• Investment Year:2013
  • Status: Past | Acquired by Orix
  • Stage:
  • HQ:Columbus, OH

Lancaster Pollard

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Lancaster Pollard is a leading commercial real estate mortgage and investment banking firm focused on the senior-living and healthcare sectors.

Lancaster Pollard originates mortgage loans for senior living, community healthcare and affordable housing properties. In addition, the company underwrites and places debt with institutional buyers through its broker-dealer subsidiary and has established an investment management platform to invest in senior living properties.


Stone Point helped Lancaster Pollard attain a consulting engagement through an introduction to Formation Capital, a Trident VI portfolio company. Additionally, Stone Point provided introductions to several potential investors for the Propero funds, Lancaster Pollard’s private equity funds.


Stone Point provided an introduction to a senior care operator in Vermont, resulting in an M&A sell side engagement.


Stone Point utilized its network of relationships and expertise to help Lancaster Pollard enhance its product offerings and expand into tangential, niche lending markets.


Stone Point helped recruit senior management to lead the buildout of Lancaster Pollard’s M&A advisory group.


Stone Point provided additional capital to fund the expansion growth of Propero, Lancaster Pollard’s private equity investment platform.
Stone Point also provided bridge financing to facilitate the growth of Lancaster Pollard’s on-balance sheet lending business.


Stone Point assisted in the transition of the executive management team during its investment period.

Early in our conversations we were apprehensive about partnering with a private equity firm but Stone Point has proven to be a collaborative, supportive, and intellectual contributor to our business. We were looking for additional financial industry perspective to help us broaden our services platform and they have more than met that objective.
Tom Green, Chairman, Lancaster Pollard Back to Top

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.