Stone Point Capital

Founded in 1983, Keller Williams Realty is the world's largest real estate franchise by agent count, operating over 1,000 offices globally with approximately 175,000 agents. The company is renowned for its agent-centric business model, empowering agents through advanced training, coaching, and technology to build successful careers.

The Ardonagh Group brings together leading insurance businesses to offer a wide range of products and services tailored to customers' needs, from multinational corporations to individuals.

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

Vensure Employer Services is a Professional Employer Organization (PEO) that combines advanced technology with top-tier HR services. It offers payroll management, employee benefits administration, risk management, and workers' compensation to streamline HR processes for businesses, enabling them to focus on core operations while ensuring compliance.

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

ClearPoint Health is a provider of health-benefit solutions designed specifically for small to mid-sized enterprises. The company operates a self-funded platform that utilizes the collective strength of a community of businesses to offer significant discounts on medical stop-loss insurance, provider networks, and cost-containment services. ClearPoint Health focuses on facilitating the transition to transparent, affordable, and clinically integrated employee health benefits. Additionally, the company provides member navigation tools to assist employers and benefit advisors in managing health benefits effectively, ensuring that employees receive quality care while optimizing costs.

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 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 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 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 operates a data-driven cyber analytics platform designed for global insurance institutions. Founded in San Francisco, California in 2017, the company helps insurers make informed decisions on underwriting cyber risk and managing risk aggregation through its cloud-based platform.

Elpha Secure is a cybersecurity solutions provider focused on safeguarding small and medium-sized businesses from evolving cyber threats. The company offers a comprehensive cyber risk intelligence and analysis platform that detects and mitigates risks in real time, ensuring businesses can respond effectively to potential attacks. Elpha Secure's services include on-demand data backup and restoration, as well as intelligent insights to enhance security measures. Additionally, the company provides scalable and affordable cyber insurance coverage, supported by a team of incident response professionals and backed by an AM Best A-rated carrier. Their cybersecurity software is developed and maintained in-house, with validation from a leading third-party security provider, ensuring robust protection against cyber risks.

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

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, 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, 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 develops an online employee benefits administration platform. It offers SaaS-based tools for employers, including enrollment management, compliance, billing, reporting, and analytics services. For employees, it provides a recommendation engine, mobile app, and engagement products. Businessolver also offers Sofia, a machine learning-based assistant. Established in 1998, the company serves various sectors such as technology, healthcare, and government.

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, founded in 2020 and based in Palm Beach Gardens, Florida, is dedicated to improving clinical value and access in orthopedic care for patients, employers, and payors. The organization operates a physician-owned partnership model that empowers orthopedists to maintain local control over their practices while collaborating on national initiatives. This structure fosters physician engagement and innovation, allowing for value creation and orthopedic excellence. By leveraging the advantages of a national scale, American Orthopedic Partners supports commercial and workers' compensation payors in reducing claims costs, thereby enhancing the overall efficiency of orthopedic care delivery.

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 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 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 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 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 is a data analytics company that provides property data, analytics, and risk assessment solutions to the real estate, mortgage, and financial services sectors. It combines public, contributory and proprietary data to deliver predictive decision analytics, support underwriting and investment decisions, and help prevent fraud. CoreLogic offers property information and services that cover appraisal and valuation, property tax, flood determination, geospatial analytics, and mortgage and automotive credit reporting, enabling lenders, insurers and government agencies to gain insights and improve business performance in their daily operations. The company serves a global client base and is headquartered in Santa Ana, California.

Roostify, Inc. is a technology company that specializes in a digital mortgage platform designed to streamline the home lending process. Founded in 2012 and headquartered in San Francisco, California, Roostify offers a web and mobile-based platform that connects borrowers with lenders, enhancing the efficiency of the loan application and closing experience. The platform simplifies the entire application process by digitizing workflows and allowing all parties involved to share and track information, documents, and transactions seamlessly. Roostify serves a diverse clientele, including enterprise banks, independent brokers, and various lending institutions. The company, initially known as Blue Igloo, Inc., rebranded to Roostify in July 2015 to better reflect its focus on transforming the mortgage landscape.

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 Limited is a specialty insurance and re-insurance company incorporated in 2020 and based in Bracknell, United Kingdom. The company provides a range of insurance products, with offerings in property, terrorism and political violence, and financial lines and casualty insurance categories. By operating as a specialty insurer, Inigo seeks to underwrite a streamlined portfolio of insurance and re-insurance risks, thereby assisting commercial and industrial companies in making informed decisions.

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 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, 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.

Founded in 2015, Eden Health is a New York-based company that designs and develops a text-based messaging platform for employers and employees. This platform offers services such as private doctor's office, 24/7 telemedicine, and insurance navigation, aiming to elevate employee health and wellbeing by simplifying the complex healthcare landscape.

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 Labs Inc. develops an artificial intelligence-based predictive analytics platform designed to enhance decision-making in dental care. Founded in 2017 and headquartered in San Francisco, California, with an additional office in Manhattan, New York, the company aims to alleviate the oral disease burden for health plans, providers, and patients. Its platform offers a suite of solutions, including financial and medical analytics, cybersecurity, and business intelligence, which streamline the billing process and improve the overall patient experience. By automating tasks and modernizing outdated processes, Retrace Labs reduces the administrative burden on oral health providers, enabling them to focus more on patient care rather than payment concerns. The company selectively partners with top dental providers and insurance companies to create a transparent network that promotes timely and accurate payments, minimizing issues such as surprise bills and lengthy communications with insurance firms.

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.

Founded in 1972, Kroll is a global risk management company offering services such as investigations, cybersecurity, due diligence, compliance, security risk management, and data management. Serving diverse industries worldwide, Kroll empowers clients to make informed decisions about people, assets, operations, and security.

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 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 is a commercial insurance exchange that connects customers, agents, and carriers to match the right quote quickly. It focuses on agents, delivering a user-friendly experience for businesses and a streamlined underwriting process for carriers. The company operates an Exchange that uses a set of solutions to identify, triage, quote, and bind commercial insurance in a highly efficient, tech-enabled workflow. It aims to provide platform enhancements that increase flexibility in how core technology is leveraged by enterprise customers and to expand into excess and surplus lines. Founded in 2016 and headquartered in Columbus, Ohio, Bold Penguin seeks to simplify the commercial insurance selection and underwriting process through digital collaboration among buyers, agents, and insurers.

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 is a real estate investment firm that manages distressed residential and commercial properties. It focuses on raising third-party capital, originating mortgage loans, and providing asset management services. Established in 2007, it operates from Miami, Florida.

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, 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 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 headquartered in Boston, focusing on the retail, consumer products, industrial and real estate sectors. It facilitates asset disposition and appraisal, leases mitigation, and interim operations management, supplying due diligence, portfolio analysis, business plan reviews and strategic and mergers and acquisitions advisory. The firm provides capital solutions including asset-based lending and commercial finance, helping both healthy and distressed companies optimize value across asset categories. It oversees large-scale transactions and appraisals, with activity surpassing $70 billion annually. Founded in 1903, Gordon Brothers serves clients across aerospace, defense, distribution, environmental services, printing, clothing, automotive, agriculture, chemicals, construction, electronics, energy and food products.

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.

Founded in 1996, American Mortgage Consultants provides comprehensive due diligence and consulting services to clients across the U.S. mortgage industry. The company offers solutions for asset acquisition, disposition, origination, securitization, portfolio management, and servicing oversight, along with compliance assistance related to ability-to-repay (ATR) and qualified mortgage (QM) rules.

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 is a provider of subscription-based legal services and identity protection for individuals, families, and businesses. It operates a platform that combines access to legal resources, practical guidance, identity theft protection, and reputation management services, enabling members to obtain legal support and protection against identity breaches. The company serves millions of people and tens of thousands of businesses, including more than a million IDShield members and over 140,000 businesses that rely on LegalShield and IDShield; more than 34,000 companies offer these plans to their employees as voluntary benefits.

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, 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 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 is a leading independent advisor platform that empowers sophisticated financial professionals, including traditional and hybrid RIAs. Headquartered in Austin, Texas, it supports over 1,700 advisors providing comprehensive securities and investment advisory services. The firm offers integrated business management technology and personalized consulting services to enable exceptional scale and efficiency.

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 is a real estate investment firm specializing in acquisition and repositioning services for undermanaged or underutilized assets across various sectors such as office, logistics, multifamily, student housing, hotel, and retail. They also engage in active development projects within these sectors.

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 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 is a private investment management firm founded in 1999 and headquartered in Atlanta, Georgia. The firm specializes in real‑estate investments that support seniors housing, post‑acute care, behavioral health, hospice, and related ancillary services. Its integrated platform combines acquisition and asset‑management expertise, allowing it to capture value through arbitrage across real‑estate, corporate, and capital markets. The organization is supported by an in‑house clinical advisory team, a healthcare group, and a development group, all of which bring deep experience in healthcare operations, real‑estate finance, structured finance, mergers and acquisitions, restructurings, and value‑add asset management. Formation Capital is a registered investment adviser that seeks to generate long‑term returns for its investors by managing the complex operational and financial aspects of its portfolio properties.

uSens develops human-computer interaction solutions, specializing in hand tracking technology for augmented/virtual reality. Its flagship product, Fingo, combines sensing devices and algorithm software to capture finger gestures. uSens also offers uSensAR, a smartphone AR engine, and SLAM-based mobile positional tracking solutions. Founded in 2013, the company is headquartered in San Jose, California.

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 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 is an internally managed real estate investment trust that owns and operates single-tenant, net-leased commercial properties with long-term leases to a diversified mix of tenants. The company emphasizes properties integral to tenant operations across industrial, healthcare, restaurant, office, and retail sectors, supported by creditworthy tenants and predictable cash flows. Its portfolio is geographically diverse across the United States with additional assets in Canada, reflecting scale and diversification. Broadstone Net Lease focuses on prudent underwriting and disciplined asset management to secure durable income, rely on long-term lease structures, and pursue steady value creation for investors.

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 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 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 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, 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 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 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, 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.

Founded in 1999, Enhanced Capital Partners is a New York-based investment firm managing over $400 million. It specializes in equity and debt investments for small to mid-sized companies across various sectors, with a focus on healthcare technology systems and TMT industries.

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 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, 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 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 to investors within the insurance and reinsurance convergence market. New Ocean Capital Management provides a range of asset management services and offers various fund strategy platforms that enable investors to participate in insurance-linked securities and other products related to the reinsurance capital markets.

Enstar Group acquires, manages, and provides services for insurance and reinsurance companies and portfolios in run-off. It serves multinational clients across Bermuda, the US, UK, Australia, and Europe.

Founded in 2002, SCS Financial is a Boston-based investment firm offering wealth management services to ultra-high net worth individuals and institutions. Its comprehensive suite of services includes elite wealth counseling, investment management, and client service operations.

Established in 2012 and based in Greenwich, Connecticut, Eagle Point Credit Company specializes in investing primarily in below investment grade U.S. senior secured loans through equity and junior debt tranches of collateralized loan obligations.

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 is a specialty finance company focused on the hospitality industry, providing comprehensive lending and advisory services to hoteliers across the United States and Canada. The firm caters to both franchisees of major hotel brands and independent boutique hotels, offering a range of financing solutions that include debt financing, capital leasing, bridge loans, construction financing, mezzanine financing, preferred equity, and permanent financing. Access Point Financial is led by an experienced team of industry professionals with extensive backgrounds in hotel financing and investment, ensuring tailored financial solutions that meet the unique needs of each client.

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 is a contact center provider for corporations that view outsourcing objectives as a core component of their customer service strategy.

SKY Harbor Capital Management is an independent boutique investment firm that specializes in providing a variety of investment strategies and solutions, particularly in the below-investment-grade US corporate credit market. The firm focuses on high yield strategies with distinct risk and return characteristics, catering to global institutional investors and private wealth advisors. In addition to its investment offerings, SKY Harbor Capital Management also delivers risk and asset management services, aiming to provide customized solutions that achieve superior risk-adjusted returns for its clients.

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 LLC, located in Scarsdale, New York, is an investment advisory and asset management firm that specializes in commercial real estate debt investments. The company offers a range of services aimed at insurance companies, endowments, corporate and public pension plans, and sovereign wealth funds. Prima Capital focuses on generating income for its clients through investments in commercial mortgage whole loans, commercial mortgage-backed securities, and REIT bonds. By utilizing open-ended funds and separate accounts, the firm provides tailored investment strategies designed to meet the needs of its diverse clientele, ensuring a steady income stream while navigating the complexities of the real estate market.

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.

Founded in 2010, NXT Capital is a Chicago-based lender offering structured financing solutions to the U.S. middle market. With over $18 billion originated across 600+ transactions and approximately $11.4 billion committed capital, NXT provides direct financing through its Corporate Finance and Real Estate Finance groups. It manages funds for third parties and offers proprietary access to senior secured loans via levered/unlevered funds, separately managed accounts, and CLOs.

Carlile Bancshares is a financial services company focused on acquiring and investing in community banks across the Southwest region of the United States, specifically in Texas, New Mexico, Oklahoma, and Colorado. The firm specializes in purchasing small to regional banks that seek alternatives for their shareholders. By providing commercial and personal banking services, Carlile Bancshares aims to support small businesses and professionals within these communities, enhancing the availability of banking options tailored to local needs.

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 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 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.

Founded in 2007, EPIC is a leading retail risk management and employee benefits insurance brokerage firm. Headquartered in San Francisco with offices across California, Colorado, and New York, EPIC ranks among the top 40 U.S. brokers. Known for its values-based, client-focused culture, EPIC consistently ranks as a 'Best Place to Work' and has grown revenue from $12 million to an estimated run rate of $200 million through organic growth and strategic acquisitions.

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 & Management Company is a registered investment advisor with the SEC, 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.

Founded in 2004, Wilton Re specializes in acquiring and managing blocks of in-force life insurance and annuities. It offers reinsurance services, risk capital solutions, and assists clients with product development and underwriting strategies.

CompWest Insurance specializes in providing workers' compensation insurance primarily to mid-sized companies in California. The company partners with a network of insurance brokers to deliver its services across various sectors, including light manufacturing, retail, hospitality, and healthcare. In addition to workers' compensation coverage, CompWest Insurance is involved in managing disputed claims, medical management, and fraud detection and prevention, ensuring comprehensive support for its clients. With a focus on industries such as restaurants, auto dealers, country clubs, wineries, and commercial financial institutions, CompWest Insurance aims to meet the unique needs of its diverse clientele while promoting workplace safety and compliance.

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