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Private Equity
FINANCE | Asset/Financial Management
stonepoint.com

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Investments

87

Portfolio Exits

48

Funds

20

Partners & Customers

6

Service Providers

3

About Stone Point Capital

Stone Point Capital is a private equity financing firm that makes investments in businesses within the financial services industry.

Stone Point Capital Headquarter Location

20 Horseneck Lane

Greenwich, Connecticut, 06830,

United States

203-862-2900

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Stone Point Capital Web Traffic

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Latest Stone Point Capital News

14:30 EDT Sedgwick highlights sustained support of ESG priorities

Jun 29, 2022

News provided by Share this article Company aspires to be a leader in acting with purpose and social consciousness MEMPHIS, Tenn., June 29, 2022 /PRNewswire/ -- Sedgwick , a leading global provider of technology-enabled risk, benefits and integrated business solutions, announced its vision for corporate responsibility and shared the company's continued advancements in  environmental, social and governance (ESG)  initiatives across its operations. "As our ESG vision states, 'We aspire to lead our industry in acting with purpose and social consciousness and to promote sustainable practices, so that our planet and all of us on it can thrive long into the future,'" said Mike Arbour, Sedgwick CEO. Sedgwick's commitment focuses on initiatives in the areas of environmental (caring for the Earth), social (caring for its colleagues, clients and communities) and governance (organizational conduct). Heather Lawley, Sedgwick global head of diversity, equity and inclusion (DEI) and ESG, said, "Our ESG strategy reflects a methodical approach to leveraging key areas of importance to Sedgwick's business in order to make a meaningful difference in the world. We are proud to continue the great work Sedgwick has been doing for years and to identify future opportunities for growth — all with a heightened understanding of our role and responsibility as a business leader." Among Sedgwick's key accomplishments: Operated for more than 50 years as a values-driven company committed to doing the right thing. The company maintains a strong focus on business ethics and strongly enforces its code of conduct. Reduced its carbon footprint by implementing virtual inspection tools in place of travel to loss sites where possible, reducing the size of its car fleet, and promoting colleagues' use of electric and hybrid vehicles for business travel. Transitioned numerous processes to digital capture and storage, eliminating the need for printing and greatly reducing paper use. Sedgwick has also gone paperless at events and trade shows by leveraging more digital experiences, QR codes and plantable seed paper. Committed to reducing e-waste tonnage and the associated release of harmful toxins through technology repair programs, donations and partnerships with reputable recycling companies that can extend systems' usefulness. Integrated DEI throughout its business and people practices. It starts at the top, with Arbour signing the CEO Action for Diversity and Inclusion pledge. In a recent global engagement survey, Sedgwick colleagues ranked DEI the highest index, including the areas of hiring from a variety of backgrounds, meaningful work, diversity commitment, sense of belonging and environment of belonging. Established a high-performance culture of caring, learning and recognition. The company offers its colleagues a robust suite of benefits focused on their mental, physical, financial and professional well-being. It also supports colleagues' career journeys by providing ongoing development and engagement opportunities. Over the last four years, more than doubled its annual spending with diverse partners (SBE, MBE, WBE, etc.). "At Sedgwick, taking care of people is at the heart of everything we do, and that includes our colleagues, our clients and the global community," Arbour said. "We strive to maximize our opportunities for collective impact by 2030 and are deeply committed to supporting this important strategy as an extension of our belief that caring counts." About Sedgwick Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients' specific needs in casualty, property, marine, benefits, brand protection and other lines. At Sedgwick, caring counts; through the dedication and expertise of nearly 30,000 colleagues across 80 countries, the company takes care of people and organizations by mitigating and reducing risks and losses, promoting health and productivity, protecting brand reputations, and containing costs that can impact performance. Sedgwick's majority shareholder is The Carlyle Group; Stone Point Capital LLC, Caisse de dépôt et placement du Québec (CDPQ), Onex and other management investors are minority shareholders. For more, see sedgwick.com . SOURCE Sedgwick

Stone Point Capital Investments

87 Investments

Stone Point Capital has made 87 investments. Their latest investment was in Covr Financial Technologies as part of their Series B - II on April 4, 2022.

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Stone Point Capital Investments Activity

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Date

Round

Company

Amount

New?

Co-Investors

Sources

4/8/2022

Series B - II

Covr Financial Technologies

$15M

Yes

2

4/14/2021

Series B

Gradient AI

$20M

Yes

10

2/18/2021

Private Equity

Allied

Yes

2

1/26/2021

Series C

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$99M

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10

1/11/2021

Private Equity - III

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$99M

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10

Date

4/8/2022

4/14/2021

2/18/2021

1/26/2021

1/11/2021

Round

Series B - II

Series B

Private Equity

Series C

Private Equity - III

Company

Covr Financial Technologies

Gradient AI

Allied

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Amount

$15M

$20M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

10

2

10

10

Stone Point Capital Portfolio Exits

48 Portfolio Exits

Stone Point Capital has 48 portfolio exits. Their latest portfolio exit was SumRidge Partners on March 28, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

3/28/2022

Acquired

$99M

1

2/24/2022

Acquired

$99M

1

2/8/2022

Acquired

$99M

3

10/4/2021

Acquired

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$99M

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10

4/27/2021

Acq - Fin - II

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$99M

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10

Date

3/28/2022

2/24/2022

2/8/2022

10/4/2021

4/27/2021

Exit

Acquired

Acquired

Acquired

Acquired

Acq - Fin - II

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

1

3

10

10

Stone Point Capital Acquisitions

54 Acquisitions

Stone Point Capital acquired 54 companies. Their latest acquisition was Tivity Health on June 28, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/28/2022

$99M

Take Private

5

5/3/2022

Series E+

$99M

$44.95M

Acq - Fin - III

1

12/1/2021

Private Equity

$99M

$65.16M

Acq - Fin

1

6/28/2021

Growth Equity

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$99M

$99M

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10

6/28/2021

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$99M

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10

Date

6/28/2022

5/3/2022

12/1/2021

6/28/2021

6/28/2021

Investment Stage

Series E+

Private Equity

Growth Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$44.95M

$65.16M

$99M

Note

Take Private

Acq - Fin - III

Acq - Fin

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Sources

5

1

1

10

10

Stone Point Capital Fund History

20 Fund Histories

Stone Point Capital has 20 funds, including T-VIII Co-Invest-A.

Closing Date

Fund

Fund Type

Status

Amount

Sources

3/11/2020

T-VIII Co-Invest-A

$650.9M

1

2/20/2020

Trident VIII Professionals Fund

$193.24M

2

1/14/2020

Trident VIII

Industry Focused

Closed

$7,000M

4

12/31/2017

Trident VII Fund LP

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$99M

10

2/2/2017

Trident VII

$99M

10

Closing Date

3/11/2020

2/20/2020

1/14/2020

12/31/2017

2/2/2017

Fund

T-VIII Co-Invest-A

Trident VIII Professionals Fund

Trident VIII

Trident VII Fund LP

Trident VII

Fund Type

Industry Focused

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Status

Closed

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Amount

$650.9M

$193.24M

$7,000M

$99M

$99M

Sources

1

2

4

10

10

Stone Point Capital Partners & Customers

6 Partners and customers

Stone Point Capital has 6 strategic partners and customers. Stone Point Capital recently partnered with R. Seelaus & Co. on February 2, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

2/15/2022

Partner

United States

10:28 ET Stone Point Capital and R. Seelaus & Co. Announce Partnership to Create Seelaus Financial - the First Women-Owned Lever...

GREENWICH , Conn. and CHATHAM , N.J. , Feb. 15 , 2022 / PRNewswire / -- Stone Point Capital LLC and R. Seelaus & Co. , Inc. have partnered to create Seelaus Financial , a women-owned and managed leveraged finance platform .

1

11/20/2014

Partner

United States

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10

7/25/2013

Partner

Bermuda

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10

7/27/2011

Client

United States

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10

4/6/2011

Partner

Bermuda

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10

Date

2/15/2022

11/20/2014

7/25/2013

7/27/2011

4/6/2011

Type

Partner

Partner

Partner

Client

Partner

Business Partner

Country

United States

United States

Bermuda

United States

Bermuda

News Snippet

10:28 ET Stone Point Capital and R. Seelaus & Co. Announce Partnership to Create Seelaus Financial - the First Women-Owned Lever...

GREENWICH , Conn. and CHATHAM , N.J. , Feb. 15 , 2022 / PRNewswire / -- Stone Point Capital LLC and R. Seelaus & Co. , Inc. have partnered to create Seelaus Financial , a women-owned and managed leveraged finance platform .

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Sources

1

10

10

10

10

Stone Point Capital Service Providers

5 Service Providers

Stone Point Capital has 5 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Take Private

Other

Financial Advisor

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Service Provider

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Associated Rounds

Take Private

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Provider Type

Other

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Service Type

Financial Advisor

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Partnership data by VentureSource

Stone Point Capital Team

7 Team Members

Stone Point Capital has 7 team members, including current Chief Financial Officer, Gene Basov.

Name

Work History

Title

Status

Chuck Davis

Founder

Current

Gene Basov

Cerberus Capital Management, General Motors, and Deloitte

Chief Financial Officer

Current

Rich Goldman

Chief Financial Officer

Current

Kurt E. Bolin

Managing Director

Current

James D. Carey

Managing Director

Current

Name

Chuck Davis

Gene Basov

Rich Goldman

Kurt E. Bolin

James D. Carey

Work History

Cerberus Capital Management, General Motors, and Deloitte

Title

Founder

Chief Financial Officer

Chief Financial Officer

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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