originally known as Auction.com, Ten-X rebranded in January 2016 and is headquartered in Irvine, California, with additional offices in San Mateo, New York, and Miami. The platform allows buyers, sellers, and real estate professionals to search, list, and conduct transactions entirely online, simplifying the real estate process for various property types, including office, multifamily, hotel, retail, industrial, and land. Ten-X operates as a subsidiary of CoStar Realty Information Inc.

New Ocean Capital Management Limited is a Bermuda-based asset management firm specializing in reinsurance risk products. As a subsidiary of Fundamental Insurance Investments Ltd., the company focuses on delivering risk-adjusted returns for investors in the insurance and reinsurance convergence market. New Ocean Capital provides a variety of fund strategy platforms that enable investors to participate in insurance-linked securities and other products within the reinsurance capital markets. Through its expertise in these areas, the firm aims to meet the needs of investors seeking opportunities in this specialized sector.

Enstar Group Limited is a Bermuda-based financial services provider that specializes in acquiring and managing insurance and reinsurance companies in run-off, as well as portfolios of insurance and reinsurance businesses in run-off. Founded in 2001, the company offers a variety of services, including management and consultancy services, claims inspection, and reinsurance collection services, primarily targeting multinational clients across Bermuda, the United States, the United Kingdom, Australia, and Europe. Enstar seeks to create value by managing these businesses and generating attractive risk-adjusted returns from its investment portfolio, which includes a diverse array of fixed maturity investments and alternative assets. The company's operations are organized into four segments: Run-off, Assumed Life, Investments, and Legacy Underwriting, reflecting its comprehensive approach to the insurance and reinsurance sectors. Enstar Group was previously known as Castlewood Holdings Limited before its merger with The Enstar Group, Inc. in January 2007.

SCS Financial Services, LLC is a Boston-based investment and wealth management firm founded in 2002. The firm offers a comprehensive range of services, including investment management in both traditional and alternative categories, as well as tax, trust, and estate planning. SCS Financial also provides asset protection, philanthropic strategy, and family office services, catering to families, family offices, and institutional investors. The firm operates with a fiduciary commitment, emphasizing an open architecture business model that prioritizes conflict-free advice. SCS Financial serves clients across the United States, Europe, and Asia and has been a subsidiary of Focus Financial Partners Inc. since 2017.

Merchant Capital Solutions is a capital markets underwriting and advisory business for middle-market companies across the capital structure, including for loans, bonds, mezzanine debt, private placements of equity, and IPOs. It is jointly sponsored by Trident and KKR & Company in 2012.

Eagle Point Credit Management LLC operates a closed-end fund known as Eagle Point Credit Company Inc., which focuses on investments in the fixed income markets of the United States. The fund primarily targets equity and junior debt tranches of collateralized loan obligations that consist mainly of below investment grade U.S. senior secured loans. Established on March 24, 2014, the company is based in the United States and is managed externally, allowing it to leverage specialized expertise in credit markets.

Access Point Financial is a specialized finance company focused on the hospitality sector, providing comprehensive lending and advisory services to hotel operators in the United States and Canada. The firm caters to both qualified franchisees of major hotel brands and independent boutique hotels, offering a range of financing options including debt financing, capital leases, bridge loans, construction financing, mezzanine financing, preferred equity, and permanent loans. This tailored approach ensures that each client's unique financial requirements are met effectively. Led by a team of seasoned professionals with extensive experience in hotel financing and investment, Access Point Financial draws on the expertise of its management team, which includes former lenders from well-known financial institutions.

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

Prima Capital Advisors LLC is based in Scarsdale, New York.

Provider of commodity trading services intended to offer mid-stream commodity-producing assets. The company trades North American and European natural gas and power, global oil and oil products, coal, emissions, and metals and metal concentrates and also provides physical supply services and risk management products for customers, enabling clients to get financing of physical commodities.

Operator of an independent boutique investment firm intended to offer a range of high yield strategies and solutions with distinct risk and return characteristics. The company focuses on a broad high yield market and short duration high yield strategies for global institutional investors and private wealth advisors.

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.

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.

NXT Capital is a structured financing provider focused on the U.S. middle market, established in 2010 and headquartered in Chicago. The firm has facilitated over $18 billion in financing across more than 600 transactions, utilizing approximately $11.4 billion in committed capital. NXT Capital offers a comprehensive range of financing solutions through its Corporate Finance and Real Estate Finance groups, targeting equity and debt investments in the United States and Canada. The company also manages capital for third parties via its asset management platform, providing investors with access to primarily first lien senior secured loans. NXT's investment offerings include levered and unlevered funds, separately managed accounts, and collateralized loan obligations. The investor base comprises public and private pension plans, insurance companies, endowments, foundations, and institutional investors. NXT Capital Investment Advisers, LLC, a subsidiary of NXT Capital LLC, is registered with the SEC as an Investment Adviser. The firm operates additional offices in cities such as Atlanta, Dallas, Los Angeles, Nashville, New York, and Phoenix.

Yadkin Bank is a full-service community bank operating in North Carolina and upstate South Carolina, with approximately 100 branches and serving around 130,000 customers. The bank holds assets totaling $7.5 billion and offers a range of financial services, including commercial and personal banking, mortgage lending, investment, and insurance services. Its mortgage division, Yadkin Mortgage, is based in Winston-Salem, NC, while the bank's SBA Lending division, which focuses on government-guaranteed lending, is located in Charlotte, NC. Yadkin Bank provides various banking products, such as current and savings accounts, housing and vehicle loans, as well as internet and mobile banking services.

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.

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.

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.

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.

Atlantic Capital Bank is a commercial bank based in Atlanta, Georgia, established in 2007. The bank specializes in providing a variety of financial services, including loans, treasury management, and deposit products, primarily targeting small to medium-sized businesses, middle-market corporations, and private clients. It serves emerging growth companies, commercial real estate developers, and investors, offering tailored support through dedicated teams in corporate and business banking, commercial real estate finance, and private banking. By merging the advantages of larger financial institutions with the personalized service of smaller banks, Atlantic Capital Bank aims to deliver comprehensive solutions that enhance the success of its clients. The bank generates its revenue primarily through interest income and also offers selected capital markets, mortgage banking, and electronic banking services.

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.

Castle Point Capital is a de novo asset management company investing in public equities within the financial services sector through a hedge fund structure. It was founded in founded in 2005 and is headquartered in Greenwich, Connecticut.

Wilton Re is a provider of life insurance, reinsurance, and risk capital services, founded in 2004 and headquartered in Wilton, Connecticut. The company specializes in the acquisition and management of blocks of in-force life insurance and annuities, offering a range of services including traditional reinsurance, longevity risk management, and middle-market products. In addition to its reinsurance capabilities, Wilton Re assists life insurance clients with product development, underwriting, and new business strategies, making it a key player in the life insurance sector.

CompWest Insurance is a provider of workers' compensation insurance primarily serving mid-sized companies in California. The company collaborates with a network of insurance broker partners to deliver its services. CompWest focuses on various industries, including light manufacturing, retail, restaurants, hotels, and commercial financial institutions. In addition to offering insurance coverage, the company provides claims management strategies and risk control solutions to help clients effectively manage their risks and improve operational safety.

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

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

James River Insurance is a specialty insurer that operates through its subsidiaries and provides a range of insurance and reinsurance services across the United States. The company is structured into three main segments: Excess and Surplus Lines, Specialty Admitted Insurance, and Casualty Reinsurance. The Excess and Surplus Lines segment is the primary revenue generator, focusing on underwriting liability and property insurance in the commercial sector, primarily distributed through wholesale brokers. The Specialty Admitted Insurance segment offers workers' compensation coverage for various industries, including construction and healthcare, while the Casualty Reinsurance segment provides reinsurance solutions to third parties and independent insurance companies. Founded in 2002, James River Insurance is headquartered in Chapel Hill, North Carolina.

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

Global Specialty Risk provided directors’ and officers’ liability insurance and other specialty risk coverage to underserved niches of the professional liability marketplace. It also offered highly structured risk-transfer solutions for difficult-to-quantify liabilities to facilitate mergers, acquisitions, refinancings, and reorganization transactions. It is based in New York, New York.

Danish Re is the holding company for the reinsurance business. It operates through Lloyd’s integrated vehicle and focuses on short-tail property lines. The company is headquartered in Bermuda with offices in Copenhagen and London.