Stone Point Capital LLC is a private equity and venture capital firm based in Greenwich, Connecticut, with an additional office in New York. Founded in 2005, it specializes in investments within the global financial services industry, focusing on sectors such as advisory services, insurance, managed care, specialty finance, and real estate. The firm typically makes equity investments ranging from $5 million to $500 million, aiming for control, majority, or substantial minority stakes in its portfolio companies. Stone Point Capital's investment strategy encompasses a variety of opportunities, including supply and demand imbalances in insurance, restructuring of financial services divisions, and distressed asset management. The firm has a flexible investment horizon that spans five to over ten years and is operated by a seasoned management team with a strong track record in the financial services sector.
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 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.
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.
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 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.
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.
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 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.
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 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.
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.
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!
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 primary care and insurance navigation company based in New York, founded in 2015. The company offers a text-based messaging platform that connects employers and employees, providing a private doctor's office, 24/7 telemedicine, and assistance with navigating insurance options. Eden Health aims to enhance the health and wellbeing of employees by simplifying the complex healthcare landscape, enabling them to make informed and cost-effective decisions regarding their primary care and mental health needs.
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 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.
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 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.
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.
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.
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.
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 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.
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. 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,
KaylaRe
Venture Round in 2016
KaylaRe is a Class 4 reinsurer that offers a diversified range of specialty reinsurance. The company was acquired in full by Enstar in 2018.
JND Legal Administration is a legal management and administration company led by a team of industry veterans who are passionate about providing superior service to clients. Armed with decades of expertise and a powerful set of tools, JND has deep experience expertly navigating the intricacies of multiple, intersecting service lines, including class action settlements, corporate restructuring, e-discovery, mass tort claims & lien resolution and government services.
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.
As of February 7, 2020, Broadstone Real Estate LLC was acquired by Broadstone Net Lease, Inc.. Broadstone Real Estate, LLC is a privately owned investment manager. The firm provides its services to real estate investment vehicles. It manages real estate investment trusts. The firm invests in the real estate markets of United States. Broadstone Real Estate, LLC was founded in 2006, and is based in Rochester, New York.
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.
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.
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.
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.
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.
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.
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 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.
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
Venture Round in 2012
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 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.
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
We are both a merchant of physical commodities and a financer of upper-and mid-stream commodity-producing assets.
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.
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 Chicago-based firm that specializes in providing structured financing to the U.S. middle market. Established in 2010, the company has successfully originated over $18 billion across more than 600 transactions. With approximately $11.4 billion in committed capital, NXT offers a comprehensive range of financing solutions through its Corporate Finance and Real Estate Finance divisions. The firm also manages capital for third parties, allowing investors access to primarily first lien senior secured loans that are not widely available in the market. NXT Capital's investment offerings include levered and unlevered funds, separately managed accounts, and collateralized loan obligations (CLOs). The firm's investor base consists of public and private pension plans, insurance companies, endowments, foundations, and other institutional investors. NXT Capital Investment Advisers, LLC, a subsidiary of NXT Capital LLC, is registered with the SEC as an Investment Adviser.
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.
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.
Edgewood Partners Insurance Center (EPIC) is a retail property and casualty and employee benefits insurance brokerage and consulting firm headquartered in San Francisco. Established in 2007, EPIC has grown significantly, increasing its revenue from $12 million to an estimated $200 million through both organic growth and strategic acquisitions. The firm operates over ten offices across California, as well as locations in Denver, Colorado, and New York, employing more than 300 team members. Recognized as one of the top retail insurance brokers in the United States, EPIC ranks among the top 20 and is included in the top 50 globally. The company emphasizes a values-based, client-focused culture that enhances employee satisfaction and customer service excellence, earning accolades as a “Best Place to Work” in various regions and nationally within the insurance industry. EPIC provides a range of services, including commercial property and casualty, employee benefits, specialty program insurance, and private client services, while pursuing further expansion and revenue growth.
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 that offers loan services for small and medium businesses. The bank helps mid-size and emerging growth companies, as well as private clients, to succeed in today's market. It also serves middle-market and emerging growth companies, private banking clients, and top-tier real estate developers. By strategically combining the best aspects of both large global banks and smaller community banks, they provide their clients the expertise, capabilities and lending power of a larger financial institution, as well as the hands-on service often only found at smaller banks. Founded in 2007 and is headquartered in Atlanta, Georgia, USA.
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.
Castle Point
Seed Round in 2005
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.
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
Series D in 2000
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.
Global Specialty Risk
Seed Round in 2000
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
Venture Round in 1999
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.