Stone Point Capital

Stone Point Capital LLC, established in 2005, is a private equity firm headquartered in Greenwich, Connecticut, with an additional office in New York. It specializes in investing in the global financial services industry, with a focus on mature, middle market companies. The firm seeks control or substantial minority positions in its portfolio companies, typically investing between $5 million and $500 million, and has an investment horizon of five to ten years or more. Stone Point Capital's strategy involves identifying opportunities in sectors such as insurance, banking, asset management, and healthcare services, often involving supply and demand imbalances, restructurings, distressed assets, and special situations. The firm was formerly known as MMC Capital, Inc.

Darran Baird

Managing Director

Scott Bronner

Managing Director, Credit and Board Member

Kyle Buseck

Associate

James Carey

Managing Director

Molly Carpenter

Associate

Haley Click

Associate

John Coghlin

Principal

Chuck Davis

Chairman and CEO

Charles A. Davis

CEO

Nikhil Dixit

Director

Christopher Doody

Principal

Bruce Ferland

Principal

Ivan Flores

Managing Director and Director, Information Technology

Calvin Gaines

Associate

Richard Goldman

CFO and Managing Director

Spencer Holtzman

Director

Harrison Hunter

Managing Director

Fazle Husain

Associate

Fazle Husain

Senior Associate

Agha Khan

Managing Director and Co-Head of Private Equity

Connor Lees

Analyst

Jarryd Levine

Managing Director

Clarinda Lim

Managing Director

Greg Lim

Director

Chip Mahoney

Managing Director

Joseph Makkar

Analyst

James Matthews

Managing Director

Zachary Moelchert

Analyst

Deva Mohammad

Associate

Michael Perez

Managing Director and Member of Stone Point Credit Team

Susie Pratt

Associate

Teddy Price

Associate

Carlos Raedler

Associate

Andrew Reutter

Managing Director and leads Capital Markets

Justin Rispler

Managing Director

David Rogers

Director

Eric Rosenzweig

Managing Director

William Santaniello

Director and Controller

Dhruv Sarna

Managing Director

Alex Sarnoff

Vice President

Lauren Seidman

Managing Director

Rory Shaw

Director

Chris Timchak

Managing Director

Walter Tomasino

Associate

Amy Tran

Vice President

Adam Tuckman

Managing Director and Member of Stone Point Credit Team

Ian Uriguen

Vice President

Seth Weisberg

Vice President

Jack Wendler

Vice President

Nicholas Zacchilli

Vice President

Nicolas Zerbib

Chief Investment Officer, Managing Director, IC Member and Member of the Investment Committees of the Trident Funds

105 past transactions

Keller Williams Realty

Private Equity Round in 2025
Keller Williams Realty is a prominent global real estate franchise, operating with over 1,100 offices and 176,000 agents worldwide. The company stands out for its agent-centric model, providing advanced training, coaching, and technology to empower agents to build successful businesses. It offers a comprehensive property search platform with customizable filters, and also specializes in property management, construction, and residential consultancy services.

The Ardonagh Group

Private Equity Round in 2024
The Ardonagh Group is a prominent provider of insurance brokerage services, operating across the entire insurance value chain in the United Kingdom, Ireland, and international markets. The company integrates leading businesses in the insurance sector to develop a cohesive vision for the industry. It offers a diverse array of insurance-related products and services, catering to a wide clientele that includes complex multinational corporations and individual consumers seeking personal insurance solutions. By collaborating with various insurer partners, The Ardonagh Group delivers a comprehensive range of products and risk solutions designed to meet the specific needs of its customers.

Kestra Holdings

Acquisition in 2024
Kestra Holdings offers industry-leading wealth management platforms to independent financial professionals nationwide.

Vensure Employer Services

Debt Financing in 2024
Vensure Employer Solutions is a Professional Employer Organization (PEO) that combines top-tier HR services with advanced technology to streamline HR processes for businesses. VensureHR provides a range of services including payroll management, employee benefits administration, risk management, and workers' compensation, tailored to meet unique business needs. By handling these administrative tasks, VensureHR helps businesses focus on their core operations while ensuring compliance with employment regulations and improving overall efficiency in HR management.

Sedgwick Claims Management Services

Private Equity Round in 2024
Sedgwick Claims Management Services is a prominent North American provider of technology-enabled claims and risk management solutions, headquartered in Memphis, Tennessee. The company employs nearly 11,000 professionals across approximately 200 offices in the United States and Canada. Sedgwick offers a comprehensive range of services, including claims administration for workers' compensation, disability, and employee absence programs, as well as liability claims in general, automobile, and professional sectors. Additionally, the company specializes in managed care, fraud investigation, structured settlements, and Medicare compliance solutions. By leveraging advanced technology and industry expertise, Sedgwick designs customized programs that address the evolving needs of its clients while maintaining cost-effective operations.

Truist Insurance Holdings

Acquisition in 2024
Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

ClearPoint Health

Private Equity Round in 2024
ClearPoint Health provides health-benefit solutions tailored for small to mid-sized enterprises through a self-funded platform. The company focuses on leveraging the collective strength of a business community to secure significant discounts on medical stop-loss insurance and provider networks. In addition to insurance, ClearPoint Health offers cost-containment services and member navigation tools, facilitating a transition to transparent, affordable, and clinically integrated employee health benefits. This approach enables employers and benefit advisors to enhance their health benefit offerings while managing costs effectively.

Truist Insurance Holdings

Secondary Market in 2023
Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

Lincoln Property Company

Private Equity Round in 2023
Lincoln Property Company is a real estate services firm that specializes in a wide range of offerings for its clients. The company provides asset management, property management, construction management, and development services, including build-to-suit solutions. Additionally, Lincoln Property Company engages in investments and acquisitions, as well as landlord representation, ensuring comprehensive support throughout various stages of real estate projects. With its diverse expertise, the company aims to enhance the value and performance of real estate assets for its clients.

CYGNVS

Series A in 2023
CYGNVS offers a cyber crisis response platform aimed at assisting organizations in maintaining connectivity, confidence, control, and compliance throughout various stages of a cyber crisis. The platform features a guided workflow that supports organizations in adhering to their incident response plans, facilitating the necessary actions to contain crises effectively. By utilizing this platform, organizations can minimize the impact of cyber incidents, thereby reducing potential financial losses and protecting their reputations.

IEQ Capital

Private Equity Round in 2023
IEQ Capital, LLC is a privately owned wealth management firm based in Foster City, California, with an additional office in Los Angeles. Founded in 2019, the company primarily serves high net worth individuals and charitable organizations. It offers a comprehensive range of services, including estate planning, tax strategy, financial planning, and access to a network of professional services in investment, legal, accounting, and tax consulting. IEQ Capital emphasizes a technology-forward approach, enhancing convenience, efficiency, and security for its clients. The firm employs a combination of fundamental, technical, and cyclical analysis to inform its investment strategies in public equity and fixed income markets. Operating as a subsidiary of IEQ Holdings, LLC, IEQ Capital is dedicated to fostering strong connections and collaboration with its clients, driven by a values-oriented culture.

CyberCube

Series C in 2022
CyberCube Analytics, Inc. is a San Francisco-based company that operates a cyber risk analytics platform tailored for the global insurance industry. Founded in 2017, CyberCube specializes in providing data-driven cyber analytics, which assist insurance organizations in making informed decisions regarding insurance placements, underwriting cyber risks, and managing risk aggregation. Its cloud-based platform integrates big data, artificial intelligence, and actuarial science, offering insights derived from vast amounts of data on millions of companies and various technology failure scenarios. Through its services, CyberCube enables insurers to better assess financial losses and industry benchmarks, ultimately supporting businesses in navigating the complexities of cyber risk in the digital landscape.

Elpha Secure

Series A in 2022
Elpha Secure specializes in providing cybersecurity solutions and software protection tailored for small and medium-sized businesses. The company employs advanced telemetry tools to detect and mitigate cyber threats in real-time, ensuring that clients remain one step ahead of potential attacks. Its platform offers on-demand data backup and restoration services, along with intelligent insights to enhance security measures. Elpha Secure also provides comprehensive cyber insurance coverage, which is supported by a reputable carrier and complemented by a skilled team of incident response professionals. All cybersecurity software is developed and validated in-house, ensuring high standards of security and reliability.

The Kessler Group

Acquisition in 2022
The Kessler Group provides deeply experienced affinity marketing solutions and focused credit card strategy for major financial services.

Beeline

Acquisition in 2022
Beeline, Inc. specializes in cloud-based non-employee workforce management solutions, primarily through its vendor management system (VMS). This software enables organizations to effectively manage and optimize their procurement of services and contingent workforce programs, including contractors, temporary workers, and project-based consultants. The company also offers IQN Labs, which develops data-driven methods for enterprises to enhance their management of contingent labor and statement-of-work engagements. In addition to its core software offerings, Beeline provides strategic and operational support, including integration, training, and consulting services, as well as data analysis and risk assessment. Founded in 1976 and headquartered in Centennial, Colorado, Beeline operates additional offices in places such as Rochester, Michigan; Jacksonville, Florida; Sydney, Australia; London, United Kingdom; and Manila, Philippines. The company, which rebranded from IQNavigator, Inc. in 2016, serves a diverse clientele, including Fortune 500 and Global 1000 organizations, aiming to streamline the complexities of workforce management.

Covr Financial Technologies

Series B in 2022
Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency based in Boise, Idaho, founded in 2013. The company specializes in providing life, long-term care, and disability insurance solutions tailored for financial institutions, advisors, and their clients. Covr offers a suite of digital platforms, including Covr Advisor, which helps financial advisors meet their clients' insurance needs by selecting appropriate products; Covr Consumer, which allows banks and credit unions to sell life insurance directly to customers; and Covr Insights, a tool for managing and analyzing existing life insurance policies. The company serves over 24,000 financial advisors and 13 million customers across 30 financial institutions, facilitating a simplified and efficient sales process for life insurance products.

Tivity Health

Acquisition in 2022
Tivity Health, Inc. is a prominent provider of fitness, nutrition, and social connection solutions in the United States, primarily serving adults aged 50 and over. The company operates two main segments: Healthcare and Nutrition. The Healthcare segment includes the SilverSneakers program, which offers fitness opportunities to Medicare Advantage and Medicare Supplement members, along with the Prime Fitness program that provides access to fitness facilities through various sponsors. Additionally, it offers health services such as chiropractic care and physical therapy. The Nutrition segment features weight management solutions under brands like Nutrisystem and South Beach Diet, offering pre-packaged foods directly to consumers through various channels including online sales and retail partnerships. Founded in 1981 and headquartered in Franklin, Tennessee, Tivity Health has a strong network of over 10,000 fitness centers and extensive experience in managing health benefits, enabling it to positively impact the lives of millions of Americans.

Businessolver

Acquisition in 2021
Businessolver, Inc. is a technology company specializing in employee benefits administration through its software-as-a-service (SaaS) platform. Founded in 1998 and headquartered in West Des Moines, Iowa, it provides a comprehensive suite of services that includes benefits enrollment, payroll and billing, compliance management, reporting and analytics, and consumer account administration. The platform also features tools designed to enhance employee engagement, such as the MyChoice recommendation engine and mobile application. Businessolver serves a diverse range of sectors, including technology, healthcare, education, government, manufacturing, retail, and hospitality. The company has established additional offices across several U.S. cities, including Denver, Chicago, Charlotte, Iowa City, Seattle, Louisville, and Dallas. It also employs machine learning technology in its online assistant, Sofia, to further assist employees in navigating their benefits.

Truepic

Series B in 2021
Truepic, Inc. is an image authentication platform based in La Jolla, California, founded in 2014. The company specializes in verifying the authenticity of images and videos, offering solutions applicable in various sectors such as insurance, property management, beauty, health, online sales, and journalism. Truepic’s technology employs controlled capture methods and an image processing engine to combat visual deception and disinformation, enabling users to request and review trustworthy content from any location. Its transparency tools provide verifiable information about the origin and editing history of digital assets, empowering consumers and enterprises to make informed decisions. Recognized for its innovative approach, Truepic has been acknowledged in notable publications for its contributions to enhancing digital content authenticity.

American Orthopedic Partners

Seed Round in 2021
American Orthopedic Partners, founded in 2020 and based in Palm Beach Gardens, Florida, operates a physician-led orthopedic care practice aimed at enhancing clinical value and access for patients, employers, and payors. The company provides orthopedists with the opportunity to maintain local control while collaborating on national initiatives and accessing resources to support practice growth. Its model emphasizes physician engagement and innovation, facilitating value creation and orthopedic excellence. By leveraging national scale, American Orthopedic Partners assists commercial and workers' compensation payors in reducing claims costs, ultimately improving the quality of care delivered to patients.

Ascensus

Acquisition in 2021
Ascensus is a provider of comprehensive retirement plan solutions and tax-advantaged savings plans. As a division of Crump Group, Inc., it serves various segments of the retirement market, managing nearly 27,000 defined contribution plans across micro to large markets and administering over 1.5 million Individual Retirement Accounts (IRAs). The company partners with financial institutions, asset managers, banks, credit unions, state governments, and employers to offer tailored applications that address financial responsibilities related to college education, healthcare, training, and retirement savings. Ascensus is committed to delivering high-quality services that support the financial well-being of its clients and their customers.

Consilio

Acquisition in 2021
Consilio is a provider of eDiscovery, document review, risk management, and legal consulting services, catering to clients of all sizes across various industries. The company offers a comprehensive range of managed services and end-to-end litigation support, including data collection, computer forensics, expert testimony, and multi-lingual and on-site data processing. Consilio's innovative software solutions are designed to enhance efficiency, mitigate risks, and control costs for law firms and corporations. By combining exceptional project management with advanced eDiscovery technology, Consilio strives to address the unique challenges of each project while maintaining a commitment to service quality. Their experienced team is dedicated to delivering results, ensuring clients feel confident in their expertise and ability to manage complex global projects effectively.

Archipelago

Series B in 2021
Archipelago Analytics, Inc., based in San Francisco, California, was incorporated in 2018 and specializes in utilizing artificial intelligence to enhance risk management for large commercial property owners. The company's platform digitizes risk data, facilitating improved insurance outcomes and overall resilience. By enabling the efficient movement of critical information through the insurance value chain—from clients to brokers and capacity providers—Archipelago aims to lower the total cost of risk for its users, ensuring they receive timely and relevant data to make informed decisions.

Gradient AI

Series B in 2021
Gradient AI is a provider of AI solutions specifically tailored for the insurance industry, utilizing extensive industry data to deliver accurate predictions. The company's predictive analytics platform enhances key processes such as underwriting and claims management by integrating advanced machine learning models. Through automated workflows and seamless API integration, Gradient AI enables insurance companies to streamline their operations, improve decision-making, and enhance customer service. Their technology aims to minimize claims and boost profitability, ultimately leading to better risk assessment and more efficient business practices within the insurance sector.

Allied Benefit Systems

Private Equity Round in 2021
Allied Benefit Systems is a national healthcare solutions company founded in 1980, recognized as one of the largest independent third-party administrators in the United States. The company specializes in providing customized benefits and medical management strategies for self-insured employer groups, allowing employers to tailor insurance products to meet the unique needs of their workforce. Allied focuses on integrating innovative medical management and cost-control strategies, offering diverse network options and pharmacy care management to help clients reduce expenses while enhancing member satisfaction. By fostering healthy workplace cultures, Allied enables employers to protect their employees and their families without compromising on quality or affordability.

CoreLogic

Acquisition in 2021
CoreLogic is a technology company that specializes in providing data analytics and risk assessment solutions tailored for the real estate sector. It offers a comprehensive range of services, including consumer, financial, and property information, which are utilized by businesses and government entities. By integrating public, contributory, and proprietary data, CoreLogic develops predictive analytics that enhance decision-making and provide transparency in the markets it serves. The company has established one of the largest databases in the U.S. focused on real estate, mortgage applications, and loan performance, and is recognized as a leading provider of credit reporting, property tax assessments, valuations, flood determinations, and geospatial analytics. CoreLogic serves over one million users, including real estate professionals, financial institutions, and government agencies, helping them assess risk, support underwriting, and improve overall business performance. Headquartered in Santa Ana, California, CoreLogic employs more than 10,000 individuals worldwide.

Roostify

Series C in 2021
Roostify, Inc. is a technology company that specializes in developing a digital mortgage platform aimed at enhancing the home lending experience. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse clientele that includes enterprise banks, independent brokers, and various lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing borrowers to apply for mortgages easily while facilitating seamless communication and document sharing among all parties involved. Originally known as Blue Igloo, Inc., the company rebranded to Roostify in July 2015, reflecting its commitment to transforming the lending landscape.

TriState Capital Bank

Post in 2020
TriState Capital Bank, a subsidiary of TriState Capital Holdings, Inc., is a U.S.-based commercial and private bank serving middle-market businesses and high-net-worth individuals. It offers a range of deposit products, secured and unsecured loans, liquidity and treasury management services, and investment management services. The bank operates through two segments: Bank, which generates the majority of its revenue, and Investment Management, which serves institutional investors, mutual funds, and individual clients. TriState Capital Bank has its main office in Pittsburgh, Pennsylvania, and additional representative offices in Cleveland, Ohio; Philadelphia, Pennsylvania; Edison, New Jersey; and New York, New York.

Inigo

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

Hyphen Solutions

Private Equity Round in 2020
Hyphen Solutions, Ltd. is a developer of construction management software focused on serving residential homebuilders, along with their suppliers, distributors, and manufacturers. Established in 1998 and headquartered in Addison, Texas, the company offers a comprehensive suite of applications designed to enhance various aspects of homebuilding operations. Key products include SupplyPro and BuildPro, which facilitate order management, planning, scheduling, and communication. Additional solutions such as Lien Release automate lien processing, while Trade Finder connects builders with qualified trade partners. Other offerings include InstallPro for capturing product information, Field Management Services for managing operations on-site, and Document Management for centralizing construction documents. The company also provides tools for purchasing control, inspections, and reporting, as well as support services like training and customized development. Hyphen Solutions, previously known as MH2Technologies, Ltd., has established itself as a leading software-as-a-service provider in the North American residential construction market.

Lone Wolf Technologies

Private Equity Round in 2020
Lone Wolf Technologies is a provider of software solutions tailored for real estate offices across North America. Founded in 1988 and headquartered in Cambridge, Canada, with additional locations in Langley, Las Vegas, and Show Low, the company offers a comprehensive suite of products designed to enhance operational efficiency for real estate brokerages. Its offerings include agentWOLF, an agent marketplace; brokerWOLF, a back office management and accounting solution; and WOLFconnect, a front office management tool. Additionally, Lone Wolf provides solutions for transaction management, mobile connectivity, email marketing, and franchise management, among others. By integrating these services, the company aims to streamline operations, improve visibility, and boost profitability for its clients in the residential real estate sector.

Bullhorn

Private Equity Round in 2020
Bullhorn, Inc. is a leading provider of staffing and recruiting software designed 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 products, including applicant tracking systems, business intelligence tools, customer relationship management software, and onboarding solutions. These products facilitate the automation of the recruitment lifecycle, aiding in candidate sourcing, placement, and time and expense management, while also streamlining payment and billing processes. Bullhorn serves a diverse range of sectors, including professional staffing, healthcare, executive search, commercial, and nonprofit organizations. The company has expanded its presence internationally, with offices in the United Kingdom, the Netherlands, Germany, Australia, and various locations in the United States and beyond, reflecting its commitment to delivering innovative solutions tailored to the needs of the staffing industry.

Eden Health

Series B in 2020
Eden Health, Inc. is a New York-based company that specializes in primary care and insurance navigation services tailored for employers and their employees. Established in 2015, the firm provides a text-based messaging platform that offers a range of services, including access to a private doctor's office, 24/7 telemedicine, and assistance in navigating insurance options. By simplifying the complex healthcare landscape, Eden Health aims to enhance the health and wellbeing of employees, enabling them to make informed and cost-effective healthcare decisions regarding primary care and mental health services.

Branch

Series A in 2020
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

Series A in 2020
Retrace Labs Inc. is a company that develops an artificial intelligence-based predictive analytics platform aimed at enhancing dental decision-making through real-time data. Founded in 2017 and headquartered in San Francisco, California, with an additional office in Manhattan, New York, Retrace focuses on reducing the oral disease burden for health plans, providers, and patients. The platform offers various solutions, including financial and medical analytics, cybersecurity, and business intelligence, all designed to streamline the patient experience and improve payment processes for oral health providers. By utilizing intelligent automation, the company aims to minimize administrative burdens, such as surprise bills and prolonged communication with insurance providers, allowing dental professionals to concentrate more on patient care. Retrace selectively collaborates with top oral health providers and insurance companies, fostering a network that promotes efficiency and transparency in financial transactions within the dental industry.

Safe-Guard Products International

Acquisition in 2020
Safe-Guard Products International, LLC specializes in developing, marketing, and administering finance and insurance programs for the automotive aftermarket industry, as well as the recreational vehicle, marine, and motorcycle segments. Based in Atlanta, Georgia, with additional locations in Irvine, California, and Toronto, Canada, the company offers a wide range of protection solutions including mechanical coverage, appearance protection, tire and wheel, road hazard, key replacement, vehicle theft protection, prepaid maintenance, and more. These services are designed to complement manufacturers' warranties and protect consumers from financial risks associated with vehicle maintenance and repair. Safe-Guard serves auto, motorcycle, and marine manufacturers, as well as retailers, and distributes its products through dealers and representatives in the United States and Canada. Founded in 1992, the company aims to enhance the consumer's ownership experience by offering coverage for both expected and unexpected costs.

Kroll

Acquisition in 2020
Kroll, Inc., established in 1972 and headquartered in New York, is a global provider of risk solutions. With over 6,500 professionals worldwide, Kroll offers a range of services including investigations, cybersecurity, due diligence, compliance, and data management. These services help clients across various industries make informed risk management decisions about people, assets, operations, and security. Kroll's expertise spans nearly a century, enabling it to provide advanced solutions and intelligence to clients seeking to navigate complex demands. As a subsidiary of Duff & Phelps Corporation, Kroll continues to uphold its values and trusted expertise in risk, governance, transactions, and valuation.

SunFire

Venture Round in 2020
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

Acquisition in 2019
PrismHR is a software company that specializes in developing enterprise solutions for human resource outsourcing organizations, notably Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Founded in 1985 and based in Plymouth, Massachusetts, with additional offices in Southborough and Framingham, PrismHR offers a comprehensive payroll, benefits, and HR software platform. This platform includes features such as payroll processing, benefits administration, account management, new hire onboarding, and self-service options. The company serves over 88,000 organizations and 2.2 million worksite employees, processing more than $80 billion in payroll annually. In addition to its software solutions, PrismHR provides professional services including implementation, custom programming, training, and customer support, helping clients streamline their human capital management and enhance operational efficiency. The company was formerly known as F.W. Davison & Company, Inc. before rebranding to PrismHR in February 2015.

Bold Penguin

Series B in 2019
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

Acquisition in 2019
Vervent is a provider of specialized financial services that enhance the operational efficiency of companies in complex service industries. The company offers a range of services, including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent aims to help clients accelerate their business operations, ensure compliance, and optimize overall service delivery. Its comprehensive solutions are designed to meet the evolving needs of organizations seeking to improve their financial performance and operational capabilities.

Rialto Capital

Acquisition in 2018
Rialto Capital Management LLC is a subsidiary of Lennar Corporation, focused on real estate investment and management. Established in 2007 and headquartered in Miami, Florida, Rialto specializes in investing in distressed residential and commercial real estate assets, as well as employing strategies for asset management and turnaround situations both domestically and internationally. The firm offers a range of services, including investment management, mortgage origination, and loan workouts, leveraging its comprehensive expertise in real estate and finance. Rialto also collaborates with institutional and high-net-worth investors to develop structured transactions and manage partnerships, positioning itself as a leader in the real estate investment sector.

Eliassen Group

Acquisition in 2018
Eliassen Group, LLC is a technology staffing and consulting firm based in Reading, Massachusetts, with additional locations across the United States. Established in 1989, the company specializes in providing a range of staffing solutions, including contract, contract-to-hire, and direct-hire services. Its consulting services cover agile software development, big data implementation, biometrics, and data management, particularly in drug development. Eliassen Group also offers workforce management consulting, healthcare IT staffing, and life sciences consulting services. The company serves a diverse array of industries, such as financial services, technology, government, healthcare, and education, demonstrating its versatile expertise in meeting various client needs.

Applied Systems

Venture Round in 2018
Applied Systems, Inc. is a leading provider of software solutions for the insurance industry, specializing in agency and brokerage management systems. Founded in 1983 and headquartered in University Park, Illinois, with additional offices in Canada and the United Kingdom, the company offers a range of products designed to optimize business operations for insurance agencies. Key offerings include Epic, which enhances client relationships and business growth; TAM, for managing daily operations; DORIS, an online management system that interfaces with insurance carriers; and Vision, which supports complex business structures and niche markets. Additionally, Applied Systems provides Performance Management for data analysis, Mobile Producer for accessing client and policy information on mobile devices, and Applied Analytics for data-driven insights. The company serves insurance professionals, agencies, brokerages, and carriers across North America and internationally, also offering professional services such as consulting, education, and support.

Sabal

Acquisition in 2018
Sabal Capital Partners LLC is a financial services firm based in Irvine, California, specializing in commercial real estate lending and investment. Founded in 2015, the company has originated over $4 billion in loans through its wholesale lending platform, primarily focusing on Freddie Mac Small Balance multifamily loans ranging from $1 million to $7.5 million. Sabal operates exclusively with brokers and correspondent lenders, offering an innovative platform named SNAP™ that streamlines the lending process, enabling efficient interactions and loan processing within 30 days. The firm is recognized as a nationally rated Commercial Primary Servicer and Commercial Special Servicer, demonstrating its commitment to excellence in the financial services industry. By concentrating on small balance loans and providing tailored solutions, Sabal enhances revenue opportunities for its partners while improving borrower satisfaction in the multifamily and commercial real estate sectors.

Gordon Brothers

Venture Round in 2018
Gordon Brothers is a global advisory, restructuring, and investment firm founded in 1903 and headquartered in Boston, Massachusetts. The firm specializes in the retail, consumer products, industrial, and real estate sectors, providing a range of services including leasehold evaluations, due diligence, portfolio analysis, business plan reviews, and strategic assessments. Gordon Brothers maximizes value for both healthy and distressed companies through asset disposition, appraisal, interim operations management, and capital solutions. It conducts more than $70 billion in transactions and appraisals annually, catering to various industries such as aerospace, defense, distribution, environmental services, automotive, and energy. The firm is also involved in mergers and acquisitions advisory, offering comprehensive support to businesses in need of financial restructuring and strategic guidance.

Mitchell International

Private Equity Round in 2018
Mitchell International, Inc. is a leading software company based in San Diego, recognized for its significant workforce, which is nearing 2,000 employees. The company is expanding its presence not only in San Diego but also in several other cities, including Irvine, Toronto, San Francisco, Rochester, Coppell, Evansville, and Albuquerque. Mitchell International offers competitive compensation and benefits, alongside promising career growth opportunities. Its rapid expansion has earned it recognition as one of the fastest-growing companies in San Diego.

American Mortgage Consultants

Acquisition in 2018
American Mortgage Consultants, Inc. specializes in due diligence and consulting services tailored for clients in the mortgage and financial sectors across the United States. Following its acquisition by Situs Group in 2019, the company offers a comprehensive range of solutions, including asset acquisition, securitization reviews, servicing oversight, and compliance-related services. Their expertise extends to forensic reviews, operational assessments, and advisory services focused on technology and risk management. American Mortgage Consultants serves a diverse clientele, including mortgage originators, banks, credit unions, government agencies, private equity funds, and law firms. Founded in 1996 and headquartered in New York, the company also maintains offices in Chicago, Denver, Dallas, and Tampa, reinforcing its commitment to providing customizable solutions for various financial institutions nationwide.

Grace Hill

Acquisition in 2018
Grace Hill is a company that specializes in providing education and networking opportunities for professionals in the multifamily real estate sector. It develops training and administrative software designed to enhance talent management for those managing multifamily residential properties. The company's integrated talent performance management platform includes features for policy implementation, training, and assessment, helping clients to attract, develop, and retain skilled employees. By streamlining these processes, Grace Hill aims to reduce operational risks and improve overall property performance.

LegalShield

Acquisition in 2018
LegalShield is a leading provider of subscription-based legal and identity protection services, aiming to make legal assistance accessible and affordable for individuals and businesses. With a membership base exceeding 4.4 million people, the company offers comprehensive legal safeguards and identity theft solutions through its IDShield platform, which serves over one million members. LegalShield caters to more than 140,000 businesses and partners with over 34,000 companies to provide these services as voluntary employee benefits. By empowering subscribers with essential legal resources and identity protection, LegalShield enables individuals and families to focus on their lives with greater peace of mind.

Genex Services

Acquisition in 2018
GENEX Services, Inc. is a provider of managed care services based in Wayne, Pennsylvania, specializing in workers' compensation and disability management solutions. Founded in 1978, the company offers a diverse range of services, including catastrophic and vocational case management, utilization review, independent medical examinations, and pharmacy benefit management. GENEX also delivers medical cost containment solutions through services such as bill negotiation, medical review, and access to extensive provider networks. Additionally, the firm offers social security representation and specialized non-occupational disability management for employers, alongside integrated risk management solutions that encompass claims analysis and predictive modeling. Serving a wide array of clients, including insurers, managed care organizations, and employers, GENEX leverages intelligent systems and data analysis to improve the care and outcomes for injured and disabled employees across North America, including the United States, Puerto Rico, and Canada.

Applied Systems

Private Equity Round in 2017
Applied Systems, Inc. is a leading provider of software solutions for the insurance industry, specializing in agency and brokerage management systems. Founded in 1983 and headquartered in University Park, Illinois, with additional offices in Canada and the United Kingdom, the company offers a range of products designed to optimize business operations for insurance agencies. Key offerings include Epic, which enhances client relationships and business growth; TAM, for managing daily operations; DORIS, an online management system that interfaces with insurance carriers; and Vision, which supports complex business structures and niche markets. Additionally, Applied Systems provides Performance Management for data analysis, Mobile Producer for accessing client and policy information on mobile devices, and Applied Analytics for data-driven insights. The company serves insurance professionals, agencies, brokerages, and carriers across North America and internationally, also offering professional services such as consulting, education, and support.

Focus Financial Partners

Acquisition in 2017
Focus Financial Partners is a partnership that consists of independent, fiduciary wealth management firms within the fragmented registered investment advisor (RIA) industry. The company offers a range of services designed to enhance the capabilities of its partner firms, including mergers and acquisitions expertise, talent management, legal and regulatory support, marketing, and business development. By leveraging its resources and best practices, Focus Financial Partners aids these firms in serving individuals, families, employers, and institutions with comprehensive wealth management solutions. The firm generates revenue primarily through wealth management fees and has a significant presence in the United States, along with operations in the United Kingdom, Canada, and Australia.

Kestra Financial

Acquisition in 2016
Kestra Financial, Inc. is an independent advisor platform based in Austin, Texas, that caters to sophisticated financial professionals, including traditional and hybrid registered investment advisors (RIAs). The company focuses on empowering these independent advisors to thrive by offering integrated business management technology alongside personalized consulting services, which enhance their operational efficiency and client service capabilities. Kestra Financial supports over 1,700 independent financial advisors, providing them with a comprehensive suite of securities and investment advisory services. As the parent company of several federally registered investment advisers, Kestra Financial aims to facilitate growth and success for its advisors while fostering a culture of innovation and advocacy within the financial advisory industry.

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.

Henderson Park Capital

Seed Round in 2016
Henderson Park is a real estate investment firm specializing in the acquisition and repositioning of assets that are either undermanaged or underutilized. The firm targets various sectors, including office, logistics, multifamily, student housing, hotel, and retail, and is involved in several active development projects. By focusing on properties that require a repositioned capital structure, Henderson Park aims to enhance the value and performance of its real estate investments across commercial and private rented sectors.

JND Legal Administration

Venture Round in 2016
JND Legal Administration is a legal management and administration firm that specializes in providing a comprehensive suite of legal services. The company, led by experienced industry professionals, offers expertise in various areas, including class action settlements, corporate restructuring, e-discovery, mass tort claims, lien resolution, and government services. JND is dedicated to delivering responsive and trustworthy legal administrative solutions, ensuring that clients receive superior service tailored to their specific needs. With a strong focus on navigating complex legal processes, JND Legal Administration stands out for its commitment to excellence and client satisfaction in the legal landscape.

Vervent

Venture Round in 2016
Vervent is a provider of specialized financial services that enhance the operational efficiency of companies in complex service industries. The company offers a range of services, including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent aims to help clients accelerate their business operations, ensure compliance, and optimize overall service delivery. Its comprehensive solutions are designed to meet the evolving needs of organizations seeking to improve their financial performance and operational capabilities.

Formation Capital

Venture Round in 2016
Formation Capital, established in 1999, is a Georgia-based private investment management firm specializing in real estate investments within the United States. It focuses on seniors housing and care, post-acute, and healthcare real estate, requiring a unique skill set to manage both real estate and operational complexities. The firm's integrated investment platform combines acquisition and asset management expertise, complemented by in-house clinical and development teams. Formation Capital's experienced management team brings together skills in healthcare, real estate, finance, mergers and acquisitions, and value-add asset management.

uSens

Seed Round in 2015
uSens, Inc. is a company based in San Jose, California, that specializes in developing human-computer interaction solutions, particularly in the fields of augmented and virtual reality (AR/VR). Founded in 2013, uSens is known for its innovative products such as Fingo, a sensing device that captures finger gestures and activities, and uSensAR, an augmented reality engine designed for low-end cameras and sensors. The company's technology includes advanced inside-out hand and position tracking solutions, utilizing computer vision and deep learning algorithms to enhance user experiences across mobile and tethered AR/VR platforms. uSens' software is compatible with a variety of devices, including popular VR headsets and mobile platforms, allowing gaming and content developers to create immersive experiences. With teams in both the United States and China, uSens aims to bridge the gap between the virtual and real worlds, facilitating the development of interactive applications that engage users through gesture recognition and positional tracking.

Millstein

Private Equity Round in 2015
Millstein & Co., L.P. is a privately owned investment management firm located in Washington, D.C. The firm specializes in providing independent financial advisory services to corporate and governmental clients facing complex challenges in areas such as mergers, acquisitions, restructurings, and capital raising. Millstein & Co. employs a multi-disciplinary approach, leveraging the expertise of its financial, legal, and policy professionals to develop tailored solutions for a variety of special situations. Additionally, the firm engages in control-oriented private equity investments, focusing on established businesses seeking growth and those undergoing transitions.

Alliant Insurance Services

Funding Round in 2015
Alliant Insurance Services is an insurance brokerage firm that specializes in providing a range of insurance and risk management solutions across various industries, including agriculture, aviation, construction, energy, and finance. The company offers property and casualty insurance, as well as workers’ compensation and employee benefits services. Its comprehensive portfolio includes risk management, life insurance, retirement and savings programs, and specialized coverage for Native American tribal and casino gaming operations. By distributing diversified insurance products and consulting services, Alliant aims to enhance the effectiveness and value of its clients' insurance and employee benefits programs.

Broadstone Net Lease

Funding Round in 2015
Broadstone Net Lease is an internally-managed real estate investment trust (REIT) that specializes in acquiring, owning, and managing primarily single-tenant commercial properties that are net leased on a long-term basis. The company employs a rigorous investment strategy focused on fundamental credit analysis and careful real estate underwriting. As of mid-2020, Broadstone Net Lease's portfolio comprised 632 properties across 41 U.S. states and one property in Canada, covering various sectors including industrial, healthcare, restaurant, office, and retail. The total gross asset value of the portfolio was approximately $4.0 billion. Established in 2006 and based in Rochester, New York, Broadstone Real Estate, LLC, the firm behind Broadstone Net Lease, was acquired by the REIT in early 2020.

Preston Hollow Community Capital

Private Equity Round in 2015
Preston Hollow Community Capital is a private investment firm established in January 2014 and headquartered in Dallas, Texas. Founded by Jim Thompson, the former President and CEO of ORIX USA, the firm specializes in a variety of investment strategies, including fixed income, private equity, venture capital, and alternative investments. Preston Hollow Community Capital focuses on sectors within the municipal bond market such as real estate, senior living, education, healthcare, infrastructure, and economic development. The firm typically engages in investments ranging from $10 million to $100 million and aims to generate strong risk-adjusted returns. Additionally, it seeks to collaborate with major sponsors, including institutional investors, family offices, and sovereign wealth funds.

Allvue Systems

Acquisition in 2015
Allvue Systems LLC is a provider of alternative investment software solutions, specializing in the private capital and fixed income markets. Established in 2019 and headquartered in Coral Gables, Florida, the company offers a comprehensive suite of software that addresses various aspects of investment management, including portfolio management, trade order management, compliance, and investment accounting. Allvue’s solutions serve a diverse range of industries, such as private equity, venture capital, and commercial banking, among others. With a focus on data aggregation and process management, Allvue enhances decision-making for over 400 clients, including fund managers and financial institutions. The platform is designed to streamline operations by integrating multiple functions, thereby facilitating improved efficiency and reporting accuracy throughout the investment lifecycle.

Situs

Acquisition in 2015
Situs is a global provider of comprehensive commercial real estate and loan advisory services, established in 1985. The company offers a diverse range of customized solutions tailored for financial institutions, investors, property owners, and developers. Its extensive service portfolio includes debt advisory, loan servicing, consulting, valuation management, business process outsourcing, and asset management. Situs focuses on enhancing enterprise performance and process efficiency, positioning itself as a key partner in the commercial real estate sector.

Achieve

Funding Round in 2015
Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial well-being. Headquartered in San Mateo, California, the company offers a range of services, including debt resolution, personal loans, and home equity loans. By utilizing proprietary data and analytics, Achieve delivers tailored financial tools and educational resources to support consumers on their financial journeys. Their approach includes personalized service and guidance from financial experts, enabling clients to manage and reduce debt, secure loans, and make informed financial decisions.

Cross Ocean Partners

Seed Round in 2015
Cross Ocean Partners, headquartered in Greenwich, Connecticut, is an investment advisory firm specializing in credit investments across diverse asset classes. Their focus includes corporate loans and bonds, hard assets, commercial real estate, liquidations, and structured credit, both globally and domestically. The firm's strategy revolves around identifying and investing in stressed, distressed, and structured credit opportunities, aiming to generate returns by revitalizing these assets.

Oasis Outsourcing

Acquisition in 2014
Oasis Outsourcing Holdings Inc. is a professional employer organization based in West Palm Beach, Florida, specializing in workforce solutions for businesses across the United States. Founded in 1996, the company serves over 4,700 small and medium-sized businesses and more than 160,000 worksite employees in various industries, including hospitality, retail, manufacturing, technology, and wholesale trade. Oasis Outsourcing provides a comprehensive range of services, including human resources administration, employee benefits management, full-service payroll administration, risk management, and staffing and recruitment. Its offerings encompass infrastructure development, compliance assistance, employee discount programs, health insurance, financial savings plans, and payroll processing solutions. The company also delivers cloud-based technology for workforce management, integrating human resources and risk management functions to create customized Human Resources Information Systems tailored to clients' needs. As the largest private PEO in the United States, Oasis Outsourcing is committed to delivering cost-effective HR solutions to enhance workforce efficiency and compliance.

Long Term Care Group

Acquisition in 2014
Long Term Care Group is a prominent provider of business process outsourcing services specifically tailored for the long-term care insurance industry. The company supports over 50 insurers, including all of the top 10 carriers in this sector, by offering comprehensive administrative services such as application processing, underwriting, policy administration, and claims and care management. Additionally, LTCG delivers health and functional assessments, along with consulting services to help clients navigate their complex long-term care portfolios. With access to the industry's largest database of long-term care underwriting and claims, LTCG provides valuable insights into risk management, enabling its clients to enhance their financial performance effectively.

Vapor Power International

Private Equity Round in 2014
Vapor Power International, LLC specializes in the design and manufacture of a diverse range of thermal systems, including boilers, steam generators, thermal fluid heaters, liquid phase heaters, super heaters, and electric boilers. Founded in 1903 and based in Franklin Park, Illinois, the company serves various sectors, including industrial, commercial, marine, and military applications. Vapor Power International provides tailored solutions to meet specific project requirements, enhancing operational efficiency for its clients. The company's products are distributed through a network of sales representatives, and it maintains offices around the world to support its global customer base.

Enhanced Capital

Venture Round in 2014
Enhanced Capital, established in 1999, is a New York-based investment firm managing over $400 million. It specializes in providing flexible equity and debt financing to small and mid-sized businesses, promoting their growth and expansion. The firm's investment approach is practical and tailored, aiming to maximize the growth potential of companies poised for rapid growth. Enhanced Capital also invests in renewable energy, historic real estate rehabilitation, and affordable housing projects, often leveraging federal and state incentive programs.

Omni New York

Venture Round in 2014
Omni New York LLC is a real estate development company founded in 2004 by Maurice Vaughn and Eugene Schneur, based in New York City. The firm focuses on the development, revitalization, leasing, and management of housing properties, primarily in New York, Wyoming, and Massachusetts. Omni New York aims to provide affordable and environmentally friendly housing solutions to historically underserved communities. The company engages in the acquisition, rehabilitation, and construction of multifamily properties while partnering with local organizations to offer essential social services, including after-school programs, skills training seminars, and adult education classes. Through these efforts, Omni New York seeks to enhance community development and improve living conditions for residents.

Home Point Financial

Seed Round in 2014
Home Point Financial is a mortgage lender that provides a diverse range of loan products to meet various customer needs. Its offerings include conventional home loans, reverse mortgages, and government-backed options such as FHA, VA, and USDA loans. With a focus on delivering accessible financing solutions, Home Point Financial caters to both first-time homebuyers and those seeking to refinance their existing mortgages. The company aims to simplify the lending process while ensuring that customers receive tailored support throughout their borrowing experience.

Ten-X

Venture Round in 2013
Ten-X, Inc. operates an online real estate marketplace that facilitates the buying and selling of both commercial and residential properties. The company features two main platforms: Ten-X Commercial, which focuses on commercial real estate transactions, and Auction.com, dedicated to residential properties including bank-owned homes. Established in 1990 and headquartered in Irvine, California, Ten-X allows users—comprised of buyers, sellers, and real estate professionals—to search, list, and conduct transactions entirely online, utilizing both desktop and mobile technology. The company, which was formerly known as Auction.com, rebranded to Ten-X in January 2016 and has additional offices in San Mateo, New York, and Miami. Ten-X operates as a subsidiary of CoStar Realty Information Inc.

New Ocean Capital Management

Venture Round in 2013
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

Acquisition in 2012
Enstar Group is a specialized insurance and reinsurance company focused on acquiring and managing firms and portfolios in run-off. The company provides a range of services, including management consulting, claims inspection, and reinsurance collection, primarily serving multinational clients across Bermuda, the United States, the United Kingdom, Australia, and Europe. Enstar Group aims to create value through its diverse segments, which include Run-off, Assumed Life, Investments, and Legacy Underwriting, while seeking attractive risk-adjusted returns from its investment portfolio. Originally known as Castlewood Holdings Limited, the company rebranded to Enstar Group Limited following its merger with The Enstar Group, Inc. in January 2007.

SCS Financial

Venture Round in 2012
SCS Financial Services, LLC, established in 2002, is a Boston-based firm offering comprehensive wealth management services. It provides investment management, tax planning, trust and estate services, asset protection strategies, philanthropic planning, and family office services to clients in the United States, Europe, and Asia. As a subsidiary of Focus Financial Partners Inc. since 2017, SCS Financial operates independently, adhering to a fiduciary standard and employing an open architecture model to serve families, family offices, and institutional investors.

Eagle Point Credit Company

Seed Round in 2012
Eagle Point Credit Company is a publicly traded, externally managed closed-end investment company that focuses on the fixed income markets in the United States. Established on March 24, 2014, and managed by Eagle Point Credit Management LLC, the company primarily invests in the equity and junior debt tranches of collateralized loan obligations. These investments mainly consist of below investment grade U.S. senior secured loans, reflecting a strategy that targets higher yield opportunities within the fixed income sector. Eagle Point Credit Company is based in the United States.

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.

Access Point Financial

Seed Round in 2011
Access Point Financial is a specialized finance company focused on the hospitality sector, providing comprehensive lending and advisory services to hotel operators in the United States and Canada. The firm caters to both qualified franchisees of major hotel brands and independent boutique hotels, offering a range of financing options including debt financing, capital leases, bridge loans, construction financing, mezzanine financing, preferred equity, and permanent loans. This tailored approach ensures that each client's unique financial requirements are met effectively. Led by a team of seasoned professionals with extensive experience in hotel financing and investment, Access Point Financial draws on the expertise of its management team, which includes former lenders from well-known financial institutions.

AloStar

Seed Round in 2011
AloStar is a commercial finance platform based in Atlanta, Georgia, operating as a division of State Bank & Trust. The institution specializes in providing asset-based and lender specialty finance loans to middle-market companies across the United States. AloStar aims to support the growth and development of other financial institutions by offering tailored financial solutions that meet the needs of its clients.

C3/CustomerContactChannels

Venture Round in 2011
C3/CustomerContactChannels is a contact center provider for corporations who view outsourcing objectives as a strong component.

SKY Harbor Capital Management

Venture Round in 2011
SKY Harbor Capital Management is an independent boutique investment firm that specializes in providing a variety of investment strategies and solutions, primarily targeting the below-investment-grade US corporate credit market. The firm caters to global institutional investors and private wealth advisors, offering customized solutions designed to achieve superior risk-adjusted returns. With a focus on high yield strategies and distinct risk and return characteristics, SKY Harbor Capital Management emphasizes both broad market opportunities and short duration high yield strategies, effectively addressing the diverse needs of its clients in risk and asset management.

Freepoint Commodities

Seed Round in 2011
Freepoint Commodities is a provider of commodity trading services focused on mid-stream commodity-producing assets. The company engages in the trading of natural gas and power in North America and Europe, as well as global oil and oil products, coal, emissions, and various metals and metal concentrates. In addition to trading, Freepoint Commodities offers physical supply services and risk management products to its clients, facilitating financing and enhancing the overall efficiency of commodity transactions.

Prima Capital Advisors

Venture Round in 2011
Prima Capital Advisors LLC, located in Scarsdale, New York, offers investment advisory and asset management services focused on commercial real estate debt. The firm caters to a diverse clientele, including insurance companies, endowments, corporate and public pension plans, and sovereign wealth funds. Prima Capital specializes in a range of investments, such as commercial mortgage whole loans, commercial mortgage-backed securities, select commercial mortgage "B" notes, mezzanine loans, and preferred shares issued by real estate investment trusts. Through open-ended funds and separate accounts, the firm aims to provide clients with consistent income-generating strategies.

Harbor Community Bank

Seed Round in 2010
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

Venture Round in 2010
NXT Capital is a structured financing provider focused on the U.S. middle market, founded in 2010 and headquartered in Chicago. As a wholly-owned subsidiary of ORIX Corporation USA, NXT Capital specializes in offering a range of financing solutions through its Corporate Finance and Real Estate Finance divisions. The company has successfully originated over $18 billion across more than 600 transactions, leveraging its extensive experience in the lower-middle market. With approximately $11.4 billion in committed capital, NXT Capital serves a diverse investor base, including public and private pension plans, insurance companies, endowments, and foundations, by providing access to primarily first lien senior secured loans. The firm’s senior management team has a long-standing history in middle-market direct lending, having worked together for over 25 years and navigating multiple credit cycles. NXT Capital maintains a strong presence with offices in several major U.S. cities, including Atlanta, Dallas, Los Angeles, Nashville, New York, and Phoenix.

Carlile Bancshares

Seed Round in 2010
Carlile Bancshares is focused on investing in community banks across the Southwest, specifically in Texas, New Mexico, Oklahoma, and Colorado. The company specializes in acquiring small to regional banks that seek alternatives for their shareholders. Through these acquisitions, Carlile Bancshares aims to provide a range of commercial and personal banking services, catering to small businesses and professionals within these communities. The firm serves as a platform to enhance local banking services and support economic growth in the regions it operates.

Yadkin Bank

Post in 2009
Yadkin Bank is a full-service community bank that operates 100 branches across North Carolina and upstate South Carolina, serving approximately 130,000 customers with assets totaling $7.5 billion. The bank offers a range of services including personal and commercial banking, mortgage lending, investment, and insurance solutions tailored for both residents and businesses in the region. Yadkin Mortgage, the bank's mortgage division, is based in Winston-Salem, while its government-guaranteed lending services are managed from Charlotte. In addition to traditional banking services, Yadkin Bank provides various financial products, such as current and savings accounts, housing and vehicle loans, as well as internet and mobile banking services.

GrandPoint Bank

Venture Round in 2009
Grandpoint Bank is a full-service commercial bank with assets totaling $3.2 billion, catering primarily to professionals, entrepreneurs, and privately held businesses. It operates 14 banking offices across Southern California, Washington, and Arizona, including a seven-branch network in Los Angeles and Orange counties that emphasizes its community banking heritage. The bank comprises several divisions, including Regents Bank in San Diego, Bank of Tucson in Arizona, and The Biltmore Bank of Arizona in Phoenix, each maintaining distinct, respected brands and regional operational autonomy. Grandpoint Bank is a wholly owned subsidiary of Grandpoint Capital, Inc., which is headquartered in Los Angeles.

Amherst Holdings

Venture Round in 2008
Amherst is a closely held financial-services company that specializes in underwriting and trading residential mortgage securities. It is a data, analytic, and research-focused financial services holding company with expertise in the real estate, mortgage, and related structured finance markets. Amherst was founded in 1993 and is based in Austin, Texas.

Edgewood Partners Insurance Center

Seed Round in 2007
Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.

Atlantic Capital Bank

Venture Round in 2007
Atlantic Capital Bank is a commercial bank based in Atlanta, Georgia, established in 2007. The bank specializes in providing loan services and a range of financial products to small and medium-sized businesses, middle-market corporations, and private clients. Its offerings include credit and treasury management services, deposit products, commercial real estate finance, and specialty industry services. Atlantic Capital Bank aims to support mid-size and emerging growth companies, as well as top-tier real estate developers and investors, by combining the extensive expertise and resources of larger banks with the personalized service characteristic of smaller institutions. The bank generates revenue primarily through interest income and also offers select capital markets, mortgage banking, and electronic banking services to its diverse clientele.

Asset Allocation and Management Company

Acquisition in 2007
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.

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

Private Equity Round in 2004
Wilton Re is a provider of life insurance and reinsurance services, headquartered in Wilton, Connecticut. Founded in 2004, the company specializes in the acquisition and management of blocks of in-force life insurance and annuities. It offers a range of services, including product development, underwriting, and strategic support for life insurance clients. Additionally, Wilton Re provides risk capital and related services, focusing on in-force acquisitions, middle-market products, traditional reinsurance, and longevity risk management. This comprehensive approach aims to enhance the capabilities of its clients while addressing the needs of the middle market.

CompWest Insurance

Seed Round in 2004
CompWest Insurance specializes in providing workers' compensation insurance to mid-size companies in California. The company collaborates with a network of insurance broker partners to serve various industries, including light manufacturing, retail and wholesale, hospitality, and construction. Additionally, CompWest Insurance offers a range of services such as dispute resolution for claims, medical management, and fraud detection and prevention. Its focus on diverse sectors ensures tailored insurance solutions that meet the unique needs of its clients.

Equator Technologies

Venture Round in 2003
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.
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