Liberty Mutual Group

Liberty Mutual Group, founded in 1912 and headquartered in Boston, Massachusetts, is a prominent insurance provider offering a wide array of products and services for individuals, families, and businesses. The company specializes in personal insurance, which includes automobile and homeowners' coverage, as well as life insurance and annuities. Liberty Mutual also delivers a comprehensive range of commercial insurance solutions encompassing casualty, marine, construction, energy, and professional liability, among others. The firm serves various industries, including agriculture, healthcare, hospitality, and transportation, and provides risk control and claims services to its clients. With operations extending across Latin America, Europe, and the Asia Pacific, Liberty Mutual Group markets its offerings both online and through agents worldwide, establishing itself as a leader in the property and casualty insurance sector.

Neeti Bhalla

Executive Vice President, President and Chief Investment Officer

Ted Broderick

Associate of Global Private Investments

Daniel Chiu

Investment Associate

Alison Erbig

Senior Vice President and Comptroller

Charles (Chuck) Farber

Managing Director of Private Equity

David Long

Chairman, President and Chief Executive Officer

James M. McGlennon

Executive Vice President and Chief Information Officer

Christopher Peirce

Executive Vice President and Chief Financial Officer

Armando Petruzziello

Director of Investor Relations

Kerry Reef

Real Estate Associate

Ian Seraichick

Investment Professional

Avtar Vasu

Executive Managing Director and Head of Global Private Investments

Laurence Yahia

Senoir Vice President and Treasurer

31 past transactions

Jupiter Intelligence

Series C in 2021
Jupiter Intelligence, Inc. specializes in developing tools and platforms that provide comprehensive weather and climate data, trend visualizations, forecasts, and risk assessments. The company offers the ClimateScore Intelligence Platform, which utilizes cloud computing to integrate multiple prediction models based on data from millions of ground-based and satellite sensors. Additionally, Jupiter provides FloodScore and HeatScore services, which help users prepare for flooding and mitigate temperature-related impacts from climate change, respectively. These services focus on climate risk assessment and management in urban regions such as New York City, South Florida, and the Atlantic Coast, with plans for global expansion. Jupiter's models are informed by the latest scientific research from the global Earth and Ocean Systems community. Founded in 2017 and based in San Mateo, California, Jupiter Intelligence was previously known as Jupiter Technology Systems, Inc. before rebranding in December 2017.

Omnidian

Series B in 2021
Omnidian, Inc., an insurance company, provides residential, commercial, and industrial solar system protection plans. It offers solar power performance guarantee product services, including monitoring, field service repair, and performance guarantee for the life of system. The company also monitors and reports the performance of system; optimizes power generation for the life of the system; and diagnoses and repairs residential scale installations. It serves residential fleet owners and lenders, and residential homeowners. Omnidian, Inc. was formerly known as PeGu, Inc. The company was founded in 2015 and is headquartered in Seattle, Washington.

NYDIG

Corporate Round in 2021
NYDIG is a leading financial services firm dedicated to Bitcoin. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Snapsheet

Series E in 2021
Snapsheet is a pioneer in virtual appraisals and a leader in cloud-native claims management software, enabling the most innovative claims organizations to deliver the best experiences for customers. With a focus on engagement, digitization, and intelligent automation, Snapsheet provides unmatched technology and processes that improve customer experience, drive greater organizational agility, and deliver transformational benefits through its Snapsheet Cloud software suite. Snapsheet leads the industry in claims innovation including the deployment of the fastest digital auto insurance claims process in the United States. As a trusted innovation partner, Snapsheet works with more than 100 clients, including many of the largest insurance carriers, third-party administrators, and insurtech and sharing economy disruptors.

Apollo Insurance

Series A in 2021
Apollo Insurance Solutions is Canada’s largest online insurance marketplace. The Apollo Exchange is Canada’s largest online insurance marketplace. Apollo empowers brokers to instantly quote, bind, and issue policy documents for hundreds of classes of small business in real time, or white label the Exchange to sell directly from their website. Brokerages integrated with the Exchange are able to respond to the changing expectations of buyers and forward thinking employees. Co-founded by Jeff McCann, David Dyck, Justin Hamade, and Drew Green, Apollo was created to empower brokers to better serve their clients. Following the completion of Beta testing in April 2019, Apollo successfully closed its angel round of funding, raising $1 million CAD with the support of notable investors, including Drew Green, Matias Marquez, Kim Kaplan, and Caliber Ventures. Acting members of Apollo’s Board of Directors are leading industry and entrepreneurial figures Drew Green, Steve Albiani, Tim Gamble, and Jeff McCann. In June 2019, the company launched a first of its kind: digital, monthly subscription insurance.

Jupiter Intelligence

Funding Round in 2020
Jupiter Intelligence, Inc. specializes in developing tools and platforms that provide comprehensive weather and climate data, trend visualizations, forecasts, and risk assessments. The company offers the ClimateScore Intelligence Platform, which utilizes cloud computing to integrate multiple prediction models based on data from millions of ground-based and satellite sensors. Additionally, Jupiter provides FloodScore and HeatScore services, which help users prepare for flooding and mitigate temperature-related impacts from climate change, respectively. These services focus on climate risk assessment and management in urban regions such as New York City, South Florida, and the Atlantic Coast, with plans for global expansion. Jupiter's models are informed by the latest scientific research from the global Earth and Ocean Systems community. Founded in 2017 and based in San Mateo, California, Jupiter Intelligence was previously known as Jupiter Technology Systems, Inc. before rebranding in December 2017.

RiskGenius

Series B in 2019
RiskGenius is a technology company that specializes in enhancing the insurance policy review process through its innovative platform, which applies artificial intelligence. Founded in 2011 and based in Overland Park, Kansas, RiskGenius provides clients with custom algorithms and workflow modules designed to simplify the understanding of complex policy language. This allows for improved underwriting workflows and contributes to the automation of policy management. The company's offerings are particularly valuable to a diverse clientele that includes sureties, claim professionals, attorneys, and other stakeholders within the insurance industry. By leveraging advanced technology, RiskGenius aims to transform the traditional methods of reviewing and managing insurance policies.

Snapsheet

Series E in 2019
Snapsheet is a pioneer in virtual appraisals and a leader in cloud-native claims management software, enabling the most innovative claims organizations to deliver the best experiences for customers. With a focus on engagement, digitization, and intelligent automation, Snapsheet provides unmatched technology and processes that improve customer experience, drive greater organizational agility, and deliver transformational benefits through its Snapsheet Cloud software suite. Snapsheet leads the industry in claims innovation including the deployment of the fastest digital auto insurance claims process in the United States. As a trusted innovation partner, Snapsheet works with more than 100 clients, including many of the largest insurance carriers, third-party administrators, and insurtech and sharing economy disruptors.

Super

Series B in 2019
Super Home Inc. is a subscription-based service that offers care and repair solutions for homes, primarily serving members in Washington, DC, and Maryland. Founded in 2014 and headquartered in San Francisco, California, the company facilitates access to repair and replacement services for appliance and home system breakdowns through a convenient online platform. Subscribers can easily request assistance via desktop, tablet, or mobile devices, ensuring prompt support when needed. Additionally, Super provides a maintenance schedule to help homeowners understand and manage their home care requirements effectively.

OnDeck

Post in 2018
OnDeck is a technology-driven financial platform that offers loan financing specifically tailored for small and medium-sized businesses. Founded in 2006 and headquartered in New York City, the company utilizes proprietary software to collect and analyze operational data from businesses, employing an algorithm to assess loan eligibility based on performance rather than solely on personal credit scores. This innovative approach facilitates efficient access to capital, addressing a significant challenge faced by small businesses. By focusing on actual business performance, OnDeck enables companies to concentrate on growth and customer service instead of the complexities of securing loans. The company expanded its services to Australia in 2015, further broadening its reach in providing responsible credit access.

August Pro

Series C in 2017
August Pro, a division of August Home Inc, focuses on providing smart home access solutions for professional installers. The company, founded in 2012 and based in San Francisco, California, specializes in smart locking technology that enables users to manage home access remotely through their smartphones. Its flagship product, the August Smart Lock, allows users to create virtual keys, granting access to various individuals such as house cleaners, dog walkers, and guests while maintaining control over access duration. This innovative approach enhances home security and convenience, allowing homeowners to monitor and manage entry to their properties from anywhere in the world. As a subsidiary of ASSA ABLOY, August Pro aims to streamline the installation and integration of smart home technologies for professionals in the field.

TRU Services

Acquisition in 2017
TRU Services, LLC provides medical stop loss, claims administration management, and risk management services. It also provides ProAct solutions’ services, including dialysis and specialty pharmacy program and evaluation, transplant coordination, provider and network evaluation, access to specialty neonatal case management, and access to national centers of excellence for various medical conditions, as well as access to bill audit, negotiation, and recovery to identify saving opportunities. TRU Services was formerly known as ASU Services LLC and changed its name on March 1, 2001. The company was founded in 1995 and is based in Beverly, Massachusetts. As of April 17, 2017, TRU Services, LLC operates as a subsidiary of Liberty Insurance Underwriters, Inc.

Ironshore Inc.

Acquisition in 2016
Ironshore provides broker-sourced specialty property and casualty insurance coverages for varying risks located throughout the world. Select specialty coverages are underwritten at Lloyd’s through Ironshore’s Pembroke Syndicate 4000. The Ironshore group of companies is rated A (Excellent) by A.M Best with a Financial Size Category of Class XIV. Pembroke Syndicate 4000 operates within Lloyd’s where the market rating is A (Excellent) by A.M. Best, AA- (Very Strong) by Fitch, and A+ (Strong) by Standard & Poor’s.

All Set

Seed Round in 2016
All Set helps you to find affordable house cleaners and landscapers that your neighbors use and trust. Hire, schedule, chat, and pay all through our app. Use the same pros as your neighbors and benefit from up to 15% neighborhood discount on your housecleaning or landscaping service.
Uni.Asia General ranks as the 14th largest non-life insurer in Malaysia in gross written premium for the financial year.

CarZen

Acquisition in 2013
CarZen aims to provide a simple and personalized car research experience.

Utopia

Venture Round in 2012
Utopia, Inc. provides strategy consulting services focused on Enterprise Data Lifecycle Management solutions. It offers data strategy, data migration, data quality, data governance, data archival, document management, implementation, master data management, and strategic roadmap development, systems integration, and quality and governance services. The company serves oil and gas, manufacturing, retail and distribution, utilities/telecommunications, CPG, and transportation industries worldwide. Utopia, Inc. was founded in 2003 and is based in Mundelein, Illinois with additional offices in Canada, the Middle East, India, Australia, the Asia Pacific, and Europe.

Safeco

Acquisition in 2008
Safeco has been offering personal insurance coverage for individuals and families since 1923. As a provider of property and casualty insurance, the company delivers a range of high-quality insurance products and services through independent agents nationwide. Based in Boston, Massachusetts, Safeco is a subsidiary of Liberty Mutual Insurance, which is one of the largest property and casualty insurers in the United States. In addition to personal insurance, Safeco's offerings include life insurance and various financial services, contributing to a comprehensive approach to risk management for its customers.

Zilliant

Series F in 2007
Zilliant, Inc. provides price optimization and price management software for manufacturing, distribution, high-tech, and industrial service companies. The company’s pricing software enables manufacturers and distributors to adopt an approach to price analysis, optimization, price list management, quoting, and negotiation. It offers Zilliant Precision Pricing Suite (ZPPS), an enterprise software that combines price segmentation and price optimization science with analytics and process automation software for price management; ZPPS Analytics, which provides segment-specific metrics and KPIs to deliver a view of pricing performance and uncover opportunities to improve; ZPPS Price Optimization that produces price and deal envelope recommendations for various price segment; and ZPPS Price List Manager, which administers price lists and policies, as well as other price instruments, such as discount and markup schedules. The company also provides ZPPS Deal Manager and Deal Manager for Agreements, and ZPPS Price Campaign Manager that provides inline analytics and KPIs for scoring deals against peer group benchmarks and enforces corporate price policies; and ZPPS Pricing Information Manager, which manages product mix and selection in various deals. In addition, Zilliant, Inc. offers deployment strategy and planning, and implementation methodology, as well as Zilliant education services for business and technical users. The company has a strategic alliance with Advanous. Zilliant, Inc. was founded in 1999 and is headquartered in Austin, Texas.

Ohio Casualty

Acquisition in 2007
Ohio Casualty, a member of Liberty Mutual Insurance, specializes in providing property and casualty insurance. The company offers a diverse range of commercial insurance products aimed at helping clients identify and mitigate potential risks, thereby securing their financial future. Ohio Casualty operates in several states, including Delaware, the District of Columbia, Kentucky, Maryland, Ohio, Pennsylvania, Virginia, and West Virginia. Its business model combines a service-oriented regional approach with the efficiency of a national infrastructure, allowing it to effectively serve agents, brokers, and their customers. The company's home office is located in Boston, Massachusetts.

Veraz Networks

Venture Round in 2007
Voice infrastructure solutions for wireline and wireless service providers

ePartners

Venture Round in 2005
ePartners, established in 1992, specializes in providing tailored IT solutions to help businesses achieve their objectives and explore new growth opportunities. By taking the time to understand a client's unique industry and operational processes, ePartners develops comprehensive solutions that minimize the learning curve for employees. The company empowers workforces at all levels—from shop floor staff to executives—by equipping them with the necessary tools to enhance decision-making and fulfill their organizational missions. ePartners focuses on aligning IT strategies with business goals, enabling the deployment of cost-effective solutions that foster significant performance improvements across enterprises.

MoreMagic Solutions

Series D in 2005
MoreMagic Solutions is a global company that allows operators, content providers, and banks to offer consumers the ability to purchase goods and services on demand using a mobile phone or the web. MoreMagic's high-throughput payment engine and pre-packaged applications enable customers to offer new revenue-generating services. Implementation in an existing network is quick and easy. Average return on investment is three to six months.

ClearCube

Series D in 2003
ClearCube Technology, Inc. specializes in centralized computing and desktop virtualization solutions, offering a range of products including PCoIP zero clients, mini PCs, blade PC workstations, and SmartVDI host platforms. The company also provides Sentral, a management software suite, alongside various professional services. ClearCube has pioneered the centralized computing industry with innovations such as the first blade PC and now offers a comprehensive array of specialized desktops that cater to diverse user requirements, from task-oriented to high-performance applications. Its products are designed for seamless integration with VMware Horizon virtualization tools and are widely adopted across markets such as government, healthcare, financial services, and education. ClearCube's solutions are particularly valued for their ability to enhance security and cost efficiency, making them a trusted choice for many major organizations, including federal agencies and large corporations. Founded in 1996 and based in Cedar Park, Texas, ClearCube was previously known as Vicinity Systems, Inc. before rebranding in 2000.

IP Unity

Series D in 2002
IP Unity delivers a carrier grade services platform for enhanced voice and telephony applications over ATM, TDM and VoIP Networks. The company's media servers, applications servers, enhanced service applications, and application partners allow customers to quickly and cost effectively offer new services associated with next generation networks while protecting their investment in legacy systems.

Viewlocity

Series F in 2002
Viewlocity Technologies, founded in 1999, specializes in supply chain management software, serving sectors such as aerospace, automotive, retail, and manufacturing. The company is recognized for its solutions that enhance supply chain visibility and control, consistently ranking highly in visibility and event management categories. Viewlocity's software encompasses various functionalities, including supply chain design, order lifecycle management, inventory management, and supplier management. By leveraging impact analysis algorithms and automated problem resolution workflows, its solutions help clients lower logistics and inventory costs while improving customer responsiveness. The company pioneered the integration of alerts for agile recovery, emphasizing the importance of situational context in supply chain operations.
Cygnal Integrated Products designs, manufactures and markets field-programmable, mixed signal System-on-Chip products and associated support tools. These products embody the Company’s considerable technical skills integrating world-class analog, high-speed digital and FLASH memory functions into a single device with "no-compromises." The combination of mixed-signal integration and field programmability benefit the user with higher component integration, greater design flexibility, faster time-to-market, superior system performance and greater end product differentiation. Cygnal products are application solutions addressing a broad range of markets including communications systems, industrial equipment and consumer products. The Company’s worldwide sales force consists of a network of field application engineers and manufacturer’s representatives.

ePartners

Series C in 2000
ePartners, established in 1992, specializes in providing tailored IT solutions to help businesses achieve their objectives and explore new growth opportunities. By taking the time to understand a client's unique industry and operational processes, ePartners develops comprehensive solutions that minimize the learning curve for employees. The company empowers workforces at all levels—from shop floor staff to executives—by equipping them with the necessary tools to enhance decision-making and fulfill their organizational missions. ePartners focuses on aligning IT strategies with business goals, enabling the deployment of cost-effective solutions that foster significant performance improvements across enterprises.

ShareBuilder

Series C in 2000
Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.
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