• Investment Year:2018
  • Status: Current
  • Stage:
  • HQ:Ada, OK


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LegalShield is a leading provider of subscription-based pre-paid legal and identity theft protection plans to individuals, families and businesses across the U.S. and Canada.

Services are provided to approximately 2 million active members through a network of dedicated law firms and identity theft monitoring partners.


Stone Point leveraged its extensive experience and network to help expand LegalShield’s employee benefits presence through introductions to benefit brokers and corporate clients. Stone Point also facilitated distribution relationships with multiple benefits administration platforms.


Stone Point helped enhance LegalShield’s reporting framework to prioritize long-term value creation, as well as assist in the transition of the company’s largest vendor relationship, resulting in significant savings.


Stone Point worked with LegalShield to evaluate, negotiate, execute, and finance the company’s first major tuck-in acquisition in more than 20 years.


Stone Point helped recruit several members of LegalShield’s senior management team and established an equity incentive plan for the company.


Stone Point has facilitated multiple third-party debt financings, which have been critical to fund a tuck-in acquisition and return capital to shareholders. Also, less than a year and a half into its ownership of LegalShield, Stone Point secured a minority recapitalization with a longstanding Stone Point relationship, which validated the company’s progress and provided partial liquidity to shareholders.


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.