Stone Point Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stone Point Capital has acquired 3 companies.

Stone Point Capital’s most common sectors for investment arefinancial services (32%) and insurance (29%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and secondary buyout (23%). 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 3 companies. The Firm’s most common exit type is trade sale (57%). 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 Activity146
    • M&A Buy Activity100
    • M&A Sell Activity46
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 65
  • M&A Advisors 20

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.8/yr) # 91 6 2 1 - - 100
vol $13.3B $6.0B $2.2B $7.0B $28.5B
Sell (1.2/yr) # 40 3 3 - - - 46
vol $16.5B $600M $17.1B
  146

Most Recent M&A

Company Date Value Type
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 - Add-on Acquisition
Jersey City, New Jersey · www.sumridge.com
Long Term Care Group, Inc. 2022-02-24 - Add-on Acquisition
Eden Prairie, Minnesota · www.ltcg.com
Kensington Vanguard National Land Services 2022-02-08 - Add-on Acquisition
New York, New York · www.kvnational.com
JND Legal Administration, Inc. 2021-12-07 - Add-on Acquisition
Seattle, Washington · www.jndla.com
Verisys Corp. 2021-07-16 - Secondary Buyout
Alexandria, Virginia · www.verisys.com
Aperture Health, Inc. 2021-07-16 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.aperture.health
Amherst Pierpont Securities LLC 2021-07-15 600M USD Add-on Acquisition
New York, New York · www.apsec.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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
Kestra Financial, Inc. 2016-06-27 Grove Point Financial LLC 2023-04-18 1
Austin, Texas · www.kestrafinancial.com Rockville, Maryland · www.grovepointfinancial.com
Alliant Insurance Services, Inc. 2015-06-23 Windmark Insurance Agency, Inc. 2023-04-04 42
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 41
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
Kroll, Inc. 2020-01-22 Crisp Thinking Group Ltd. 2022-05-31 7
New York, New York · www.kroll.com Leeds, United Kingdom · www.crispthinking.com
Home Point Financial Corp. 2014-08-01 Home Point Financial Corp. - Delegated Correspondent Channel Assets 2022-04-29 1
Ann Arbor, Michigan · www.homepointfinancial.com Ann Arbor, Michigan

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 14 (32%) 11.4B (48%) 32 (32%) 12.3B (43%)
Insurance 9 (20%) 2.7B (11%) 29 (29%) 5.6B (20%)
Business Services 5 (11%) - 16 (16%) 205M (1%)
Internet Software and Services 5 (11%) 1.8B (8%) 8 (8%) 1.8B (6%)
Software 4 (9%) - 6 (6%) -
Healthcare Services 1 (2%) 2.0B (8%) 2 (2%) 2.6B (9%)
Information Technology 2 (5%) - 2 (2%) -
Information Services 1 (2%) 6.0B (25%) 1 (1%) 6.0B (21%)
Automotive 1 (2%) - 1 (1%) -
Engineering - - 1 (1%) -
Real Estate 1 (2%) - 1 (1%) -
Staffing 1 (2%) - 1 (1%) -
Total 44 $23.9B 100 $28.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 39 (89%) 23.9B (100%) 87 (87%) 26.7B (94%)
  New York 8 (18%) 13.9B (58%) 19 (19%) 14.8B (52%)
  California 5 (11%) 6.0B (25%) 11 (11%) 6.2B (22%)
  Texas 4 (9%) - 7 (7%) -
  Georgia 1 (2%) - 6 (6%) -
  Massachusetts 4 (9%) 210M (1%) 5 (5%) 210M (1%)
  Connecticut 4 (9%) - 5 (5%) -
  Pennsylvania 2 (5%) - 5 (5%) -
  Florida 1 (2%) - 5 (5%) -
  Illinois 2 (5%) 1.8B (8%) 4 (4%) 1.8B (6%)
  Tennessee 1 (2%) 2.0B (8%) 4 (4%) 3.7B (13%)
  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%) -
  South Carolina - - 1 (1%) -
  Ohio - - 1 (1%) -
  North Carolina - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Colorado - - 1 (1%) -
  Arizona - - 1 (1%) -
Bermuda 2 (5%) - 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 (6%)
Domestic 39 (89%) 23.9B (100%) 87 (87%) 26.7B (94%)
Cross-border 5 (11%) - 13 (13%) 1.8B (6%)
Total 44 $23.9B 100 $28.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (23%) - 34 (34%) 2.2B (8%)
Secondary Buyout 17 (39%) 6.0B (25%) 23 (23%) 7.1B (25%)
Stake Purchase 3 (7%) - 12 (12%) -
Growth Capital 6 (14%) - 11 (11%) -
Going Private 4 (9%) 17.7B (74%) 6 (6%) 19.0B (67%)
Divestiture 2 (5%) 210M (1%) 5 (5%) 210M (1%)
Recapitalization 1 (2%) - 5 (5%) -
PIPE 1 (2%) - 3 (3%) -
Venture - - 1 (1%) -
Total 44 $23.9B 100 $28.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 13 (28%) 6.6B (38%)
Trade Sale 13 (28%) 1.8B (11%)
Trade Sale - Public Company 12 (26%) 7.6B (44%)
IPO 5 (11%) -
Merger 2 (4%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 46 $17.1B

Top M&A Advisors

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

Deal Values

buy # Total
> $1B 8 $26.4B
$100M to $1B 6 $2.1B
TOTAL $28.5B
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%
23 (23%)
Strategic(s)
5%
5 (5%)
Exited to
Investor(s)
33%
15 (33%)
Strategic(s)
59%
27 (59%)

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

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