MetLife

MetLife is a prominent global provider of insurance and financial services, founded in 1868. The company offers a wide range of products, including life, dental, disability, and long-term care insurance, as well as annuities and auto and home insurance. MetLife operates through several segments, including Insurance Products, Retirement Products, Corporate Benefit Funding, and Auto and Home, in addition to its international operations and banking services. With around 90 million customers across more than 60 countries, MetLife is recognized as the largest life insurer in the United States and serves a significant portion of the Fortune 500 companies. The company transitioned to a mutual structure in 1915, prioritizing the interests of its policyholders, before going public in 2000. Its principal offices are located in Midtown Manhattan, New York City, and it maintains a strong presence in various global markets, including Asia, Latin America, Europe, and the Middle East.

Marlene Debel

Chief Risk Officer, Executive Vice President and Member of the Executive Leadership Team

Nick Milnes

Director and Head of Asia and Europe Private Equity

Cyndi Mosquera

Associate Director, Private Equity Investments

Todd Stockton

Vice President and CFO - Capital Markets Group

Dennis White

President and CEO

25 past transactions

Chariot Reinsurance

Private Equity Round in 2024
Chariot Reinsurance is a life and annuity reinsurance company.

Nanum Vitamin

Pre Seed Round in 2024
Nanum Vitamin offers easy meals for children at risk of skipping meals without the burden of using an online child meal card registration payment system.

Empathy

Series B in 2024
Empathy is a platform designed to assist families in navigating the complexities of loss. By integrating technology with human support, Empathy offers a digital companion application that empowers bereaved families. The application serves as a comprehensive support system, guiding users through the emotional, financial, legal, and logistical challenges that arise after the death of a loved one. Through its innovative approach, Empathy aims to alleviate some of the burdens faced by families during difficult times.

bolttech

Series B in 2023
Bolttech is an InsurTech company that specializes in an AI-driven point-of-sale insurance platform, designed to create a technology-enabled ecosystem for protection and insurance. The platform provides a comprehensive range of offerings, including device protection, travel, motor, property, life insurance, and digital insurance, catering to the needs of consumers. By leveraging digital and data-driven capabilities, bolttech facilitates connections between insurers, distributors, and customers, streamlining the process of buying and selling insurance and protection products. The company is focused on expanding its presence internationally, particularly in Asia, to enhance accessibility and efficiency in the insurance market.

Home Lending Pal

Grant in 2020
Home Lending Pal is a developer of innovative lending software that utilizes artificial intelligence to provide mortgage advisory services. The company's platform predicts the likelihood of mortgage approval and reveals hidden ownership costs, thereby empowering consumers to make informed home-buying decisions. Home Lending Pal also offers solutions to lenders, charging monthly fees for software and marketing services aimed at enhancing fairness and compliance within the mortgage industry. By challenging the misconception that increased fairness leads to reduced profits, the company fosters trust and engagement with marginalized communities. Its customer success teams focus on optimizing marketing efforts to boost application volumes and approval rates, ultimately enhancing the overall efficiency and readiness of lending institutions.

Versant Health

Acquisition in 2020
Versant Health is a prominent managed vision care company based in Linthicum Heights, Maryland, serving over 35 million members across the United States. Formed through the merger of Superior Vision and Davis Vision, which were acquired by Centerbridge in 2016 and 2017, Versant Health provides comprehensive eye health and vision care solutions. Its offerings encompass a wide range of services, from routine vision benefits to specialized medical management, catering to the needs of commercial groups, health plans, and government-sponsored programs. The company is committed to delivering cost-effective, high-quality, and individualized eye care through its products and related technologies, as well as training and management services for eye care professionals.

Finclude

Grant in 2020
Finclude operates a credit scoring platform that facilitates the assessment of consumer creditworthiness across Europe. By utilizing a unique approach that focuses on transactional behavior, Finclude enables businesses to evaluate individuals regardless of their credit history. The platform aggregates and interprets data from various banks, providing a comprehensive view of a customer's affordability and creditworthiness. This innovative system supports more informed credit decisions for both businesses and consumers, promoting greater financial inclusivity.

Minerva Neurosciences

Post in 2019
Minerva Neurosciences, Inc. is a clinical-stage biopharmaceutical company based in Waltham, Massachusetts, dedicated to developing and commercializing therapies for central nervous system diseases. The company's lead product candidate, roluperidone, is in Phase III clinical trials aimed at treating schizophrenia. Additionally, Minerva is advancing seltorexant, which has completed Phase IIb trials for insomnia and major depressive disorders, and MIN-301, currently in pre-clinical trials for Parkinson's disease. Minerva has entered into a license agreement with Mitsubishi Tanabe Pharma Corporation for the global development of roluperidone, excluding Asia, and has a collaboration with Janssen Pharmaceutica for seltorexant. Founded in 2007 and formerly known as Cyrenaic Pharmaceuticals, Minerva Neurosciences focuses on providing innovative therapeutic options for patients with significant unmet medical needs in the CNS space.

Willing

Acquisition in 2019
Willing is an online legal service that simplifies the process of end-of-life planning, making it accessible and affordable for all. The platform provides users with tools to create wills and living wills quickly, allowing them to secure their estate plans in just minutes. Additionally, Willing assists users in comparing costs for funeral homes and cemeteries, facilitating informed decisions regarding their end-of-life arrangements. By focusing on user-friendly solutions, Willing helps individuals protect their families and assets while saving time and money.

Monetus

Grant in 2019
Monetus is an investment management company in Brazil that focuses on enhancing the financial well-being of its clients. By integrating advanced technology, design, and data, Monetus offers a streamlined investment experience that is accessible, profitable, and secure. The company employs principles of behavioral economics and modern portfolio theory, along with machine learning, to create diversified investment portfolios tailored to individual client goals. Additionally, Monetus provides personalized recommendations based on thorough analysis of investor profiles and objectives, ensuring that clients are well-equipped to manage, protect, and grow their wealth effectively.

MicroVest I

Debt Financing in 2018
MicroVest is an asset management firm based in Bethesda, Maryland, that specializes in providing investors with unique global investment opportunities. The firm focuses on creating financial solutions that promote economic growth and development, particularly in underserved markets. By leveraging its expertise in managing capital, MicroVest aims to facilitate investments that not only yield financial returns but also contribute to positive social impact. Through its strategic approach, MicroVest seeks to bridge the gap between investors and emerging markets, fostering sustainable development while addressing the needs of communities in various regions.

Hip Money

Grant in 2018
Hip Money Pty Ltd. is a financial technology company based in Brisbane, Australia, founded in 2017. The company focuses on developing the Hip Money application, designed to facilitate the rapid elimination of mortgages and improve financial health for Australians. Hip Money emerged after receiving the Advance Queensland Hot DesQ grant in October 2017. In May 2018, the company engaged in a year-long collaboration with the Bank of Queensland, working with their innovation team to enhance customer savings and overall financial well-being. As of September 2019, Hip Money operates as a subsidiary of Frollo.

Wireless Infrastructure Group

Debt Financing in 2018
Wireless Infrastructure Group is an independent company that specializes in the development and operation of wireless communication infrastructure in the United Kingdom and beyond. Established in 2006, WIG focuses on building and managing communication towers and other wireless assets through a shared model supported by a robust fiber backbone. The company has enhanced competition in the telecom sector, which is typically dominated by a few large players, by introducing innovation and efficiency. WIG has expanded its portfolio to include over 2,000 shared communication infrastructure assets, acquired from a diverse array of sources such as utilities, mobile operators, and police forces. Recently, the company has also initiated operations in the Republic of Ireland and the Netherlands, further extending its reach in the wireless infrastructure market.

Frollo

Grant in 2018
Frollo is a fintech organization dedicated to enhancing financial wellbeing for individuals and small businesses. It offers a free financial wellbeing app available on both iOS and Android, which provides users with actionable insights and gamification features to help them manage their finances effectively. The app has gained recognition for its contributions to financial inclusion, having won awards and being ranked among the top 50 globally in this field. In addition to serving individual users, Frollo partners with financial institutions, including neobanks and traditional banks, to facilitate innovation and expedite the market introduction of new features through its API-enabled platform. This platform utilizes open banking data to support seamless integration, and Frollo has been selected to participate in Australia's Government Open Banking Pilot, furthering its commitment to compliance and innovation in the financial sector.

Enigma

Series C in 2018
Enigma Technologies, Inc. is an operational data management and intelligence company based in New York. It specializes in providing a searchable database of public records, information, and documents, facilitating streamlined operations and informed decision-making for its users. The company offers a suite of products, including Enigma Data Infrastructure, which features tools for data operations and metadata enhancement, and Enigma Solutions, tailored for specific industries such as financial services, pharmacovigilance, and insurance. Enigma also provides analysis-ready public data relevant to sectors like oil and gas, healthcare, and company reference data. Additionally, Enigma operates Enigma Labs, which focuses on developing open data tools for public use, and offers an API to support developers in creating data-rich applications. The company is recognized for its contributions to small business intelligence, delivering timely and accurate insights on the identity and risk profile of small businesses, thus aiding firms in areas such as insurance risk assessment and fraud prevention. Enigma Technologies was incorporated in 2011.

OpSeeker

Grant in 2018
OpSeeker is an online financial advisory platform that enables users to enhance their investment strategies and savings using fictitious money. The platform allows individuals to create profiles and simulate long-term investments, focusing on the psychological aspects of investing. In addition to portfolio simulations, OpSeeker provides a range of educational resources, including videos, podcasts, infographics, and news, aimed at improving users' financial literacy and health. By engaging with virtual money, users can develop their investment skills without the risk associated with real capital.

Change Machine

Grant in 2018
Change Machine builds financial security for low-income communities for people-powered technology. We champion the aspirations of individuals who are most economically disadvantaged by oppressive public policies and practices. Since our founding in 2005, our products and practices have set the national standard for inclusive financial coaching. Over 6,000 practitioners across 46 states have used our platform to build their practice, connect with each other, and amplify their impact.

Logan Circle Partners

Acquisition in 2017
Logan Circle Partners is an asset management firm specializing in fixed-income products. Established with a commitment to investment performance and client service, the firm offers a diverse range of fixed-income strategies tailored to the evolving requirements of its clients. Its offerings encompass the full spectrum of maturity and risk, including short, intermediate, and long-duration investments, as well as investment-grade credit, high-yield, and emerging market debt. This focus allows Logan Circle to provide dynamic and effective capital allocation solutions that adapt to the changing landscape of financial markets.

American Life Insurance Company

Acquisition in 2010
Alico alone is one of the largest and most diversified international insurance companies in the world: 20 million people in over 50 countries look to us for their insurance and savings needs. Our proud history of successful growth spans nearly 90 years, and we’ve become a global business by treating our customers as individuals and serving them locally.

SafeGuard Health Enterprises

Acquisition in 2008
Safeguard Health Enterprises is a privately held company specializing in managed care dental and vision insurance programs. With over 30 years of experience in the industry, the company offers a range of dental plans including DHMO, PPO, and Administrative Services Only (ASO), as well as vision plans. Safeguard serves a diverse clientele, including Fortune 500 companies, educational institutions, employee benefit trusts, and government agencies. The company has grown its membership to 1.8 million, reflecting its commitment to providing comprehensive dental and vision care solutions.

Grand Bank

Acquisition in 2000
Grand Bank, established on March 1, 2002, in Hamilton Square, New Jersey, focuses on providing personalized banking services to its customers. With a commitment to fostering strong relationships, the bank offers individualized attention at its teller stations. Grand Bank specializes in commercial, residential, and small business lending, providing a comprehensive range of products including electronic and mobile banking, savings accounts, certificates of deposit, mortgage loans, and home equity loans. The bank operates with an emphasis on extraordinary customer service and community involvement, maintaining active memberships in various local banking and business associations. Grand Bank opened its latest branch on Route 33 in Hamilton in 2013 and has been recognized as a leading Small Business Administration lender in 2015.

Conning

Acquisition in 2000
Conning & Company, founded in Hartford, Connecticut in 1912, is a money management firm that specializes in the insurance industry and equity markets. The firm is known for developing customized investment strategies tailored to the unique objectives, requirements, and risk tolerances of its clients, which include major institutional investors and insurance company management. Conning employs a disciplined investment process grounded in fundamental analysis, leveraging its risk management tools to create effective solutions. With investment centers in Asia, Europe, and North America, Conning operates as a Registered Investment Adviser, managed by a board of directors.

General American Life Insurance Company

Acquisition in 1999
GenAmerica offers life insurance products and services to the high net worth individuals, small business owners, and corporate clients. It is a subsidiary of MetLife. GenAmerica was founded in 1933 and is based in St Louis, Missouri.

Security First Group

Acquisition in 1997
Security First Group, Inc. (SFG), a Los Angeles-based subsidiary that will serve as MetLife's key organization to design, manufacture and distribute financial services products through financial intermediaries, including NASD firms, NY wirehouses, regional investment firms as well as banks and credit unions.

Empathy

Empathy is a platform designed to assist families in navigating the complexities of loss. By integrating technology with human support, Empathy offers a digital companion application that empowers bereaved families. The application serves as a comprehensive support system, guiding users through the emotional, financial, legal, and logistical challenges that arise after the death of a loved one. Through its innovative approach, Empathy aims to alleviate some of the burdens faced by families during difficult times.
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