1. Home >
  2. Investors >
  3. Private Equity Firm >
  4. United States >
  5. Connecticut >
  6. Stone Point Capital

Stone Point Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stone Point Capital has acquired 10 companies. It has also invested in 3 others.

Stone Point Capital’s most common sectors for investment arefinancial services (34%) and insurance (27%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (31%) 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 6 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.

Join Mergr to view Stone Point Capital’s full profile and discover more mega-sized private equity firm investors just like it.

M&A Summary

  • M&A Total Activity173
    • M&A Buy Activity116
    • M&A Sell Activity57
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 74
  • M&A Advisors 32

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (4.2/yr) # 95 10 2 4 3 2 116
vol $13.3B $6.0B $2.2B $7.0B $17.2B $45.7B
Sell (2.2/yr) # 46 5 4 - 2 - 57
vol $16.5B $600M $17.1B
  173
+5901201301401501601701001101801900

Most Recent M&A

Company Date Value Type
Keller Williams Realty LLC 2025-03-03 - Growth Capital
Austin, Texas · kwri.kw.com
Kestra Financial, Inc. 2025-02-03 - Recapitalization
Austin, Texas · www.kestrafinancial.com
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
TIH Insurance Holdings LLC 2024-02-20 Crump Life Insurance Services, Inc. 2025-01-06 1
Charlotte, North Carolina · www.tihinsurance.com Roseland, New Jersey · www.crumplifeinsurance.com
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
Chicago, 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 52
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 51
Irvine, California · www.alliant.com Lubbock, Texas · www.windmarkcrop.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 16 (31%) 11.4B (28%) 39 (33%) 12.3B (27%)
Insurance 9 (18%) 18.2B (44%) 31 (26%) 21.1B (46%)
Business Services 8 (16%) - 20 (17%) 205M (< 1%)
Internet Software and Services 8 (16%) 1.8B (4%) 11 (9%) 1.8B (4%)
Software 2 (4%) - 5 (4%) -
Healthcare Services 2 (4%) 2.0B (5%) 3 (3%) 2.6B (6%)
Real Estate 2 (4%) - 3 (3%) -
Automotive 1 (2%) - 2 (2%) -
Information Services 1 (2%) 6.0B (15%) 1 (1%) 6.0B (13%)
Staffing 1 (2%) 1.7B (4%) 1 (1%) 1.7B (4%)
Engineering - - 1 (1%) -
Information Technology 1 (2%) - 1 (1%) -
Total 51 $41.1B 118 $45.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 49 (96%) 41.1B (100%) 106 (90%) 43.9B (96%)
  New York 6 (12%) 13.9B (34%) 19 (16%) 14.8B (32%)
  California 8 (16%) 6.0B (15%) 15 (13%) 6.2B (14%)
  Texas 7 (14%) - 12 (10%) -
  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 (3%) 1.8B (4%)
  Arizona 1 (2%) - 3 (3%) -
  North Carolina 1 (2%) 15.5B (38%) 2 (2%) 15.5B (34%)
  New Jersey 1 (2%) - 2 (2%) -
  Colorado 1 (2%) - 2 (2%) -
  Oklahoma 1 (2%) - 1 (1%) -
  Kentucky 1 (2%) - 1 (1%) -
  Iowa 1 (2%) - 1 (1%) -
  District of Columbia 1 (2%) - 1 (1%) -
  South Carolina 1 (2%) - 1 (1%) -
  Oregon - - 1 (1%) -
  Ohio - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Michigan - - 1 (1%) -
  Washington - - 1 (1%) -
Bermuda - - 7 (6%) 200M (< 1%)
United Kingdom 1 (2%) - 2 (2%) -
Cayman Islands 1 (2%) - 1 (1%) -
Switzerland - - 1 (1%) 1.6B (4%)
Canada - - 1 (1%) -
  Ontario - - 1 (1%) -
Domestic 49 (96%) 41.1B (100%) 106 (90%) 43.9B (96%)
Cross-border 2 (4%) - 12 (10%) 1.8B (4%)
Total 51 $41.1B 118 $45.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (20%) - 36 (31%) 2.2B (5%)
Secondary Buyout 17 (33%) 6.0B (15%) 26 (22%) 7.1B (16%)
Growth Capital 11 (22%) - 19 (16%) -
Stake Purchase 2 (4%) - 13 (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 2 (4%) - 6 (5%) -
PIPE - - 3 (3%) -
Venture - - 1 (1%) -
Total 51 $41.1B 118 $45.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 16 (28%) 6.6B (38%)
Trade Sale 15 (26%) 1.8B (11%)
Trade Sale - Public Company 13 (23%) 7.6B (44%)
IPO 7 (12%) -
Merger 5 (9%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 57 $17.1B

Top M&A Advisors

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

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%
27 (23%)
Strategic(s)
6%
7 (6%)
Exited to
Investor(s)
32%
18 (32%)
Strategic(s)
58%
33 (58%)

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.

 Subscribe to unlock this and 212,584
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.7K Private Equity Firms
  • 206K M&A Transactions
  • 208K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.7K M&A Advisors
    (Investment Banks and Law Firms)
  • 80K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal