Stone Point Capital

Founded in 1985, Stone Point Capital is a private equity firm specializing in investments within the global financial services industry. It focuses on mature and middle market companies, typically investing between $5 million to $500 million for majority or substantial minority positions.

Darran Baird

Managing Director

Scott Bronner

Managing Director, Credit and Board Member

Kyle Buseck

Associate

Molly Carpenter

Associate

Haley Click

Associate

John Coghlin

Principal

Chuck Davis

Chairman and CEO

Charles A. Davis

Chairman and Co-CEO

Nikhil Dixit

Director

Christopher Doody

Managing Director

Bruce Ferland

Principal

Ivan Flores

Managing Director and Director, Information Technology

Calvin Gaines

Associate

Richard Goldman

CFO and Managing Director

Spencer Holtzman

Director

Harrison Hunter

Managing Director

Fazle Husain

Associate

Fazle Husain

Senior Associate

Agha Khan

Managing Director and Co-Head of Private Equity

Connor Lees

Analyst

Jarryd Levine

Managing Director

Greg Lim

Director

Clarinda Lim

Managing Director

Chip Mahoney

Managing Director

Joseph Makkar

Analyst

James Matthews

Managing Director

Zachary Moelchert

Analyst

Deva Mohammad

Associate

Michael Perez

Managing Director and Member of Stone Point Credit Team

Susie Pratt

Associate

Teddy Price

Associate

Carlos Raedler

Associate

Andrew Reutter

Managing Director and leads Capital Markets

Justin Rispler

Managing Director

David Rogers

Director

Eric Rosenzweig

Managing Director

William Santaniello

Director and Controller

Dhruv Sarna

Managing Director

Alex Sarnoff

Vice President

Lauren Seidman

Managing Director

Rory Shaw

Director

Chris Timchak

Managing Director

Walter Tomasino

Associate

Amy Tran

Vice President

Adam Tuckman

Managing Director and Member of Stone Point Credit Team

Ian Uriguen

Vice President

Seth Weisberg

Vice President

Jack Wendler

Vice President

Nicholas Zacchilli

Vice President

Nicolas Zerbib

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

Past deals in Insurance

Sedgwick Claims Management Services

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

Truist Insurance Holdings

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

Truist Insurance Holdings

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

CyberCube

Series C in 2022
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.

Truepic

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

Archipelago

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

Gradient AI

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

Inigo

Private Equity Round in 2020
Founded in 2020, Inigo specializes in providing niche insurance and reinsurance products. Its offerings span property, terrorism & political violence, financial lines, and casualty insurance categories.

Branch

Series A in 2020
Branch Financial, Inc. is an insurance agency based in Columbus, Ohio, founded in 2017 by Steve Lekas and Joe Emison. The company specializes in home and auto insurance, offering a range of products including renters and umbrella insurance, which can be added to auto policies. Utilizing advanced technology, Branch streamlines the process of bundling home and auto insurance online, aiming to enhance accessibility and affordability for its customers. By leveraging community resources, Branch seeks to transform the insurance landscape, making it easier for individuals to obtain necessary coverage.

SunFire

Venture Round in 2020
SunFire is a cloud-based technology platform providing technology solutions to support the ever-growing Medicare landscape. Its seamless and compliant software plays a critical role in providing health and financial security to over 50 million seniors. The company was founded in 2016 and is based in Boston, Massachusetts.

Bold Penguin

Series B in 2019
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.

Applied Systems

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

LegalShield

Acquisition in 2018
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.

Applied Systems

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

KaylaRe

Venture Round in 2016
KaylaRe is a Class 4 reinsurer that offers a diversified range of specialty reinsurance. The company was acquired in full by Enstar in 2018.

Long Term Care Group

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

New Ocean Capital Management

Venture Round in 2013
New Ocean Capital Management Limited is a Bermuda-based asset management firm specializing in reinsurance risk products. As a subsidiary of Fundamental Insurance Investments Ltd., the company focuses on delivering risk-adjusted returns 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

Acquisition in 2012
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.

Yadkin Bank

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

Asset Allocation & Management Company

Acquisition in 2007
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.

EPIC Insurance Brokers & Consultants

Seed Round in 2007
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.

Bay Point

Funding Round in 2006
Bay Point Holdings Limited is a special purpose “side car” vehicle formed to reinsure the short-tail business written by Harbor Point Limited, a former Trident portfolio company.

Wilton Re

Private Equity Round in 2004
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

Seed Round in 2004
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.

James River Group

Seed Round in 2002
James River Group operates as a specialty insurance provider in the United States. It offers excess and surplus lines liability and property insurance products through its Excess and Surplus Lines segment, primarily distributed via wholesale brokers. The Specialty Admitted Insurance segment focuses on niche classes within standard markets, with a primary focus on fronting business.

Global Specialty Risk

Seed Round in 2000
Global Specialty Risk provided directors’ and officers’ liability insurance and other specialty risk coverage to underserved niches of the professional liability marketplace. It also offered highly structured risk-transfer solutions for difficult-to-quantify liabilities to facilitate mergers, acquisitions, refinancings, and reorganization transactions. It is based in New York, New York.

Danish Re

Venture Round in 1999
Danish Re is the holding company for the reinsurance business. It operates through Lloyd’s integrated vehicle and focuses on short-tail property lines. The company is headquartered in Bermuda with offices in Copenhagen and London.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.