Stone Point Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Stone Point Capital has acquired 12 companies. It has also invested in 1 other.

Stone Point Capital’s most common sectors for investment are financial services (40%) and insurance (31%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (39%) and secondary buyout (20%). In total, Stone Point Capital has invested in 20 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2020 when it acquired Duff & Phelps for $4.2B.

In the last 3 years, Stone Point Capital has exited 11 companies. The Firm’s most common exit type is trade sale (49%). 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 Activity119
    • M&A Buy Activity86
    • M&A Sell Activity33
  • Total Sectors Invested 10
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 55
  • M&A Advisors 12

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (3.2/yr) # 70 3 3 6 1 3 86
vol $6.8B $2.7B $4.2B $13.7B
Sell (2.8/yr) # 19 3 5 3 3 - 33
vol $11.9B $434M $2.1B $1.8B $16.2B
  119

Most Recent M&A

Company Date Value Type
Lone Wolf Technologies, Inc. 2020-10-23 - Secondary Buyout
Cambridge, Ontario · www.lwolf.com
Safe-Guard Products International LLC 2020-01-27 - Secondary Buyout
Atlanta, Georgia · www.safe-guardproducts.com
Duff & Phelps LLC 2020-01-22 4.2B USD Secondary Buyout
New York, New York · www.duffandphelps.com
Privilege Underwriters, Inc. 2019-10-03 - Add-on Acquisition
New York, New York · www.purehnw.com
Black Mountain Systems 2019-09-23 - Add-on Acquisition
San Diego, California · www.blackmountainsystems.com
First Associates Loan Servicing LLC 2019-07-16 - Recapitalization
San Diego, California · www.1stassociates.com
Hodges-Mace Benefits Group, Inc. 2019-07-02 - Add-on Acquisition
Atlanta, Georgia · www.hodgesmace.com
Oasis Outsourcing LLC 2018-11-26 1.2B USD Add-on Acquisition
West Palm Beach, Florida · www.oasisadvantage.com
Eliassen Group LLC 2018-11-05 - Secondary Buyout
Wakefield, Massachusetts · www.eliassen.com
Sabal Capital Partners LLC 2018-07-16 - Buyout (LBO, MBO, MBI)
Irvine, California · www.sabalcap.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
SitusAMC 2015-01-06 ComplianceEase 2020-09-15 7
Houston, Texas · www.situs.com Burlingame, California · www.ComplianceEase.com
Alliant Insurance Services, Inc. 2015-06-23 Senior Market Sales, Inc. 2020-07-29 25
Newport Beach, California · www.alliant.com Omaha, Nebraska · www.seniormarketsales.com
Alliant Insurance Services, Inc. 2015-06-23 The LifeBalance Program 2020-03-04 24
Newport Beach, California · www.alliant.com Portland, Oregon · www.sales.lifebalanceprogram.com
Alliant Insurance Services, Inc. 2015-06-23 Pend Oreille Insurance 2020-03-03 23
Newport Beach, California · www.alliant.com Ponderay, Idaho · www.pendoreilleinsurance.com
GENEX Services, Inc. 2018-02-09 Coventry Workers'​ Comp Services 2020-03-02 3
Wayne, Pennsylvania · www.genexservices.com Downers Grove, Illinois · www.coventrywcs.com
Duff & Phelps LLC 2020-01-22 Lucid Issuer Services Ltd. 2020-01-24 1
New York, New York · www.duffandphelps.com London, United Kingdom · www.lucid-is.com
SitusAMC 2015-01-06 Alan King and Co. Inc. 2020-01-21 6
Houston, Texas · www.situs.com San Ramon, California · www.sbo2000.net
Grace Hill, Inc. 2018-03-05 Kingsley Associates 2020-01-21 2
Augusta, Georgia · www.gracehill.com San Francisco, California · www.kingsleyassociates.com
Bullhorn, Inc. 2017-10-23 Herefish 2020-01-08 6
Boston, Massachusetts · www.bullhorn.com St. Louis, Missouri · www.herefish.com
Kensington Vanguard National Land Services 2016-01-01 GRS Title Services LLC 2020-01-06 2
New York, New York · www.kvnational.com Richmond, Virginia

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 24 (45%) 4.7B (50%) 34 (40%) 5.6B (41%)
Insurance 13 (25%) 2.9B (31%) 26 (30%) 4.5B (33%)
Business Services 7 (13%) - 10 (12%) -
Software 3 (6%) 1.8B (19%) 5 (6%) 1.8B (13%)
Internet Software and Services 2 (4%) - 4 (5%) -
Information Technology - - 2 (2%) 1.1B (8%)
Healthcare Services 1 (2%) - 2 (2%) 637M (5%)
Automotive 1 (2%) - 1 (1%) -
Real Estate 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 53 $9.4B 86 $13.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 48 (91%) 9.2B (98%) 74 (86%) 11.9B (87%)
  New York 12 (23%) 6.9B (74%) 16 (19%) 7.6B (55%)
  California 4 (8%) - 9 (10%) -
  Connecticut 6 (11%) 220M (2%) 7 (8%) 220M (2%)
  Texas 5 (9%) 225M (2%) 6 (7%) 225M (2%)
  Georgia 3 (6%) - 6 (7%) -
  Massachusetts 4 (8%) - 4 (5%) -
  Pennsylvania 2 (4%) - 4 (5%) -
  Florida 2 (4%) - 4 (5%) -
  Illinois 1 (2%) 1.8B (19%) 4 (5%) 2.1B (15%)
  Tennessee - - 3 (3%) 1.7B (13%)
  Washington 1 (2%) - 1 (1%) -
  Oklahoma 1 (2%) - 1 (1%) -
  Ohio 1 (2%) - 1 (1%) -
  New Jersey 1 (2%) - 1 (1%) -
  Michigan 1 (2%) - 1 (1%) -
  Arizona 1 (2%) - 1 (1%) -
  Alabama 1 (2%) - 1 (1%) -
  North Carolina - - 1 (1%) -
  Colorado - - 1 (1%) -
Bermuda 3 (6%) 200M (2%) 7 (8%) 200M (1%)
Canada 1 (2%) - 2 (2%) -
  Ontario 1 (2%) - 2 (2%) -
Cayman Islands 1 (2%) - 1 (1%) -
Switzerland - - 1 (1%) 1.6B (12%)
United Kingdom - - 1 (1%) -
Domestic 48 (91%) 9.2B (98%) 74 (86%) 11.9B (87%)
Cross-border 5 (9%) 200M (2%) 12 (14%) 1.8B (13%)
Total 53 $9.4B 86 $13.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 17 (32%) 420M (4%) 33 (38%) 2.3B (17%)
Secondary Buyout 14 (26%) 6.0B (64%) 17 (20%) 7.1B (52%)
Stake Purchase 8 (15%) - 12 (14%) -
Growth Capital 8 (15%) 240M (3%) 9 (10%) 240M (2%)
Recapitalization 2 (4%) - 5 (6%) -
Going Private 1 (2%) 2.7B (29%) 3 (3%) 4.0B (29%)
Divestiture 2 (4%) - 3 (3%) -
PIPE 1 (2%) - 3 (3%) -
Venture - - 1 (1%) -
Total 53 $9.4B 86 $13.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (36%) 4.8B (30%)
Trade Sale - Public Company 8 (24%) 9.1B (56%)
Trade Sale 7 (21%) 1.2B (7%)
IPO 4 (12%) -
Merger 1 (3%) 792M (5%)
Recapitalization 1 (3%) 350M (2%)
Total 33 $16.2B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
 3
Barclays Investment Bank
 1
Deutsche Bank Corporate & Investment Banking
 1
Legal Deals
Kramer Levin Naftalis & Frankel LLP
 6
Debevoise & Plimpton LLP
 3
Wachtell, Lipton, Rosen & Katz LLP
 2

Deal Values

buy # Total
> $1B 5 $11.4B
$100M to $1B 6 $2.3B
< $100M 1 $15M
TOTAL $13.7B
Largest Duff & Phelps LLC
$4.2B (2020-01-22)
sell # Total
> $1B 6 $12.6B
$100M to $1B 7 $3.7B
TOTAL $16.2B
Largest OneWest Bank
$3.4B (2015-08-03)

M&A Connections

Deals %
Acquired from
PE Firm(s)
90%
19 90%
Strategic(s)
10%
2 10%
Exited to
PE Firm(s)
50%
16 50%
Strategic(s)
50%
16 50%

Investor Summary

Size

Mega

PE Assets

19.0B USD

Established

1994

Specialist/Generalist

Specialist

Leadership

Charles Davis

CEO

Stephen Friedman

Chairman

Agha Khan

Senior Principal

Fayez Muhtadie

Senior Principal

James Carey

Senior Principal

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