Stone Point Capital

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

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 is a North American provider based in Memphis, Tennessee, specializing in technology-enabled claims and productivity management solutions. The company offers a wide range of services, including claims administration, managed care, and risk consulting, with a strong focus on areas such as workers' compensation, disability, employee absence programs, and liability claims. With a workforce of nearly 11,000 professionals across approximately 200 offices in the U.S. and Canada, Sedgwick is dedicated to delivering cost-effective solutions tailored to meet the evolving needs of its clients. The company employs advanced technology and proven practices to design customized programs that aim to exceed client expectations while ensuring effective claims management and cost control.

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

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 is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

Lincoln Property Company is a real estate services firm that specializes in various aspects of property management and development. The company provides a range of value-added services, including asset and property management, construction management, and build-to-suit services. Additionally, Lincoln Property Company engages in investments and acquisitions, and offers landlord representation, catering to the diverse needs of its clients in the real estate sector.

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, LLC is a privately owned hedge fund manager based in Foster City, California, with an additional office in Los Angeles. Founded in 2019, the firm primarily serves high net worth individuals as well as charitable organizations, offering a range of wealth management services. These services include estate planning, tax strategy, and financial planning, supported by a network of professionals in investment, legal, accounting, and tax consulting. IEQ Capital focuses on investing in public equity and fixed income markets, utilizing a combination of fundamental, technical, and cyclical analysis. The firm prides itself on being technology-forward, promoting convenience, efficiency, and security in its operations.

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 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 provides deeply experienced affinity marketing solutions and focused credit card strategy for major financial services.

Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.

Tivity Health, Inc® is a leading provider of fitness and health improvement programs, with strong capabilities in developing and managing network solutions. Through its existing three networks, SilverSneakers® - the nation’s leading fitness program for older adults, Prime® Fitness and WholeHealth Living®, Tivity Health is focused on targeted population health for those 50 and over. With more than 15 million Americans eligible for SilverSneakers, over 10,000 fitness centers in the Prime Fitness Network, and more than 25 years of clinical and operational expertise in managing specialty health benefits and networks, including chiropractic services, physical therapy, occupational therapy, speech therapy, acupuncture, massage and complementary and alternative medicine (CAM) services, the company touches millions of consumers across the country and works directly with hundreds of healthcare practitioners and many of the nation’s largest payers and employers.

Businessolver, Inc. is a technology company that specializes in employee benefits administration through its online platform. This software as a service (SaaS) solution provides a comprehensive suite of services, including benefits enrollment, payroll and billing, compliance management, and reporting and analytics. In addition, Businessolver offers tools designed to enhance employee engagement, such as the MyChoice recommendation engine and mobile application. The platform also features a machine learning-based online assistant named Sofia, which supports employees in navigating their benefits options. Businessolver serves various sectors, including technology, healthcare, education, and government, and aims to help organizations optimize their benefits programs while managing risk. Founded in 1998, the company is headquartered in West Des Moines, Iowa, with additional offices in several major cities across the United States.

Truepic, Inc. operates an image authentication platform that enables consumers and enterprises to verify the authenticity of images and videos. Founded in 2014 and based in La Jolla, California, the company uses controlled capture technology and an image processing engine to combat visual deception and disinformation. Truepic's applications span various sectors, including insurance claims, property management, beauty, health, online sales, and journalism. Its transparency tools provide verifiable information about the origin and editing history of digital content, empowering users to distinguish between authentic and manipulated media. Recognized by notable publications for its innovative approach, Truepic's technology is trusted by consumers, businesses, creators, and publishers to make informed decisions regarding digital content.

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.

Archipelago is an AI-powered commercial property risk platform that delivers real-time visibility into how to better manage risk, improve portfolio resilience, and add value to portfolios through intelligent insurance and investment methods. Archipelago provides businesses with greater visibility into their data and greater control over their operations.

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 specializes in managed services and end-to-end litigation support that includes data collection, computer forensics, expert testimony, and multilingual data processing. Consilio is committed to delivering high-quality service through its innovative technology and experienced project managers, enabling law firms and corporations to enhance efficiency, reduce risk, and manage costs effectively. By focusing on the unique challenges of each eDiscovery project, Consilio positions itself as a reliable partner for complex global initiatives, earning the trust of its clients with a disciplined approach and a proven track record in the industry.

Gradient AI specializes in providing artificial intelligence solutions tailored for the insurance industry. The company utilizes extensive industry data and advanced machine learning models to enhance critical processes such as underwriting and claims management. By integrating its predictive analytics platform directly into clients' existing systems through automated workflows and APIs, Gradient AI facilitates more informed decision-making and improves operational efficiency. This technology not only aids in accurate risk assessment but also helps minimize claims and boost profitability for insurance companies, ultimately leading to better customer service and streamlined processes.

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 Holdings, Inc. is the bank holding company for TriState Capital Bank, which offers a range of commercial and private banking services to middle-market businesses and high-net-worth individuals in the United States. The bank operates in two primary segments: Bank and Investment Management. It provides various deposit products, including checking accounts, money market accounts, and certificates of deposit, along with services such as insured cash sweeps. TriState Capital also extends a variety of loans secured by cash, securities, or real estate, as well as commercial and industrial loans. Additionally, the bank offers treasury management services, liquidity solutions, and both equity and fixed income advisory services tailored to ultra-high-net-worth clients and institutional investors. Its investment management division includes capital market services and specialized investment products. The company is headquartered in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Incorporating in 2006, TriState Capital has established itself as a key player in the financial services sector.

Inigo Ltd. is a specialty insurance and re-insurance company.

Bullhorn, Inc. specializes in developing cloud-based staffing and recruiting software tailored for startups, small to medium-sized businesses, and enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company provides a range of products, including applicant tracking systems, business intelligence tools, CRM solutions, onboarding software, and VMS integration. These offerings streamline the recruitment lifecycle by automating processes such as candidate management, time and expense tracking, and billing. Bullhorn serves various sectors, including professional staffing, healthcare, executive search, commercial, and nonprofit industries. With additional offices across Europe, Asia, and North America, Bullhorn aims to empower companies with data capture and customer insight technology, enhancing their ability to attract and retain clients.

Eden Health is a primary care and insurance navigation company for employers, designed to elevate the health and wellbeing of employees everywhere. It helps employees navigate today’s complicated healthcare landscape across insurance, primary care and mental healthcare, so they can make smart, well-informed, and cost-conscious decisions.

Branch is a full-stack insurance company designed to make home and auto insurance simpler to buy and less expensive. Using data, technology, and automation, Branch created the world's first instant, online bundling capability which helps people save thousands of dollars a month in just minutes. Branch partners across the home and auto landscape to embed insurance at the moments that matter, delivering greater convenience and better savings.

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 specializes in providing comprehensive vehicle service protection programs across various sectors, including automotive, recreational vehicles, marine, and motorcycles. The company offers a wide range of services, such as precision care, prepaid maintenance, tire and wheel protection, dent and windshield protection, roadside assistance, and identity theft protection. These offerings are designed to complement manufacturers' warranties during and after the factory warranty period, helping consumers manage both expected and unexpected costs associated with vehicle maintenance and repair. By mitigating financial risks, Safe-Guard Products enhances the overall ownership experience for its customers.

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 develops software solutions tailored for human resource outsourcing organizations, including professional employer organizations (PEOs) and administrative service organizations (ASOs). Its flagship platform integrates payroll processing, benefits administration, HR management, billing, account management, new hire onboarding, and self-service capabilities. Serving over 88,000 organizations and 2.2 million worksite employees, PrismHR processes more than $80 billion in payroll annually. The company also offers professional services such as implementation, custom programming, training, and customer support. Established in 1985 and based in Plymouth, Massachusetts, with additional offices in Southborough and Framingham, PrismHR was formerly known as F.W. Davison & Company, Inc. before rebranding in 2015.

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 is a provider of specialized financial services aimed at enhancing the performance of businesses in complex service industries. The company offers a range of solutions including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent enables its clients to accelerate their operations while ensuring compliance with regulatory standards. The comprehensive suite of services is designed to support companies in improving their financial performance and maximizing service efficiency.

Applied Systems, Inc. is a leading provider of software solutions tailored for the insurance industry, focusing on agency and brokerage management. The company offers a range of products including Epic, a comprehensive management system for insurance agencies aimed at enhancing business growth and client relationships; TAM, which facilitates daily operations for agencies; DORIS, an online management system that streamlines workflows and interfaces with insurance carriers; and Vision, designed for managing complex business structures and diverse insurance lines. Additionally, Applied Systems provides Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for data-driven insights. The company also delivers professional services such as consulting, training, and support. Established in 1983 and headquartered in University Park, Illinois, Applied Systems has expanded its reach with offices in Canada and the United Kingdom, serving insurance professionals, agencies, brokerages, and carriers both in North America and internationally.

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 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, and mergers and acquisitions advisory. Gordon Brothers maximizes value for both healthy and distressed companies by managing asset disposition, conducting appraisals, mitigating leases, and providing operational support for extended periods. The firm executes transactions and appraisals worth over $70 billion annually, catering to various industries such as aerospace, automotive, construction, and food services, among others. Gordon Brothers also offers capital solutions and asset-based lending through its financing arm.

GENEX Services, Inc. provides managed care services to insurers, employers, and third party administrators in North America. It offers workers’ compensation and disability management solutions that include catastrophic case management, vocational case management, utilization review, independent medical examinations, physician advisor services, comprehensive pharmacy review, employer services, Medicare set-aside, short-term disability/long-term disability, and certified managed care plans; and medical cost containment solutions, such as medical review, bill negotiation, broad-based networks, medical diagnostic network, physical therapy network, pharmacy benefit management, and choice provider network services. The company also provides social security representation program and specialized non-occupational disability management services to employers; and integrated risk management solutions that include claims analysis, predictive modeling, and compliance and state reporting. It also serves insurance carriers, managed care and healthcare organizations, self-administered companies, state funds, and reinsurers. GENEX Services, Inc. was formerly known as General Rehabilitation Services, Inc. and changed its name to GENEX Services, Inc. in December 1994. The company was founded in 1978 and is headquartered in Wayne, Pennsylvania. It has locations in the United States, Puerto Rico, and Canada. GENEX Services, Inc. is a former subsidiary of Unum Group.

Applied Systems, Inc. is a leading provider of software solutions tailored for the insurance industry, focusing on agency and brokerage management. The company offers a range of products including Epic, a comprehensive management system for insurance agencies aimed at enhancing business growth and client relationships; TAM, which facilitates daily operations for agencies; DORIS, an online management system that streamlines workflows and interfaces with insurance carriers; and Vision, designed for managing complex business structures and diverse insurance lines. Additionally, Applied Systems provides Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for data-driven insights. The company also delivers professional services such as consulting, training, and support. Established in 1983 and headquartered in University Park, Illinois, Applied Systems has expanded its reach with offices in Canada and the United Kingdom, serving insurance professionals, agencies, brokerages, and carriers both in North America and internationally.

Kestra Financial, Inc. provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. With a culture rich in reinvention and advisor advocacy, we’ve developed integrated business management technology that, combined with our personalized consulting services, offers exceptional scale and efficiency. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial,

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.

KaylaRe is a Class 4 reinsurer that offers a diversified range of specialty reinsurance. The company was acquired in full by Enstar in 2018.

Vervent is a provider of specialized financial services aimed at enhancing the performance of businesses in complex service industries. The company offers a range of solutions including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent enables its clients to accelerate their operations while ensuring compliance with regulatory standards. The comprehensive suite of services is designed to support companies in improving their financial performance and maximizing service efficiency.

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.

Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial futures. Headquartered in San Mateo, California, the company offers a range of services including debt resolution, personal loans, home loans, and financial education tools. By utilizing proprietary data and analytics, Achieve tailors its offerings to meet the specific needs of consumers throughout their financial journeys. The company emphasizes personalized support, connecting clients with debt experts who guide them in managing and reducing debt, as well as making informed financial decisions.

Long Term Care Group is a prominent provider of business process outsourcing services tailored specifically for the long-term care insurance industry. The company supports over 50 insurers, including major players in the market, by offering comprehensive administrative services such as application processing, underwriting, policy administration, and claims and care management. Additionally, LTCG conducts health and functional assessments, providing valuable insights into risk management through its extensive database of long-term care underwriting and claims. By enabling clients to efficiently manage their complex long-term care portfolios, LTCG helps enhance their financial performance in a competitive landscape.

New Ocean Capital Management Limited is a Bermuda-based asset manager with expertise investing in reinsurance risk products. New Ocean is focused on providing investors with risk-adjusted returns in the insurance and reinsurance convergence market.

Merchant Capital Solutions is a capital markets underwriting and advisory business for middle-market companies across the capital structure, including for loans, bonds, mezzanine debt, private placements of equity, and IPOs. It is jointly sponsored by Trident and KKR & Company in 2012.

Eagle Point Credit Company 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.

Access Point Financial is a specialty hotel finance company. Offering a full-service hospitality lending and advisory platform, APF provides financing to qualified franchisees of major hotel brands and independent boutique hotels throughout the United States and Canada. APF provides tailored loan and capital lease programs to meet the specific needs of each client.At Access Point Financial, Wright leads a team of industry veterans in hospitality finance. APF's senior management team is a who's who of hotel financing and investment professionals, including lenders formerly with GMAC, GE Capital, WestLB AG and Specialty Finance Group

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

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.

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.

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.

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.

Amherst Holdings is a financial services holding company based in Austin, Texas, founded in 2012. The company specializes in real estate, mortgage, and structured finance markets, offering vertically integrated investment and development services. Amherst focuses on single-family residential and commercial real estate, utilizing proprietary analytics to identify opportunities and address inefficiencies in the market. By leveraging data and analytics throughout the asset lifecycle, Amherst aims to create value for both residents and investors while positively impacting the communities in which it operates.

Atlantic Capital Bank is a commercial bank based in Atlanta, Georgia, established in 2007. The bank specializes in providing a variety of financial services, including loans, treasury management, and deposit products, primarily targeting small to medium-sized businesses, middle-market corporations, and private clients. It serves emerging growth companies, commercial real estate developers, and investors, offering tailored support through dedicated teams in corporate and business banking, commercial real estate finance, and private banking. By merging the advantages of larger financial institutions with the personalized service of smaller banks, Atlantic Capital Bank aims to deliver comprehensive solutions that enhance the success of its clients. The bank generates its revenue primarily through interest income and also offers selected capital markets, mortgage banking, and electronic banking services.

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 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 Capital is a de novo asset management company investing in public equities within the financial services sector through a hedge fund structure. It was founded in founded in 2005 and is headquartered in Greenwich, Connecticut.

Wilton Re is a provider of life insurance 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 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, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.