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2019 Year In Review
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Asset & Wealth Management
Advisory, Broker Dealers & Merchant Trading
Banking Institutions
Business Services & Technology
HR Benefits & Employer Services
Insurance Distribution & Services
Insurance Run-off
Life Insurance Underwriting
Managed Care & Healthcare Services
P&C Insurance
Real Estate Finance & Services
Specialty Finance / Non-Bank Lenders
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Growth
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Leading and Successful Financial Services Fund
Sectors
Stages
Sectors
Advisory, Broker Dealers & Merchant Trading
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10
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Christopher M. Doody
Clarinda Lim
Eric L. Rosenzweig
David J. Wermuth
Nicolas D. Zerbib
Past
Past
Asset & Wealth Management
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14
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Agha S. Khan
Jarryd B. Levine
Clarinda Lim
James R. Matthews
Fayez S. Muhtadie
David J. Wermuth
Banking Institutions
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14
Years Since Initial Investment
Contacts
Christopher M. Doody
Past
Past
Past
Past
Past
Past
Business Services & Technology
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20
Years Since Initial Investment
Contacts
Scott J. Bronner
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Nicolas D. Zerbib
Past
Past
HR Benefits & Employer Services
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6
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Nicolas D. Zerbib
Past
Past
Insurance Distribution & Services
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21
Years Since Initial Investment
Contacts
Kurt E. Bolin
James D. Carey
Michael D. Gregorich
James R. Matthews
Andrew R. Reutter
Nicolas D. Zerbib
Past
Past
Insurance Run-off
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19
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Past
Past
Life Insurance Underwriting
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21
Years Since Initial Investment
Contacts
Kurt E. Bolin
Past
Past
Past
Past
Managed Care & Healthcare Services
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21
Years Since Initial Investment
Contacts
Darran A. Baird
Kurt E. Bolin
Past
Past
Past
Past
P&C Insurance
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22
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Clarinda Lim
David J. Wermuth
Nicolas D. Zerbib
Past
Past
Past
Past
Real Estate Finance & Services
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14
Years Since Initial Investment
Contacts
Agha S. Khan
Clarinda Lim
Eric L. Rosenzweig
Past
Past
Specialty Finance / Non-Bank Lenders
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10
Years Since Initial Investment
Contacts
Scott J. Bronner
Christopher M. Doody
Past
Past
Stages
Buyout
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23
Years Since Initial Investment
56
Companies
Past
Past
Early Stage
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35
Years Since Initial Investment
37
Companies
Past
Growth
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25
Years Since Initial Investment
15
Companies
Past
Past
Opportunistic
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20
Years Since Initial Investment
14
Companies
Past
Past
Past
Past
Past
