Capital Z Partners Management Mergers and Acquisitions Summary

Private Equity Profile

Capital Z Partners Management’s most common sectors for investment are financial services (55%) and insurance (37%). The Firm’s most common investment types include growth capital (37%) and pipe (19%). In total, Capital Z Partners Management has invested in 7 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Anchor BanCorp Wisconsin for $175M.

In the last 3 years, Capital Z Partners Management has exited 4 companies. The Firm’s most common exit type is trade sale (38%). Capital Z Partners Management’s largest (disclosed) exit occurred in 2016 when it sold Universal American for $800M.

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity11
    • M&A Sell Activity8
  • Total Sectors Invested 3
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 8
  • M&A Advisors 1

Capital Z Partners Management LLC

142 West 57th Street. 3rd Floor,
New York, New York 10019
United States
(212) 965-2400
www.capitalz.com
brad.cooper@capitalz.com

Capital Z Partners is a private equity firm focused on the financial services sector. The Firm targets companies in the US, Bermuda, and the UK and looks to commit $25 to $75 million as a primary or co-investor partner. Specific areas of interest include insurance (property, life, health, reinsurance, and specialty markets), services (insurance distribution, claims management, asset servicing, and outsourced service providers), specialty finance (commercial finance, consumer finance, banks, and leasing), and securities (fund management, broker-dealers, and wealth management). Capital Z Partners was established in 1990 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Insurance

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, PIPE, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, United Kingdom

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 25 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 10 1 - - - - 11
vol $175M $175M
Sell (1.0/yr) # 3 1 2 - 2 - 8
vol $800M $175M $975M
  19

Most Recent M&A

Company Date Value Type
Portfolio General Management Group, Inc. 2019-08-19 - Secondary Buyout
Lake Forest, California · www.portfolioreinsurance.com
Hamilton Insurance Group, Ltd. 2019-06-10 - Stake Sale
Hamilton, Bermuda · www.hamiltoninsurancegroup.com
Pearl Capital Business Funding LLC 2017-06-21 - Secondary Buyout
New York, New York · www.pearlcapital.com
Centrue Financial Corp. 2017-01-26 175M USD Add-on Acquisition
Ottawa, Illinois · www.centrue.com
Universal American Corp. 2016-11-17 800M USD Add-on Acquisition
White Plains, New York · www.universalamerican.com
Portfolio General Management Group, Inc. 2016-06-30 - Secondary Buyout
Lake Forest, California · www.portfolioreinsurance.com
Pearl Capital Business Funding LLC 2015-01-01 - Buyout (LBO, MBO, MBI)
New York, New York · www.pearlcapital.com
Centrue Financial Corp. 2014-11-08 - Stake Purchase
Ottawa, Illinois · www.centrue.com
Anchor BanCorp Wisconsin, Inc. 2014-10-21 - IPO
Madison, Wisconsin · www.anchorbank.com
Minova Insurance Holdings Ltd 2014-06-03 - Growth Capital
London, United Kingdom · www.minovainsurance.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 1 (50%) - 6 (55%) 175M (100%)
Insurance 1 (50%) - 4 (36%) -
Healthcare Services - - 1 (9%) -
Total 2 - 11 $175M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 8 (73%) 175M (100%)
  New York - - 2 (18%) -
  Colorado 1 (50%) - 1 (9%) -
  Wisconsin - - 1 (9%) 175M (100%)
  Massachusetts - - 1 (9%) -
  Illinois - - 1 (9%) -
  California - - 1 (9%) -
United Kingdom 1 (50%) - 2 (18%) -
Bermuda - - 1 (9%) -
Total 2 - 11 $175M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (50%) - 4 (36%) -
Recapitalization 1 (50%) - 2 (18%) 175M (100%)
PIPE - - 2 (18%) -
Buyout (LBO, MBO, MBI) - - 1 (9%) -
Secondary Buyout - - 1 (9%) -
Stake Purchase - - 1 (9%) -
Total 2 - 11 $175M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (38%) 975M (100%)
IPO 2 (25%) -
Secondary Sale 2 (25%) -
Stake Sale 1 (13%) -
Total 8 $975M

Top M&A Advisors

Legal Deals
Dechert LLP
1

Deal Values

buy # Total
$100M to $1B 1 $175M
TOTAL $175M
Largest Anchor BanCorp Wisconsin, Inc.
$175M (2013-09-27)
sell # Total
$100M to $1B 2 $975M
TOTAL $975M
Largest Universal American Corp.
$800M (2016-11-17)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
40%
2 40%
Strategic(s)
60%
3 60%

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