Stone Point Capital

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.”
Tom Corbett, Chairman and Chief Executive Officer

Alliant Insurance Services is one of the largest insurance brokerage firms in the United States.

Tom Corbett currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Tom Corbett’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Applied Systems is the leading global provider of cloud-based software to the P&C and benefits insurance industries.

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.
Chris Cavallaro, CEO of ARC

ARC is a leading management and professional liability wholesale broker.

Chris Cavallaro currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Chris Cavallaro’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

On behalf of the entire [Kroll] team, I want to thank Stone Point Capital for its contribution to our success story. We certainly have become a better company as a result of their insight and support. While they joined us as an investor, their collaborative approach and willingness to go the extra mile has yielded a lasting partnership and friendship.
Noah Gottdiener, Executive Chairman of Kroll

Kroll (formerly Duff & Phelps) is the world’s premier provider of services and digital products related to governance, risk and transparency.

Noah Gottdiener currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Noah Gottdiener’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

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.
Dominic Silvester, CEO of Enstar

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.

Dominic Silvester currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Dominic Silvester’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

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!
Rusty Reid, Chairman & CEO

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.

Rusty Reid currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Rusty Reid’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Gordon Brothers is a global advisory, restructuring and investment firm specializing in the retail, commercial and industrial sectors.

HireRight is a leading provider of employment-related background screening solutions.

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.
Mark Perlberg, CEO and President

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.

Mark Perlberg currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Mark Perlberg’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Kestra is a leading provider of wealth management, service and technology solutions, and practice enrichment to support financial advisors in delivering comprehensive financial planning and investment services to clients.

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.

Mitchell is a leading provider of claims software and technology-enabled solutions to the workers’ compensation and auto insurance industries.

Rialto is a vertically integrated commercial real estate investment and asset management platform.

Sabal is a commercial real estate lending and investment management platform focused on the small balance sector

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.
Dave North, Executive Chairman & Former CEO of Sedgwick

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.

Dave North is not currently an investor in any Stone Point funds. Dave North has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Dave North’s role as Executive Chairman and former Chief Executive Officer for Sedgwick, which is a portfolio company of Trident VII and a former portfolio company of Trident II, Trident IV and Trident V.

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.
Euan Menzies, CEO of Vertafore

Vertafore is a leading vendor of management systems for independent agents and brokers in the property & casualty insurance industry.

Euan Menzies is not currently an investor in any Stone Point funds. Euan Menzies has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Euan Menzies’ former role as Chief Executive Officer for Vertafore, which is a former portfolio company of Trident II.

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.
Bill Krochalis, CEO of ZC Sterling

ZC Sterling was a provider of outsourcing services for the mortgage and homebuilding industries.

Bill Krochalis currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Bill Krochalis’ views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

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.
John Charman, Former CEO of Axis

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.

John Charman is not currently an investor in any Stone Point funds. John Charman has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes John Charman’s former role as Chief Executive Officer for AXIS, which is a portfolio company of Trident VIII and a former portfolio company of Trident II.

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 real estate asset management platform that targets multi-strategy, value-add and opportunistic real estate investments in major European markets and the U.S. Henderson Park has invested over $13 billion across all major real estate asset classes in prime locations in Europe and U.S.

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.
Adam Abram, CEO of James River

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.

Adam Abram currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Adam Abram’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Stone Point has assisted our management team in the strategic design, capitalization and continued expansion of the NXT franchise.
Robert Radway, Chairman & CEO of NXT Capital

NXT Capital is a commercial finance company focused on serving the needs of middle-market corporate and commercial real estate sponsors.

Robert Radway is not currently an investor in any Stone Point funds. Robert Radway has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Robert Radway’s former role as Chairman & Chief Executive Officer for NXT, which is a portfolio company of Trident IV and Trident V.

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.
Jim Thompson, Founder, Chairman & CEO of Preston Hollow

Preston Hollow is an independent specialty finance company focused on directly originated and negotiated municipal project finance transactions.

Jim Thompson is not currently an investor in any Stone Point funds. Jim Thompson has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Jim Thompson’s role as Founder, Chairman & Chief Executive Officer for Preston Hollow, which is a portfolio company of Trident VI.

SKY Harbor Capital is a high yield fixed income asset management firm.

SunFire is a cloud-based technology platform providing Medicare Advantage, Prescription Drug and Medicare Supplement plan quoting and enrollment solutions for health plans and brokers, including both call centers and field marketing organizations.

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.
Scott Custer, CEO of Yadkin

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.

Scott Custer is not currently an investor in any Stone Point funds. Scott Custer has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Scott Custer’s role as Chief Executive Officer for Yadkin, which is a former portfolio company of Trident IV.

Black Mountain Systems is a provider of highly configurable front- and middle-office software solutions to investment managers.

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.

PrismHR is a leading provider of payroll, benefits and HR software for the Professional Employer Organization ("PEO") and Administrative Service Organization ("ASO") industries.

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.
Ross Buchmueller, CEO of PURE

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.

Ross Buchmueller currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Ross Buchmueller’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager with more than $18 billion in assets under management.

Sabal is a commercial real estate lending and investment management platform focused on the small balance sector

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.
Jeff Frieden, CEO & Co-Founder of Ten-X

Ten-X is the leading online marketplace for residential and commercial real estate.

Jeff Frieden currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Jeff Frieden’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

Tree Line Capital is a de novo lower middle-market lending platform.

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.
Chris Stroup, Former CEO of 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.

Chris Stroup currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Chris Stroup’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

AmTrust Financial is a multinational property and casualty insurance company specializing in coverage for small businesses.

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.
Robert E. Long, Partner of Greenspoint Capital

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.

Robert E. Long is not currently an investor in any Stone Point funds. Robert E. Long has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Robert E. Long’s role as Partner of Greenspoint Capital, which is a former portfolio company of Trident VI.

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.
Marty Becker, Former CEO of Alterra

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.

Marty Becker currently is an investor in one or more Stone Point funds and has, and may have in the future, other business relationships with Stone Point and its affiliates. Marty Becker’s views with respect to Stone Point are not necessarily indicative of the views of other investors in Stone Point funds.

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.
Larry Kelley, CEO and President of Standard Bank

Standard Bancshares was a Chicago-area commercial bank with 38 branches, approximately $2.3 billion of assets and $2.0 billion of deposits.

Larry Kelley is not currently an investor in any Stone Point funds. Larry Kelley has, and may have in the future, other business relationships with Stone Point and its affiliates. This includes Larry Kelley’s former role as Chief Executive Officer and President for Standard Bank, which is a former portfolio company of Trident V.

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