M&A Deal Summary |
|
|---|---|
| Date | 2023-02-06 |
| Target | Lincoln |
| Sector | Real Estate |
| Buyer(s) | Stone Point Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Advisor(s) | Berkshire Global Advisors (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Focused |
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 $75 and $750 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.
| DEAL STATS | # |
|---|---|
| Overall | 108 of 120 |
| Sector: Real Estate M&A | 2 of 3 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 36 of 36 |
| State: Texas M&A | 10 of 12 |
| Country: United States M&A | 96 of 108 |
| Year: 2023 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-19 |
IEQ Capital
Foster City, California, United States IEQ Capital is an independent wealth management firm and alternative investment solutions provider. IEQ provides its clients with a combination of high-touch wealth advisory and family office services, and a demonstrated approach to sourcing, negotiating, and structuring a range of public and private investment solutions designed to meet clients’ needs. IEQ Capital was founded in 2019 and is based in Foster City, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-13 |
Private Client Select
Berkeley Heights, New Jersey, United States Private Client Select is a Managing General Agency (“MGA”) serving the High-Net-Worth personal lines insurance industry. PCS offers property and casualty personal insurance solutions and risk management services that meet the unique needs of High-Net-Worth clients throughout the United States. Private Client Select is based in Berkeley Heights, New Jersey. |
Buy | - |