Investment Summary

Stone Point Capital Invests In SCS Financial

On October 1, 2012, private equity firm Stone Point Capital invested in business services company SCS Financial

Investment Highlights
  • This is Stone Point Capital’s 8th transaction in the Business Services sector.
  • This is Stone Point Capital’s 40th transaction in the United States.
  • This is Stone Point Capital’s 1st transaction in Massachusetts.
Investment Fate
  • SCS Financial was sold to a strategic buyer in 2017.

Investment Summary
Date 2012-10-01
Target SCS Financial
Sector Business Services
Investor(s) Stone Point Capital
Deal Type Stake Purchase

Target

SCS Financial

Boston, Massachusetts, United States
SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager with more than $9 billion in assets under management. SCS serves families, family offices, and institutional investors through a conflict-free, open-architecture business model. SCS Financial was founded in 2002 and is based in Boston, Massachusetts.

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Investor(S) 1

Investor

Stone Point Capital

Greenwich, Connecticut, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1994
PE ASSETS 25.0B USD
Size Mega
Type Sector Focused
DESCRIPTION

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.

DEAL STATS #
Overall 50 of 114
Sector (Business Services) 8 of 20
Type (Stake Purchase) 7 of 12
State (Massachusetts) 1 of 6
Country (United States) 40 of 101
Year (2012) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-07-01 Merchant Capital Solutions

New York, New York, United States

Merchant Capital Solutions provides principal and agency-based capital markets services to mid-market and sponsor-backed companies. MCS offers sunderwriting, syndication, and advisory services to middle-market companies across the capital structure, including for loans, bonds, mezzanine debt, private placements of equity, and IPOs. Merchant Capital Solutions is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-10-02 Lane McVicker

New York, New York, United States

Lane McVicker is a personal lines insurance agency specializing in personal insurance for high net worth customers, ranging from homeowners and automobile insurance to specialty lines, such as coverage for yachts, aircraft, fine arts and antique cars. Lane McVicker was founded in 1999 and is based in New York City.

Sell -
Mergr

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