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 2 others.

Stone Point Capital’s most common sectors for investment arefinancial services (32%) and insurance (30%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and secondary buyout (24%). In total, Stone Point Capital has invested in 25 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2023 when it acquired Focus Financial Partners for $7.0B.

In the last 3 years, Stone Point Capital has exited 7 companies. The Firm’s most common exit type is trade sale (55%). 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 Activity150
    • M&A Buy Activity102
    • M&A Sell Activity48
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 65
  • M&A Advisors 22

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.8/yr) # 88 3 6 2 1 2 102
vol $9.1B $4.2B $6.0B $2.2B $7.0B $1.7B $30.2B
Sell (1.4/yr) # 41 - 3 3 - 1 48
vol $16.5B $600M $17.1B
  150

Most Recent M&A

Company Date Value Type
SunFireMatrix, Inc. 2024-04-02 - Secondary Sale
Clifton, New Jersey · www.sunfireinc.com
HireRight, Inc. 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
Focus Financial Partners LLC 2023-02-27 7.0B USD Going Private
New York, New York · www.focusfinancialpartners.com
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 - Trade Sale
Jersey City, New Jersey · www.sumridge.com
Long Term Care Group, Inc. 2022-02-24 - Trade Sale
Eden Prairie, Minnesota · www.ltcg.com
Kensington Vanguard National Land Services 2022-02-08 - Trade Sale
New York, New York · www.kvnational.com
JND Legal Administration, Inc. 2021-12-07 - Trade Sale
Seattle, Washington · www.jndla.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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 49
Newport Beach, 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
Safe-Guard Products International LLC 2020-01-27 Dealer Solutions & Design LLC 2023-07-06 1
Atlanta, Georgia · www.safe-guardproducts.com Duluth, Georgia · www.dsdteam.com
Alliant Insurance Services, Inc. 2015-06-23 Windmark Insurance Agency, Inc. 2023-04-04 48
Newport Beach, California · www.alliant.com Lubbock, Texas · www.windmarkcrop.com
Eagle Point Credit Management LLC 2012-12-01 Marble Point Credit Management LLC 2022-12-02 1
Greenwich, Connecticut · www.eaglepointcredit.com Greenwich, Connecticut · www.marblepointcredit.com
Alliant Insurance Services, Inc. 2015-06-23 Trivedi Capacity Associates LLC 2022-11-02 47
Newport Beach, California · www.alliant.com Mahwah, New Jersey
AmTrust Financial Services, Inc. 2018-03-01 DUAL North America - Middle Market Management Liability Practice 2022-10-24 2
New York, New York · www.amtrustfinancial.com London, United Kingdom
CoreLogic, Inc. 2021-02-04 HomeVisit 2022-10-11 2
Irvine, California · www.corelogic.com Chantilly, Virginia · www.homevisit.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 13 (28%) 11.4B (45%) 32 (31%) 12.3B (41%)
Insurance 10 (22%) 2.7B (11%) 30 (29%) 5.6B (19%)
Business Services 6 (13%) 1.7B (6%) 17 (17%) 1.9B (6%)
Internet Software and Services 6 (13%) 1.8B (7%) 9 (9%) 1.8B (6%)
Software 4 (9%) - 6 (6%) -
Healthcare Services 1 (2%) 2.0B (8%) 2 (2%) 2.6B (9%)
Information Technology 2 (4%) - 2 (2%) -
Information Services 1 (2%) 6.0B (23%) 1 (1%) 6.0B (20%)
Automotive 1 (2%) - 1 (1%) -
Engineering - - 1 (1%) -
Real Estate 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 46 $25.6B 103 $30.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 41 (89%) 25.6B (100%) 90 (87%) 28.4B (94%)
  New York 8 (17%) 13.9B (54%) 19 (18%) 14.8B (49%)
  California 5 (11%) 6.0B (23%) 11 (11%) 6.2B (21%)
  Texas 3 (7%) - 7 (7%) -
  Georgia 1 (2%) - 6 (6%) -
  Massachusetts 4 (9%) 210M (1%) 5 (5%) 210M (1%)
  Connecticut 4 (9%) - 5 (5%) -
  Tennessee 2 (4%) 3.7B (14%) 5 (5%) 5.4B (18%)
  Pennsylvania 2 (4%) - 5 (5%) -
  Florida 1 (2%) - 5 (5%) -
  Illinois 2 (4%) 1.8B (7%) 4 (4%) 1.8B (6%)
  South Carolina 1 (2%) - 2 (2%) -
  New Jersey 1 (2%) - 2 (2%) -
  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%) -
  District of Columbia 1 (2%) - 1 (1%) -
  Washington - - 1 (1%) -
  Ohio - - 1 (1%) -
  North Carolina - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Colorado - - 1 (1%) -
  Arizona - - 1 (1%) -
Bermuda 2 (4%) - 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 (5%)
Domestic 41 (89%) 25.6B (100%) 90 (87%) 28.4B (94%)
Cross-border 5 (11%) - 13 (13%) 1.8B (6%)
Total 46 $25.6B 103 $30.2B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 9 (20%) - 34 (33%) 2.2B (7%)
Secondary Buyout 18 (39%) 6.0B (23%) 24 (23%) 7.1B (24%)
Growth Capital 7 (15%) - 12 (12%) -
Stake Purchase 3 (7%) - 12 (12%) -
Going Private 5 (11%) 19.4B (76%) 7 (7%) 20.7B (68%)
Divestiture 2 (4%) 210M (1%) 5 (5%) 210M (1%)
Recapitalization 1 (2%) - 5 (5%) -
PIPE 1 (2%) - 3 (3%) -
Venture - - 1 (1%) -
Total 46 $25.6B 103 $30.2B

Exits by Deal Type

Type Total # Value
Secondary Sale 15 (31%) 6.6B (38%)
Trade Sale 13 (27%) 1.8B (11%)
Trade Sale - Public Company 12 (25%) 7.6B (44%)
IPO 5 (10%) -
Merger 2 (4%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 48 $17.1B

Top M&A Advisors

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

Deal Values

buy # Total
> $1B 9 $28.1B
$100M to $1B 6 $2.1B
TOTAL $30.2B
Largest Focus Financial Partners LLC
$7.0B (2023-02-27)
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%
24 (23%)
Strategic(s)
5%
5 (5%)
Exited to
Investor(s)
35%
17 (35%)
Strategic(s)
56%
27 (56%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

25.0B 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

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.

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