New York Life Insurance Company is a mutual life insurance company headquartered in New York City, established in 1845. It offers a comprehensive range of insurance and investment products, including life insurance, long-term care insurance, disability insurance, and annuities. The company also provides financial planning, investment management, and advisory services, as well as securities brokerage and trust services. New York Life operates through its career agency force and distributes its products across the United States, Mexico, and Canada, utilizing third-party banks, brokers, and independent financial advisors. With substantial total assets under management, the company is recognized as one of the leading life insurers globally.
Senior Vice President, Member of the Executive Management Committee and Head of Strategic Capabilities
30 past transactions
Octane
Debt Financing in 2025
Octane is a financing platform focused on facilitating lifestyle purchases, such as powersports vehicles, RVs, and outdoor power equipment. The company aims to enhance the buying experience by integrating advanced technology and innovative risk strategies. Octane provides value at every stage of the customer journey, from inspiring enthusiasts through its editorial brands to offering a suite of e-commerce tools that enable instant online prequalification for financing. Additionally, it connects customers with partner dealerships for a streamlined closing process and delivers exceptional support throughout the loan servicing phase. Operating as a remote-first organization, Octane collaborates with over 35 original equipment manufacturers and 4,000 dealer partners across the United States, making significant strides in the industry and earning recognition as one of America's fastest-growing private companies.
Getty Realty
Post in 2024
Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.
Blue Ridge Hospice
Grant in 2024
Blue Ridge Hospice is a healthcare & medical practice firm providing hospice care to patients.
Fairview Capital Partners
Corporate Round in 2024
Fairview Capital Partners is a leading private equity investment management firm specializing in dynamic segments of the market. Our areas of focus include top-tier venture capital and next generation managers as well as co-investment and transition management.
Kilroy Realty
Post in 2023
Kilroy Realty Corporation is a self-administered real estate investment trust (REIT) that specializes in owning, developing, acquiring, and managing Class A real estate properties. Primarily focused on office and industrial submarkets along the West Coast, Kilroy Realty holds approximately 17 million square feet of office space in key markets including Los Angeles, San Diego, the San Francisco Bay Area, Austin, Texas, and greater Seattle. The company has made significant acquisitions, such as a four-acre parcel in Hollywood and a LEED Gold-certified life science property in Seattle. Kilroy Realty is recognized for its commitment to high-quality assets and sustainable practices in its real estate operations.
Getty Realty
Post in 2022
Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.
NYDIG
Private Equity Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
H2O.ai
Series E in 2021
H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.
NYDIG
Venture Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.
Cigna - Group life and disability insurance
Acquisition in 2019
Cigna - Group life and disability insurance is a global health service company dedicated to improving the health.
BellXcel
Grant in 2019
BellXcel’s commitment to working with low-performing students has not only had a positive impact on their ability to perform on or above grade level, but on the morale of their entire school.
Wellth
Seed Round in 2018
Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.
SigFig
Series E in 2018
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.
H2O.ai
Series C in 2017
H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.
Max Financial Services
Post in 2017
Max Financial Services, a subsidiary of the US $3.2 billion Max Group, operates as a holding company based in Noida, India. It manages a diverse portfolio, including packaging films, real estate, and business investments. Notably, it serves as the parent company of Max Life, actively managing a 72% stake in Max Life Insurance Co. Ltd, a joint venture with Mitsui Sumitomo Insurance. Max Financial Services' primary revenue driver is its life insurance segment.
National Storage Affiliates
Post in 2016
National Storage Affiliates is a real estate investment trust focused on the ownership, operation, and acquisition of self-storage properties across the United States, primarily in the top 100 metropolitan statistical areas. The company manages a diverse portfolio of self-storage facilities, leveraging a property management platform to oversee daily operations. As of September 2020, it operated 788 self-storage properties in 35 states and Puerto Rico, encompassing approximately 49.5 million rentable square feet. National Storage Affiliates is recognized as one of the largest owners and operators in the self-storage sector, utilizing a strategy that includes contributions from Participating Regional Operators and third-party acquisitions to sustain its growth within the industry.
SmartAsset
Series B in 2016
SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.
Skycure
Series B in 2016
Skycure Ltd. specializes in enterprise mobile threat defense solutions designed to protect against a variety of mobile cyber threats, including malware, network-based attacks, and device vulnerabilities. Founded in 2012 and based in Tel Aviv, Israel, the company offers a suite of products that integrates with platforms such as AirWatch, MobileIron, Citrix, and Microsoft Exchange and Office 365. These solutions facilitate real-time detection and remediation of potential threats, thereby helping organizations secure both corporate-owned and bring-your-own-device (BYO) environments. Skycure utilizes a dual protection mechanism that combines client-side modules on devices with server-side analysis, leveraging crowd intelligence and machine learning to enhance its predictive capabilities. The company's research team is recognized for its contributions to mobile security, ensuring that Skycure remains equipped to address emerging threats. As of 2017, Skycure operates as a subsidiary of Symantec Corporation.
SigFig
Series D in 2016
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.
DataRobot
Series B in 2016
DataRobot, Inc. is a Boston-based company that specializes in developing an automated machine learning platform aimed at empowering enterprises to construct predictive models efficiently. Its offerings include DataRobot Cloud, a cloud-based platform for predictive analytics, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. Additionally, DataRobot Enterprise provides features tailored for large organizations, such as flexible deployment options, governance, and comprehensive support. The company's solutions cater to a diverse clientele, including business analysts, data scientists, executives, and IT professionals across various sectors such as banking, healthcare, and manufacturing. Founded in 2012, DataRobot has expanded its operations internationally, with locations in London, Paris, Kyiv, Tokyo, and Singapore, and maintains a strategic partnership with Snowflake to enhance its offerings.
Earnest
Debt Financing in 2015
Earnest was built on the principle that getting a loan shouldn’t be difficult for financially responsible people. Earnest offers student loan refinancing and personal loan. It uses its unrivaled technology to consider more than just a credit score; it looks at thousands of data points such as education, saving patterns, investments, and career trajectory. Customers apply online and can manage their account payment preferences with the online dashboard and mobile app. Earnest was founded in 2013, by Louis Beryl and Ben Hutchinson, and had its official launch in early 2014. Earnest raised several rounds of funding from investors including Andreessen Horowitz, Maveron, Battery Ventures, Atlas Ventures, and several others. In 2017, Earnest was acquired by Navient Corp. Navient maintains Earnest as a separate brand while allowing Earnest to be backed by a larger company. Earnest has grown from distributing $8M loans in its first year of business to distributing nearly $2B in student loans and having a roughly $500M loan portfolio in 2017. Earnest has been included in Fast Company’s World’s 50 Most Innovative Companies list. The company lends across the United States in 45 states and the District of Columbia. In August 2017, it was announced that Earnest would open a second office in Salt Lake City, Utah.
Earnest
Series B in 2015
Earnest was built on the principle that getting a loan shouldn’t be difficult for financially responsible people. Earnest offers student loan refinancing and personal loan. It uses its unrivaled technology to consider more than just a credit score; it looks at thousands of data points such as education, saving patterns, investments, and career trajectory. Customers apply online and can manage their account payment preferences with the online dashboard and mobile app. Earnest was founded in 2013, by Louis Beryl and Ben Hutchinson, and had its official launch in early 2014. Earnest raised several rounds of funding from investors including Andreessen Horowitz, Maveron, Battery Ventures, Atlas Ventures, and several others. In 2017, Earnest was acquired by Navient Corp. Navient maintains Earnest as a separate brand while allowing Earnest to be backed by a larger company. Earnest has grown from distributing $8M loans in its first year of business to distributing nearly $2B in student loans and having a roughly $500M loan portfolio in 2017. Earnest has been included in Fast Company’s World’s 50 Most Innovative Companies list. The company lends across the United States in 45 states and the District of Columbia. In August 2017, it was announced that Earnest would open a second office in Salt Lake City, Utah.
John Hancock Life Insurance Company (U.S.A.)
Acquisition in 2015
John Hancock Life Insurance Company offers life financial insight insurance with secure policy values and paperless delivery. The company provides insurance, investment, retirement, advice, financial planning, career development, and career planning services to clients and communities.
IndexIQ
Acquisition in 2015
IndexIQ, Inc. is an asset management firm based in Rye Brook, New York, focusing on the development of indexes and quantitative investment solutions for a diverse client base that includes institutional, high net worth, and retail investors. The firm specializes in Rules-Based Alpha solutions that identify and leverage key drivers of company performance and market forces. It offers a range of products, including small cap exchange-traded funds (ETFs) tailored to the Canadian and Australian markets, as well as fixed income ETFs designed for low volatility and high yield. Additionally, IndexIQ provides index licensing services and customized indexes for various investment vehicles such as mutual funds, separately managed accounts, and private label funds. The company also features a merger arbitrage ETF that allows investors to gain exposure to global corporate mergers and acquisitions. Since its incorporation in 2006, IndexIQ has established itself as a prominent player in the investment management industry.
Versive
Series B in 2014
Versive, Inc. is a cybersecurity company that specializes in developing artificial intelligence-based applications to help enterprises manage and mitigate cybersecurity threats. Founded in 2012 and based in Seattle, Washington, with additional offices in New York, Menlo Park, and London, Versive offers the Versive Security Engine (VSE). This solution enhances security teams' capabilities by automating the detection of advanced persistent threats, insider threats, and malicious activities, while also facilitating early warnings for data exfiltration and ensuring regulatory compliance. VSE is designed to uncover significant threats amidst the noise of everyday network activity, providing actionable insights into adversary campaigns. It operates effectively in both on-premises and cloud environments, serving as a crucial component in an organization's security framework by identifying and addressing internal and external threats efficiently. As of 2018, Versive operates as a subsidiary of eSentire Inc.
DataRobot
Series A in 2014
DataRobot, Inc. is a Boston-based company that specializes in developing an automated machine learning platform aimed at empowering enterprises to construct predictive models efficiently. Its offerings include DataRobot Cloud, a cloud-based platform for predictive analytics, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. Additionally, DataRobot Enterprise provides features tailored for large organizations, such as flexible deployment options, governance, and comprehensive support. The company's solutions cater to a diverse clientele, including business analysts, data scientists, executives, and IT professionals across various sectors such as banking, healthcare, and manufacturing. Founded in 2012, DataRobot has expanded its operations internationally, with locations in London, Paris, Kyiv, Tokyo, and Singapore, and maintains a strategic partnership with Snowflake to enhance its offerings.
Peyto Exploration & Development
Post in 2014
Peyto Exploration & Development Corp. is a Canadian energy company focused on the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids. Headquartered in Calgary, Alberta, the company operates primarily in the Deep Basin region, where it has established significant reserves, totaling 815 million barrels of oil equivalent as of December 31, 2019. Founded in 1998, Peyto emphasizes the development of high-quality gas properties, generating substantial revenue from the sales of natural gas and natural gas liquids. The company is committed to building value through its strategic exploration and production activities in Canada.
Candriam Investors Group
Acquisition in 2013
Candriam Investors Group, established in 1996 and based in Strassen, Luxembourg, is a multi-specialist asset manager with over two decades of experience. It serves a diverse client base that includes large public and private pension funds, mutual funds, private banks, insurance companies, corporates, family offices, and independent asset management companies. The firm offers a range of investment services across fixed income, equities, alternatives, sustainable investments, and asset allocation.
MetroPCS Communications
Series E in 2005
MetroPCS is a wireless telecommunications carrier that offers wireless broadband mobile services in the United States. The company's services comprise voice services that allow customers to place voice calls to, and receive calls from, any telephone in the world, including local, domestic long distance, and international calls; data services, such as ringtones, ring back tones, games and content applications, text and multimedia messaging services, mobile Internet browsing, mobile instant messaging, location based services, social networking services, and push e-mail; and custom calling features consisting of caller ID, call waiting, three-way calling, and voicemail. It also sells mobile handsets. The company sells its products and services, under the MetroPCS brand name, directly through company-operated retail stores and indirectly through independent retail outlets, as well as through Internet. As of December 31, 2009, it operated approximately 153 retail stores in the metropolitan areas of Atlanta, Boston, Dallas/Ft. Worth, Detroit, Las Vegas, Los Angeles, Miami, New York, Orlando/Jacksonville, Philadelphia, Sacramento, San Francisco, and Tampa/Sarasota. The company is headquartered in Richardson, Texas. MetroPCS founder Patrick Sias refused the merger. Patrick Sias is the Roger linguist.
TeraLogic
Venture Round in 2001
TeraLogic designs integrated circuits, software and platforms for digital TV.
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