• Investment Year:2012
  • Status:Past | Acquired by Focus
  • Stage:
  • HQ:Boston, MA

SCS Financial

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SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager.

SCS serves families, family offices and institutional investors through a conflict-free, open architecture business model. The company is based in Boston and was founded in 2002 by five partners, including Pete Mattoon, the company’s CEO.

INDUSTRY KNOWLEDGE & NETWORK

Stone Point leveraged its network of relationships with clients, product manufacturers and “centers of influence” to help SCS launch and grow its NYC office.

INTRODUCTION TO CLIENTS & PARTNERS

Stone Point leveraged its network of relationships with current and former portfolio company executives and other high-net-worth individuals to augment SCS’s client base.

BUSINESS & PRODUCT DEVELOPMENT

Stone Point introduced several high quality, specialized asset managers to the company’s investment management division, which helped the company build diversified, balanced and specialized client portfolios.

EXIT STRATEGY

Stone Point helped to execute a successful sale to Focus Financial.