Investment Summary

Capital Z Partners Invests In Jelf Insurance Brokers

On March 19, 2010, private equity firm Capital Z Partners invested in insurance company Jelf Insurance Brokers

Investment Highlights
  • This is Capital Z Partners’ 1st transaction in the Insurance sector.
  • This is Capital Z Partners’ 1st transaction in the United Kingdom.
Investment Fate
  • Jelf Insurance Brokers was sold to a strategic buyer in 2015.

Investment Summary

Date 2010-03-19
Target Jelf Insurance Brokers
Sector Insurance
Investor(s) Capital Z Partners
Deal Type PIPE

Target

Jelf Insurance Brokers

Bristol, United Kingdom
Jelf Insurance Brokers Ltd. is an independent consultancy which provides advice across a broad range of insurance, financial and employee benefit services to corporates and related individuals.

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Investor(S) 1

Investor

Capital Z Partners

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1990
PE ASSETS 3.0B USD
Size Large
Type Sector Focused
DESCRIPTION

Capital Z Partners is a private equity firm focused on the financial services sector. The Firm targets companies in the US, Bermuda, and the UK and looks to commit $25 to $100 million as a primary or co-investor partner. Specific areas of interest include insurance (property, life, health, reinsurance, and specialty markets), services (insurance distribution, claims management, asset servicing, and outsourced service providers), specialty finance (commercial finance, consumer finance, banks, and leasing), and securities (fund management, broker-dealers, and wealth management). Capital Z Partners was established in 1990 and is headquartered in New York City.


DEAL STATS #
Overall 5 of 14
Sector: Insurance M&A 1 of 6
Type: PIPE M&A Deals 2 of 2
Country: United Kingdom M&A 1 of 4
Year: 2010 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-10-01 MountainView Capital Holdings

Denver, Colorado, United States

MountainView Capital Holdings LLC offers a range of services including: (i) acquiror of mortgage assets as manager of MountainView Mortgage Opportunities Funds I and II; (ii) brokerage services for residential mortgage loans and mortgage servicing rights; (iii) broker/dealer services for the purchase and sale of RMBS, CMBS, and ABS; (iv) independent third party valuation of mortgage servicing rights and whole loans; and (v) hedge advisory services related to mortgage servicing rights.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-07-01 Hamilton Insurance

Pembroke, Bermuda

Hamilton Insurance is an insurance and reinsurance company focused on generating attractive risk-adjusted returns by combining an experienced management and underwriting team. Hamilton Insurance was incorporated in 2013 and is based in Pembroke, Bermuda.

Buy -