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 1 other.

Stone Point Capital’s most common sectors for investment arefinancial services (33%) and insurance (30%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and secondary buyout (23%). In total, Stone Point Capital has invested in 24 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired CoreLogic for $6.0B.

In the last 3 years, Stone Point Capital has exited 9 companies. The Firm’s most common exit type is trade sale (59%). 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 Activity145
    • M&A Buy Activity99
    • M&A Sell Activity46
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 72
  • M&A Advisors 15

Stone Point Capital

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

Stone Point Capital LLC is a private equity firm that targets investments in the insurance and financial services industries. 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 and New York City.


Investment Criteria

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

Target Transaction Types: Buyout (LBO, MBO, MBI), 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.8/yr) # 80 8 1 3 5 2 99
vol $6.7B $2.7B $4.2B $6.0B $2.2B $21.9B
Sell (2.6/yr) # 33 4 3 - 3 3 46
vol $14.7B $1.8B $600M $17.1B
  145

Most Recent M&A

Company Date Value Type
Kessler Financial Services LLC 2022-08-24 210M USD Divestiture
Boston, Massachusetts · www.kessler.com
Tivity Health, Inc. 2022-04-05 2.0B USD Going Private
Franklin, Tennessee · www.tivityhealth.com
SumRidge Partners LLC 2022-03-28 - Add-on Acquisition
Jersey City, New Jersey · www.sumridge.com
Long Term Care Group, Inc. 2022-02-24 - Add-on Acquisition
Eden Prairie, Minnesota · www.ltcg.com
Kensington Vanguard National Land Services 2022-02-08 - Add-on Acquisition
New York, New York · www.kvnational.com
JND Legal Administration, Inc. 2021-12-07 - Add-on Acquisition
Seattle, Washington · www.jndla.com
Verisys Corp. 2021-07-16 - Secondary Buyout
Alexandria, Virginia · www.verisys.com
Aperture Health, Inc. 2021-07-16 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.aperture.health
Amherst Pierpont Securities LLC 2021-07-15 600M USD Add-on Acquisition
New York, New York · www.apsec.com
Ascensus LLC 2021-04-26 - Secondary Buyout
Dresher, Pennsylvania · www.ascensus.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Home Point Financial Corp. 2014-08-01 Home Point Financial Corp. - Delegated Correspondent Channel Assets 2022-04-29 1
Ann Arbor, Michigan · www.homepointfinancial.com Ann Arbor, Michigan
Ascensus LLC 2021-04-26 Newport Group, Inc. 2021-11-03 2
Dresher, Pennsylvania · www.ascensus.com Walnut Creek, California · www.newportgroup.com
Sabal Capital Partners LLC 2018-07-16 Sabal Capital Partners - Lending and servicing segments 2021-10-04 1
Irvine, California · www.sabal.com Irvine, California
CoreLogic, Inc. 2021-02-04 Next Gear Solutions LLC 2021-09-15 2
Irvine, California · www.corelogic.com Oxford, Mississippi · www.nextgearsolutions.com
Lone Wolf Technologies, Inc. 2020-10-23 Propertybase, Inc. 2021-08-25 5
Cambridge, Ontario · www.lwolf.com Boulder, Colorado · www.propertybase.com
CoreLogic, Inc. 2021-02-04 Teletrack LLC 2021-07-27 1
Irvine, California · www.corelogic.com San Diego, California · tto.teletrack.com
Verisys Corp. 2021-07-16 MedAdvantage LLC 2021-07-19 1
Alexandria, Virginia · www.verisys.com Orlando, Florida · www.med-advantage.com
Alliant Insurance Services, Inc. 2015-06-23 Confie Holding II Co. 2021-04-21 36
Newport Beach, California · www.alliant.com Huntington Beach, California · www.confie.com
Genex Services LLC 2018-02-09 Coventry Workers'​ Comp Services 2020-03-02 3
Wayne, Pennsylvania · www.genexservices.com Downers Grove, Illinois · www.coventrywcs.com
Bullhorn, Inc. 2017-10-23 Erecruit Holdings LLC 2019-10-01 10
Boston, Massachusetts · www.bullhorn.com Boston, Massachusetts · www.erecruit.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 14 (33%) 4.4B (26%) 32 (32%) 5.6B (26%)
Insurance 9 (21%) 2.7B (16%) 29 (29%) 5.6B (26%)
Business Services 5 (12%) - 16 (16%) 205M (1%)
Internet Software and Services 5 (12%) 1.8B (11%) 8 (8%) 1.8B (8%)
Software 3 (7%) - 5 (5%) -
Healthcare Services 1 (2%) 2.0B (12%) 2 (2%) 2.6B (12%)
Information Technology 2 (5%) - 2 (2%) -
Information Services 1 (2%) 6.0B (35%) 1 (1%) 6.0B (27%)
Automotive 1 (2%) - 1 (1%) -
Engineering - - 1 (1%) -
Real Estate 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 43 $16.9B 99 $21.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 38 (88%) 16.9B (100%) 86 (87%) 20.1B (92%)
  New York 8 (19%) 6.9B (41%) 18 (18%) 7.8B (36%)
  California 5 (12%) 6.0B (35%) 11 (11%) 6.2B (28%)
  Texas 4 (9%) - 7 (7%) -
  Georgia 1 (2%) - 6 (6%) -
  Massachusetts 4 (9%) 210M (1%) 5 (5%) 210M (1%)
  Connecticut 4 (9%) - 5 (5%) -
  Illinois 2 (5%) 1.8B (11%) 5 (5%) 2.1B (10%)
  Pennsylvania 2 (5%) - 5 (5%) -
  Florida 1 (2%) - 5 (5%) -
  Tennessee 1 (2%) 2.0B (12%) 4 (4%) 3.7B (17%)
  Virginia 1 (2%) - 1 (1%) -
  Oklahoma 1 (2%) - 1 (1%) -
  Michigan 1 (2%) - 1 (1%) -
  Kentucky 1 (2%) - 1 (1%) -
  Iowa 1 (2%) - 1 (1%) -
  Colorado - - 1 (1%) -
  Arizona - - 1 (1%) -
  Washington - - 1 (1%) -
  South Carolina - - 1 (1%) -
  Ohio - - 1 (1%) -
  North Carolina - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Minnesota - - 1 (1%) -
Bermuda 2 (5%) - 7 (7%) 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 (7%)
Domestic 38 (88%) 16.9B (100%) 86 (87%) 20.1B (92%)
Cross-border 5 (12%) - 13 (13%) 1.8B (8%)
Total 43 $16.9B 99 $21.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (23%) - 35 (35%) 2.5B (12%)
Secondary Buyout 17 (40%) 6.0B (35%) 22 (22%) 7.1B (32%)
Stake Purchase 3 (7%) - 12 (12%) -
Growth Capital 6 (14%) - 11 (11%) -
Going Private 3 (7%) 10.7B (63%) 5 (5%) 12.0B (55%)
Divestiture 2 (5%) 210M (1%) 5 (5%) 210M (1%)
Recapitalization 1 (2%) - 5 (5%) -
PIPE 1 (2%) - 3 (3%) -
Venture - - 1 (1%) -
Total 43 $16.9B 99 $21.9B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 13 (28%) 9.4B (55%)
Secondary Sale 13 (28%) 4.8B (28%)
Trade Sale 13 (28%) 1.8B (11%)
IPO 4 (9%) -
Merger 2 (4%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 46 $17.1B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
 3
J.P. Morgan Securities LLC
 2
Barclays Investment Bank
 1
Legal Deals
Kramer Levin Naftalis & Frankel LLP
 7
Kirkland & Ellis LLP
 4
Debevoise & Plimpton LLP
 3

Deal Values

buy # Total
> $1B 7 $19.4B
$100M to $1B 7 $2.5B
TOTAL $21.9B
Largest CoreLogic, Inc.
$6.0B (2021-02-04)
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)
22%
22 (22%)
Strategic(s)
5%
5 (5%)
Exited to
Investor(s)
33%
15 (33%)
Strategic(s)
61%
28 (61%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

19.0B USD

Established

1994

Specialist/Generalist

Specialist

Leadership

Charles Davis

CEO

Stephen Friedman

Chairman

Adam Tuckman

Managing Director

Agha Khan

Managing Director

Andrew Reutter

Managing Director

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