Our ability to add value is enhanced by our deep sector knowledge, domain expertise and network of lasting partnerships built over time. We use everything we’ve learned, everyone we know, and every resource we can identify to help our owner-operators build exceptional businesses.
Building Successful Organizations Takes More Than Capital.
We believe enduring partnerships are most successful when they are focused and flexible. We offer our partner owner-operators extensive support at every stage of their companies’ lifecycles. This support includes introductions, business line development, talent recruitment, assistance raising capital and acquiring companies.
Working with Stone Point has been a tremendous value to Alliant. The team is professional, well-informed, and highly connected to our industry. The resources and support Stone Point has provided have been essential to Alliant’s success as we have actively grown our organization and expanded our offerings. Put simply, Stone Point “gets it.”
Alliant Insurance Services is one of the largest insurance brokerage firms in the United States.
Alterra Capital was a global specialty insurance and reinsurance company with headquarters in Bermuda.
Stone Point Capital quickly became much more than an investor or partner to APCO. Chuck and the team are people you can count on to back you through the best and worst of times. Even at our most challenging moments, our team always felt the support from Stone Point and their unparalleled passion to help us succeed… and, they did.
APCO is a marketer and administrator of auto extended warranties sold through auto dealers in North America.
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.
ARC is a leading management and professional liability wholesale broker.
It has been a delight to work in an environment like Stone Point, and I would sign up anytime… They have a way to manage their investments, to motivate the executives who lead these investments, that is so different and delivers superior performance. That is the very reason why they are successful and I wish this approach were the norm…I have tremendous respect for their team, for their approach to investments, for their philosophy, for the way they treat people… No doubt it has been the most fulfilling part of my professional life, which has been pretty diversified and exciting.
Cunningham Lindsey is a global insurance claims service company and the leading provider of outsourced insurance loss adjusting services in the world.
Stone Point's contacts in the insurance industry have increased our deal flow, and the relationship with them has enhanced our reputation as the leading provider of run-off management services.
Enstar is a leading acquiror and manager of insurance and reinsurance companies and portfolios in run-off and provides management, consulting and other services to the global insurance and reinsurance industry.
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.
I’m proud to call Stone Point my partner. We’ve enjoyed a great relationship since December 2009. Their expertise with the capital markets has been invaluable resource in the deployment of our partner strategy. We are completely aligned as we continue our quest for Higginbotham to be the Best Broker in Texas and beyond!
Higginbotham & Associates is the largest privately held middle-market insurance agency in Texas based on revenues and the 31st largest commercial broker in the U.S. based on the 2016 Business Insurance rankings.
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.
Lancaster Pollard is a leading commercial real estate mortgage and investment banking firm focused on the senior-living and healthcare sectors.
Newport Group is a leading independent provider of retirement plans, insurance and consulting services.
NOVA was an engineering and environmental consulting firm that provides loss prevention, code compliance, quality assurance, geotechnical, environmental and related consulting services.
The depth and quality of support provided by Stone Point has been, and continues to be extraordinary. Their financial strength and stellar reputation enable us to capitalize on many acquisition and investment opportunities. But beyond that, and perhaps even more importantly, their unmatched acumen across a wide range of businesses makes us a better company. Their input, guidance and advice have been absolutely invaluable.
Oasis Outsourcing is a leading privately-held professional employer organization (PEO) in the U.S. and provider of comprehensive and cost-effective human resources services to small- and medium-sized businesses.
I would choose Stone Point as my shareholder again any time.
PartnerRe is a global provider of reinsurance solutions with headquarters in Bermuda.
Trident was quick to recognize the value of our business model and … has taken the time to truly understand the subtleties of our business and continues to provide thoughtful advice and counsel on a broad range of strategic, financial and operational issues.
Sedgwick is a leading third-party administrator (TPA) that offers customized, fully-integrated, outsourced claims management solutions and focuses on serving the nation’s largest employers and the self-insurance market.
StarStone is a specialty insurance company with operations in Europe, the U.S., Bermuda and London (Lloyd’s).
We recorded a net gain of $146 million and received $140 million of cash distribution from our StoneRiver joint venture…We've realized $1.1 billion including the proceeds from the original sale of our 51% interest. Although there are only limited assets remaining in this venture, we're very pleased with its overall performance.
StoneRiver is a provider of technology and services to the insurance industry.
I worked closely with the Trident team to reposition the [Vertafore business] and build a new growth strategy. The contributions they made to this effort were critical to our success. This was supplemented by the truly unique resources they have at hand.
Vertafore is a leading vendor of management systems for independent agents and brokers in the property & casualty insurance industry.
When the management team at ZC Sterling first approached Stone Point, we were seeking an investor partner that would complement our operational and marketing strengths with financial acumen and deal making skills. What we got was so much more—creativity, cultural compatibility, and an entrepreneurial outlook.
ZC Sterling was a provider of outsourcing services for the mortgage and homebuilding industries.
Our relationship with the Stone Point team was more than just business. It was a partnership. During our six years together, we bought six companies and each transaction came with its own complexity. The advice and counsel we received from the Stone Point team was critical to our success. As CEO, I always felt supported by the team.
Yadkin is a community bank with over 70 full-service banking locations in North Carolina and South Carolina, including a meaningful presence in the key North Carolina markets of Charlotte, Raleigh-Durham, Winston-Salem and Greenville.
Access Point Financial is a hospitality financing firm offering full-service lending.
I chose Stone Point for their proven intellectual capital and for being extraordinarily good people to have as partners.
AXIS, a Bermuda-based global insurance and reinsurance company, was formed in November 2001 in response to the significant market dislocation that occurred following the events of September 11, 2001.
C3 is a business process outsourcing firm that provides a range of customer care services on behalf of clients in the financial services, healthcare, telecommunications and hospitality and leisure industries.
Eagle Point is an asset manager formed in 2012 by Trident and Tom Majewski. Eagle Point invests in structured credit securities, including the equity and junior debt tranches of collateralized loan obligations (CLOs).
Freepoint Commodities is a merchant of physical commodities and a financer of upper- and mid-stream commodity-producing assets.
Henderson Park Capital is a European real estate asset management platform that targets multi-strategy, value-add and opportunistic real estate investments in major European markets.
Home Point Financial is a de novo mortgage banking business that is focused on residential mortgage origination, servicing and asset management.
I’ve known the Stone Point team for over 20 years. When we were founding and building James River, my prior relationship with the principals led us to seek them out as investors. Stone Point’s principals bring an unusually detailed understanding of the mechanics of the businesses they invest in, have great antenna for anticipating market cycles, and appreciate the complex decisions that management teams have to make when building a franchise. This combination is particularly powerful, and makes them great partners for entrepreneurial management teams.
James River is a specialty excess & surplus (E&S) lines and workers' compensation insurer based in Chapel Hill, North Carolina that was formed in 2002.
Stone Point has assisted our management team in the strategic design, capitalization and continued expansion of the NXT franchise.
NXT Capital is a commercial finance company focused on serving the needs of middle-market corporate and commercial real estate sponsors.
Stone Point has been a valuable partner providing advice, capital and networking support during the establishment of Preston Hollow in the specialty municipal finance marketplace.
Preston Hollow is an independent specialty finance company focused on directly originated and negotiated municipal project finance transactions.
SKY Harbor Capital is a high yield fixed income asset management firm.
Broadstone Net Lease (“BNL”) is an internally-managed real estate investment trust (“REIT”) focused on single-tenant commercial real estate properties in the United States
Cyprexx Services is a field services outsourcing company that provides property preservation, rehabilitation, repair and inspection services for foreclosed residential properties on behalf of mortgage servicers.
Hodges-Mace Benefit Group (HMBG) is a leading provider of employee benefits administration technology and on-site enrollment services to mid- and large-employers.
I fondly remember the Sunday nights with the team from Stone Point Capital as we dug into the details of building a new business. Ten years later, I am so grateful for their wisdom and support; and I admire and respect the team more than ever. Marrying my wife and partnering with Stone Point are the two best decisions I have made. They both make me better every day.
PURE is a high-net-worth personal lines program management and insurance underwriter, founded in 2006 by Trident in partnership with Ross Buchmueller and the PURE senior management team.
SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager with more than $18 billion in assets under management.
What a wonderful ride it has been! Since our partnership began in 2008, Stone Point has under-promised and over-performed. Always willing to provide help and guidance, from market strategy to CEO mentorship. We could not have achieved the exit value we did without Stone Point as our partner. Grateful to consider the team at Stone Point as not only partners, but friends for life.
Ten-X is the leading online marketplace for residential and commercial real estate.
If there exists a PE firm with greater expertise in launching new insurers, I have yet to make its acquaintance. Stone Point has been instrumental in our development, from capital raising to risk management and business development. Without Stone Point, there would be no Wilton Re.
Wilton Re is a life (re)insurance company specializing in the acquisition of in force life insurance and annuities as well as with assisting life insurance clients with product development, underwriting and new business strategies designed to serve the middle market.
We wouldn’t have pursued the transaction with any firm other than Stone Point. The Stone Point team had the knowledge of the area, the experience, and the credibility to complete this transaction better than anyone. And, even more importantly, the people at Stone Point are simply the best. What a joy they are to work with.
Greenspoint Capital is a special purpose vehicle formed by Trident to acquire a closed block of Bank-Owned Life Insurance (BOLI) commissions and service revenues.
We are pleased to continue our support of the collateralized retrocessional market with New Point V and are glad to be partnering again with industry experts like Stone Point. With New Point V, we believe we remain well positioned to serve our clients’ needs as they seek property catastrophe reinsurance.
New Point IV Limited, New Point V Limited, New Point VI Limited and New Point VII Limited are sidecar vehicles sponsored by Trident and Markel Corporation (formerly Alterra Capital Holdings Limited, a Trident portfolio company), to address the demand for property catastrophe reinsurance capacity.
Stone Point recognized the value of our banking franchise, assisted in the recapitalization of our business, and then successfully advised us on the selection of a longer term merger partner.
Standard Bancshares was a Chicago-area commercial bank with 38 branches, approximately $2.3 billion of assets and $2.0 billion of deposits.
Our expertise is to solve challenges and create opportunity.