Stone Point Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Stone Point Capital has acquired 11 companies. It has also invested in 1 other.

Stone Point Capital’s most common sectors for investment are financial services (38%) and insurance (31%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and secondary buyout (21%). In total, Stone Point Capital has invested in 20 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 7 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 Activity123
    • M&A Buy Activity88
    • M&A Sell Activity35
  • Total Sectors Invested 11
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 57
  • M&A Advisors 14

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (3.2/yr) # 72 4 6 1 3 2 88
vol $6.6B $2.7B $4.2B $6.0B $19.5B
Sell (2.4/yr) # 23 5 4 3 - - 35
vol $12.3B $2.1B $1.8B $16.2B
  123

Most Recent M&A

Company Date Value Type
Allied Benefit Systems LLC 2021-02-18 - Growth Capital
Chicago, Illinois · www.alliedbenefit.com
CoreLogic, Inc. 2021-02-04 6.0B USD Going Private
Irvine, California · www.corelogic.com
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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
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
Bullhorn, Inc. 2017-10-23 Erecruit Holdings LLC 2019-10-01 6
Boston, Massachusetts · www.bullhorn.com Boston, Massachusetts · www.erecruit.com
SitusAMC 2015-01-06 American Mortgage Consultants, Inc. 2019-06-19 11
Houston, Texas · www.situs.com New York, New York · www.amcfirst.com
Higginbotham Insurance Agency, Inc. 2009-12-01 Extraco Banks - Extraco Insurance 2019-06-17 4
Forh Worh, Texas · www.higginbotham.net Waco, Texas
AmTrust Financial Services, Inc. 2018-03-01 AmTrust Financial Services, Inc. - Global Surety & Credit Reinsurance Operations 2019-04-15 1
New York, New York · www.amtrustgroup.com New York, New York
Kestra Financial, Inc. 2016-06-27 Reliance Trust Company Of Delaware 2018-10-22 2
Austin, Texas · www.KestraFinancial.com Wilmington, Delaware
GENEX Services, Inc. 2018-02-09 Priority Care Solutions LLC 2018-09-28 2
Wayne, Pennsylvania · www.genexservices.com Tampa, Florida · www.prioritycaresolutions.com
Bullhorn, Inc. 2017-10-23 Peoplenet Corp. 2017-11-29 5
Boston, Massachusetts · www.bullhorn.com Atlanta, Georgia · www.peoplenet.com
Higginbotham Insurance Agency, Inc. 2009-12-01 Hilb Group of Texas LLC 2017-05-11 3
Forh Worh, Texas · www.higginbotham.net Spring, Texas

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 21 (40%) 4.4B (29%) 33 (38%) 5.4B (28%)
Insurance 14 (26%) 2.9B (19%) 27 (31%) 4.5B (23%)
Business Services 7 (13%) - 10 (11%) -
Software 4 (8%) 1.8B (12%) 6 (7%) 1.8B (9%)
Internet Software and Services 2 (4%) - 4 (5%) -
Information Technology - - 2 (2%) 1.1B (6%)
Healthcare Services 1 (2%) - 2 (2%) 637M (3%)
Information Services 1 (2%) 6.0B (40%) 1 (1%) 6.0B (31%)
Automotive 1 (2%) - 1 (1%) -
Real Estate 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 53 $15.1B 88 $19.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 48 (91%) 14.9B (99%) 76 (86%) 17.7B (91%)
  New York 12 (23%) 7.1B (47%) 16 (18%) 7.8B (40%)
  California 5 (9%) 6.0B (40%) 10 (11%) 6.0B (31%)
  Texas 5 (9%) - 7 (8%) -
  Connecticut 5 (9%) - 6 (7%) -
  Georgia 3 (6%) - 6 (7%) -
  Illinois 2 (4%) 1.8B (12%) 5 (6%) 2.1B (11%)
  Massachusetts 4 (8%) - 4 (5%) -
  Pennsylvania 2 (4%) - 4 (5%) -
  Florida 1 (2%) - 4 (5%) -
  Tennessee - - 3 (3%) 1.7B (9%)
  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 (1%) 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 (8%)
United Kingdom - - 1 (1%) -
Domestic 48 (91%) 14.9B (99%) 76 (86%) 17.7B (91%)
Cross-border 5 (9%) 200M (1%) 12 (14%) 1.8B (9%)
Total 53 $15.1B 88 $19.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 17 (32%) 420M (3%) 33 (38%) 2.3B (12%)
Secondary Buyout 15 (28%) 6.0B (40%) 18 (20%) 7.1B (36%)
Stake Purchase 7 (13%) - 11 (13%) -
Growth Capital 7 (13%) 15M (< 1%) 10 (11%) 15M (< 1%)
Recapitalization 2 (4%) - 5 (6%) -
Going Private 2 (4%) 8.7B (57%) 4 (5%) 10.0B (51%)
Divestiture 2 (4%) - 3 (3%) -
PIPE 1 (2%) - 3 (3%) -
Venture - - 1 (1%) -
Total 53 $15.1B 88 $19.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (34%) 4.8B (30%)
Trade Sale - Public Company 9 (26%) 9.1B (56%)
Trade Sale 7 (20%) 1.2B (7%)
IPO 4 (11%) -
Merger 2 (6%) 792M (5%)
Recapitalization 1 (3%) 350M (2%)
Total 35 $16.2B

Top M&A Advisors

Financial Deals
Credit Suisse Investment Banking
 3
Barclays Investment Bank
 1
SunTrust Robinson Humphrey, Inc.
 1
Legal Deals
Kramer Levin Naftalis & Frankel LLP
 7
Debevoise & Plimpton LLP
 3
Wachtell, Lipton, Rosen & Katz LLP
 2

Deal Values

buy # Total
> $1B 6 $17.4B
$100M to $1B 5 $2.0B
< $100M 1 $15M
TOTAL $19.5B
Largest CoreLogic, Inc.
$6.0B (2021-02-04)
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
Investor(s)
19%
17 (19%)
Strategic(s)
2%
2 (2%)
Exited to
Investor(s)
37%
13 (37%)
Strategic(s)
51%
18 (51%)

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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