• 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.

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.