Stone Point Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stone Point Capital has acquired 15 companies. It has also invested in 5 others.

Stone Point Capital’s most common sectors for investment arefinancial services (32%) and insurance (28%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (32%) and secondary buyout (23%). In total, Stone Point Capital has invested in 25 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2024 when it acquired TIH Insurance Holdings for $15.5B.

In the last 3 years, Stone Point Capital has exited 10 companies. The Firm’s most common exit type is trade sale (51%). Stone Point Capital’s largest (disclosed) exit occurred in 2015 when it sold OneWest Bank for $3.4B.

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M&A Summary

  • M&A Total Activity167
    • M&A Buy Activity112
    • M&A Sell Activity55
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 71
  • M&A Advisors 31

Stone Point Capital

20 Horseneck Lane,
Greenwich, Connecticut 06803
United States
(203) 862-2900
www.stonepoint.com
businessplans@stonepoint.com

Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $5 and $500 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Engineering, Financial Services, Healthcare Services, Insurance, Real Estate, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, Western Europe, Eastern Europe

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 5 500
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.2/yr) # 91 3 9 2 4 3 112
vol $9.1B $4.2B $6.0B $2.2B $7.0B $17.2B $45.7B
Sell (2.2/yr) # 44 1 5 3 - 2 55
vol $16.5B $600M $17.1B
  167

Most Recent M&A

Company Date Value Type
Safe-Guard Products International LLC 2024-07-15 - Secondary Sale
Atlanta, Georgia · www.safe-guardproducts.com
SunFireMatrix, Inc. 2024-04-02 - Secondary Sale
Clifton, New Jersey · www.sunfireinc.com
TIH Insurance Holdings LLC 2024-02-20 15.5B USD Divestiture
Charlotte, North Carolina · www.tihinsurance.com
HireRight LLC 2024-02-16 1.7B USD Going Private
Nashville, Tennessee · www.hireright.com
ClearPoint Health 2024-01-08 - Growth Capital
Columbia, South Carolina · www.getclearpoint.com
EverBank, N.A. 2023-08-01 - Divestiture
Jacksonville, Florida · www.everbank.com
Focus Financial Partners LLC 2023-02-27 7.0B USD Going Private
New York, New York · www.focusfinancialpartners.com
Lincoln Property Company Commercial LLC 2023-02-06 - Buyout (LBO, MBO, MBI)
Dallas, Texas · www.lpc.com
IEQ Capital LLC 2023-01-19 - Growth Capital
Foster City, California · www.ieqcapital.com
Onboard Partners LLC 2022-08-24 210M USD Divestiture
Boston, Massachusetts · www.onboardpartners.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
AmTrust Financial Services, Inc. 2018-03-01 First Nationwide Title Agency LLC 2024-10-02 2
New York, New York · www.amtrustfinancial.com New York, New York · www.firstnationwidetitle.com
Applied Systems, Inc. 2014-01-24 Planck Resolution Ltd. 2024-07-23 9
University Park, Illinois · www1.appliedsystems.com New York, New York · www.planckdata.com
Bullhorn, Inc. 2017-10-23 Textkernel B.V. 2024-06-18 13
Boston, Massachusetts · www.bullhorn.com Amsterdam, Netherlands · www.textkernel.com
Ascensus LLC 2021-04-26 Ascensus - ESOP Business 2024-05-16 1
Dresher, Pennsylvania · www.ascensus.com Dresher, Pennsylvania
Ascensus LLC 2021-04-26 Vanguard - Simple, Multi-SEP, and Individual 401(k) retirement plans 2024-04-16 3
Dresher, Pennsylvania · www.ascensus.com Valley Forge, Pennsylvania
Focus Financial Partners LLC 2023-02-27 UPTIQ Treasury and Credit Solutions LLC 2024-01-29 1
New York, New York · www.focusfinancialpartners.com New York, New York
Alliant Insurance Services, Inc. 2015-06-23 PBC Insurance - Employee Benefits Division 2024-01-03 51
Irvine, California · www.alliant.com Eugene, Oregon
Consilio LLC 2021-04-20 Lawyers On Demand Ltd. 2023-08-02 4
Washington, District of Columbia · www.consilio.com London, United Kingdom · www.lodlaw.com
Alliant Insurance Services, Inc. 2015-06-23 Windmark Insurance Agency, Inc. 2023-04-04 50
Irvine, California · www.alliant.com Lubbock, Texas · www.windmarkcrop.com
Eagle Point Credit Management LLC 2012-12-01 Marble Point Credit Management LLC 2022-12-02 1
Greenwich, Connecticut · www.eaglepointcredit.com Greenwich, Connecticut · www.marblepointcredit.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 14 (29%) 11.4B (28%) 36 (32%) 12.3B (27%)
Insurance 9 (18%) 18.2B (44%) 31 (27%) 21.1B (46%)
Business Services 9 (18%) 1.7B (4%) 20 (18%) 1.9B (4%)
Internet Software and Services 8 (16%) 1.8B (4%) 11 (10%) 1.8B (4%)
Software 2 (4%) - 5 (4%) -
Healthcare Services 2 (4%) 2.0B (5%) 3 (3%) 2.6B (6%)
Automotive 1 (2%) - 2 (2%) -
Real Estate 1 (2%) - 2 (2%) -
Information Services 1 (2%) 6.0B (15%) 1 (1%) 6.0B (13%)
Engineering - - 1 (1%) -
Information Technology 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 49 $41.1B 114 $45.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 46 (94%) 41.1B (100%) 101 (89%) 43.9B (96%)
  New York 7 (14%) 13.9B (34%) 19 (17%) 14.8B (32%)
  California 7 (14%) 6.0B (15%) 14 (12%) 6.2B (14%)
  Texas 4 (8%) - 8 (7%) -
  Florida 3 (6%) - 7 (6%) -
  Georgia 1 (2%) - 7 (6%) -
  Massachusetts 5 (10%) 210M (1%) 6 (5%) 210M (< 1%)
  Connecticut 4 (8%) - 5 (4%) -
  Tennessee 2 (4%) 3.7B (9%) 5 (4%) 5.4B (12%)
  Pennsylvania 1 (2%) - 5 (4%) -
  Illinois 2 (4%) 1.8B (4%) 4 (4%) 1.8B (4%)
  North Carolina 1 (2%) 15.5B (38%) 2 (2%) 15.5B (34%)
  Colorado 1 (2%) - 2 (2%) -
  Arizona 1 (2%) - 2 (2%) -
  South Carolina 1 (2%) - 2 (2%) -
  New Jersey 1 (2%) - 2 (2%) -
  District of Columbia 1 (2%) - 1 (1%) -
  Oklahoma 1 (2%) - 1 (1%) -
  Kentucky 1 (2%) - 1 (1%) -
  Iowa 1 (2%) - 1 (1%) -
  Washington - - 1 (1%) -
  Oregon - - 1 (1%) -
  Ohio - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Michigan - - 1 (1%) -
Bermuda - - 7 (6%) 200M (< 1%)
United Kingdom 1 (2%) - 2 (2%) -
Canada 1 (2%) - 2 (2%) -
  Ontario 1 (2%) - 2 (2%) -
Cayman Islands 1 (2%) - 1 (1%) -
Switzerland - - 1 (1%) 1.6B (4%)
Domestic 46 (94%) 41.1B (100%) 101 (89%) 43.9B (96%)
Cross-border 3 (6%) - 13 (11%) 1.8B (4%)
Total 49 $41.1B 114 $45.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (20%) - 36 (32%) 2.2B (5%)
Secondary Buyout 17 (35%) 6.0B (15%) 26 (23%) 7.1B (16%)
Growth Capital 11 (22%) - 17 (15%) -
Stake Purchase 1 (2%) - 12 (11%) -
Going Private 5 (10%) 19.4B (47%) 7 (6%) 20.7B (45%)
Divestiture 4 (8%) 15.7B (38%) 7 (6%) 15.7B (34%)
Recapitalization 1 (2%) - 5 (4%) -
PIPE - - 3 (3%) -
Venture - - 1 (1%) -
Total 49 $41.1B 114 $45.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 16 (29%) 6.6B (38%)
Trade Sale 15 (27%) 1.8B (11%)
Trade Sale - Public Company 12 (22%) 7.6B (44%)
IPO 7 (13%) -
Merger 4 (7%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 55 $17.1B

Top M&A Advisors

Financial Deals
RBC Capital Markets
 6
J.P. Morgan Securities
 3
Credit Suisse Investment Banking
 3
Legal Deals
Kramer Levin Naftalis & Frankel
 8
Simpson Thacher & Bartlett
 5
Kirkland & Ellis
 4

Deal Values

buy # Total
> $1B 10 $43.6B
$100M to $1B 6 $2.1B
TOTAL $45.7B
Largest TIH Insurance Holdings LLC
$15.5B (2024-02-20)
sell # Total
> $1B 6 $12.6B
$100M to $1B 10 $4.6B
TOTAL $17.1B
Largest OneWest Bank
$3.4B (2015-08-03)

M&A Connections

Deals
Acquired from
Investor(s)
23%
26 (23%)
Strategic(s)
6%
7 (6%)
Exited to
Investor(s)
33%
18 (33%)
Strategic(s)
56%
31 (56%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

25.0B USD

Established

1994

Specialist/Generalist

Specialist

Leadership

Charles Davis

Chairman & Co-CEO

James Carey

Co-CEO

Stephen Friedman

Senior Chairman

Agha Khan

Co-Head of Private Equity

Fayez Muhtadie

Co-Head of Private Equity

FAQ

When was Stone Point Capital founded?

Stone Point Capital was founded in 1994.

What type of investor is Stone Point Capital?

Stone Point Capital is a private equity firm.

Where is Stone Point Capital headquartered?

Stone Point Capital is headquartered in Greenwich, Connecticut.

How much capital does Stone Point Capital have under management?

Stone Point Capital has 25.0B USD under management.

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