Investment Summary

Pine Brook Partners Invests In Clear Blue Financial Holdings

On December 15, 2015, private equity firm Pine Brook Partners invested in insurance company Clear Blue Financial Holdings

Investment Highlights
  • This is Pine Brook Partners’ 8th transaction in the Insurance sector.
  • This is Pine Brook Partners’ 23rd transaction in the United States.
  • This is Pine Brook Partners’ 1st transaction in North Carolina.

Investment Summary
Date 2015-12-15
Target Clear Blue Financial Holdings
Sector Insurance
Investor(s) Pine Brook Partners
Deal Type Growth Capital

Target

Clear Blue Financial Holdings

Charlotte, North Carolina, United States
Clear Blue Financial Holdings is a Charlotte, North Carolina-based non-risk bearing insurance business that enables insurers to access the on-shore U.S. market through use of its licensing and rating and services.

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Investor(S) 1

Investor

Pine Brook Partners

New York, New York, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2006
PE ASSETS 6.0B USD
Size Mega
Type Sector Focused
DESCRIPTION

Pine Brook Road Partners is a private equity group focused on growth capital investments in the energy and financial services sectors. Specific areas of interest within the energy sector include exploration, oilfield services, transportation/storage, power generation/distribution/transmission, and biofuel/renewable resources. Specific areas of interest within financial services include insurance, banks, asset management, specialty finance, and servicing/distribution/origination. Pine Brook generally acts as the lead/control investor in newly-formed or established businesses. The Firm has a special interest in 'underappreciated or overlooked' opportunities. Pine Brook Road Partners was formed in 2006 and is based in New York City.

DEAL STATS #
Overall 35 of 42
Sector (Insurance) 8 of 9
Type (Growth Capital) 12 of 15
State (North Carolina) 1 of 1
Country (United States) 23 of 30
Year (2015) 6 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-10-01 Belmont Green

Staines, United Kingdom

Belmont Green is a UK-based mortgage company focused on residential lending to under-served segments of the UK mortgage market. The Company's trading name in the UK mortgage market is Vida Homeloans.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-01-01 FSF

Wilmington, Delaware, United States

FSF has focused on providing products that improve the financial future of customers via leading-edge technology and proprietary, analytics-based underwriting. FSF was founded in 2016 and is based in Wilmington, Delaware.

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