• Investment Year:2007, 2018
  • Status:Past
  • Stage:
  • HQ:Wayne, PA

Genex

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Genex is a leading managed care services firm providing case and utilization management, independent medical exams, medical bill review and other ancillary medical cost-containment services to insurance companies, employers and third-party administrators of workers’ compensation, disability and auto claims.

In addition, Genex provides services on behalf of claimants through a national Social Security representation program.

INDUSTRY KNOWLEDGE & NETWORK

Genex developed meaningful new business operations through Stone Point’s network.

INTRODUCTION TO CLIENTS & PARTNERS

Stone Point made executive-level introductions of Genex to large potential customers and secured continuity of existing contracts with key customers.

M&A SOURCING

Stone Point assisted on five acquisitions that increased Genex’s scale in core product offerings, provided the company with the ability to sell additional in-house services to acquired customers, and provided meaningful synergies.

EXECUTIVE RECRUITING & ALIGNMENT

Stone Point has reengineered Genex’s executive compensation plan and helped to implement a management equity investment and incentive program.

CAPITAL RAISING & STRUCTURING

Stone Point facilitated efforts to secure acquisition debt financing and executed three recapitalizations.

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.