ARC is a leading management and professional liability wholesale broker.
The company specializes in professional liability products and services, including directors and officers, errors and omissions, and other specialty coverages distributed through several hundred regional brokers.
Stone Point has extensive experience in the specialty wholesale brokerage space.
Stone Point has introduced ARC to a number of Trident portfolio companies, including several retail brokers that have partnered with ARC on new business opportunities.
Stone Point has facilitated introductions to insurance companies that are seeking to increase their distribution through specialist program managers such as ARC.
Stone Point worked with CEO Chris Cavallaro to develop an equity incentive plan that has provided the next generation of producers an opportunity to own a substantial stake in the business.
Stone Point has helped raise debt at the holding company in order to optimize the Company’s capital structure and introduce leverage on a basis acceptable to management.
I sold a significant stake in my business to Stone Point because I believed they would be good co-owners and excellent partners. They understand my business and they appreciate my desire to maintain an entrepreneurial spirit. Whenever I solicit their help, they come through in spades.
Investments highlighted or discussed in this selection have been selected to illustrate SPC’s investment approach and/or market outlook and are not intended to be an indicator of past or future performance. Each investment discussed in this selection has been selected solely for this purpose and has not been selected on the basis of performance or any performance-related criteria. The investments discussed herein do not represent an entire portfolio and in the aggregate may only represent a small percentage of holdings. Nothing in this presentation shall constitute a recommendation or endorsement to buy or sell any security or other financial instrument referenced herein.