Capital Z Partners

Capital Z Partners is a private equity firm established in 1990 and headquartered in New York, New York. The firm specializes in investing in the financial services sector, focusing on areas such as insurance, reinsurance, banking, specialty finance, and asset management. With a notable reputation for executing innovative transactions and partnering with high-quality management teams, Capital Z has built a successful long-term track record in its field. Since its inception, the firm has invested approximately $3 billion in over 40 transactions, making it one of the most experienced private equity investors in financial services. Capital Z has been at the forefront of the industry, having executed pioneering deals, including the first leveraged buyout in the financial services sector and several other landmark transactions. The firm primarily targets companies in the United States, Bermuda, and the United Kingdom.

ROLAND V. BERNARDON

CFO

Vincent Fan

Partner

Jonathan Kelly

Partner

Trevor Pieri

Principal

36 past transactions

Partners

Venture Round in 2022
Partners& is an innovative insurance advisory firm located in High Wycombe, United Kingdom. The company specializes in providing customized insurance solutions across various sectors, including risk management, employee benefits, business insurance, and personal insurance for individuals and families. By focusing on the specific needs of its clients, Partners& aims to deliver tailored advice and services that enhance protection and mitigate risks. The firm's approach combines modern techniques with a client-centric philosophy, making it a notable player in the insurance advisory landscape.

Fidelis Insurance Holdings

Private Equity Round in 2020
Fidelis Insurance is a global property and casualty (re)insurance company that provides tailored coverage across various specialist lines. The business is organized into three main underwriting segments: Bespoke, Specialty, and Reinsurance. The Bespoke segment focuses on credit and political risk, offering customized solutions such as transactional liabilities and credit insurance. The Specialty segment encompasses property direct and facultative, energy, marine, and aviation lines. Lastly, the Reinsurance segment primarily deals with property reinsurance. Fidelis Insurance aims to deliver effective coverage while maintaining a strong balance sheet, positioning itself as a reliable partner in the (re)insurance market.

Prestige Insurance Holdings

Acquisition in 2018
Prestige Insurance offers a range of standard and nonstandard insurance products, focusing on both brokerage and underwriting services. The company aims to deliver value and personalized service to its clients by providing comprehensive insurance solutions that include broking, underwriting, claims management, and insurance software. Through these services, Prestige Insurance helps clients navigate the complexities of the insurance market, allowing them to understand their options and negotiate premiums effectively according to their specific needs.

Portfolio Group

Acquisition in 2016
Founded in 1990, Lake Forest, California based Portfolio Group provides its more than 900 dealer clients management of all facets of dealers’ aftermarket, extended warranty and vehicle service contract programs, including establishing and administering dealer-owned risk transfer and reinsurance companies.

Fidelis Insurance Holdings

Private Equity Round in 2015
Fidelis Insurance is a global property and casualty (re)insurance company that provides tailored coverage across various specialist lines. The business is organized into three main underwriting segments: Bespoke, Specialty, and Reinsurance. The Bespoke segment focuses on credit and political risk, offering customized solutions such as transactional liabilities and credit insurance. The Specialty segment encompasses property direct and facultative, energy, marine, and aviation lines. Lastly, the Reinsurance segment primarily deals with property reinsurance. Fidelis Insurance aims to deliver effective coverage while maintaining a strong balance sheet, positioning itself as a reliable partner in the (re)insurance market.

Pearl Capital

Acquisition in 2015
Pearl Capital, LLC is a rapidly growing provider of alternative small business financing based in New York, New York. The company collaborates with its network of Independent Sales Organizations (ISOs) to offer funding solutions aimed at helping businesses expand. Acquired in 2015 by Capital Z Partners, a prominent specialty finance private equity group, Pearl Capital focuses on serving the underbanked segment of the market. The company prioritizes delivering exceptional service, efficiency, and support to its ISOs and other origination channels, maintaining a commitment to integrity in all its operations.

Centrue Financial

Post in 2014
Centrue Financial is a bank holding company that provides a range of financial services through its subsidiaries. Operating as a regional financial services provider, it focuses on delivering personalized banking solutions. The company offers commercial, retail, and mortgage banking services, catering to the diverse needs of its customers. By prioritizing special attention to personal service, Centrue Financial aims to foster strong relationships with clients while helping them achieve their financial goals.

Minova Insurance

Venture Round in 2014
Minova Insurance is a London-based insurance holding company that invests in the development of quality businesses in the global insurance market by empowering positive teams to maximize their entrepreneurial potential. The company offers a range of insurance brokerage and reinsurance services. It markets its products and services across a wide variety of classes, including property, casualty, and marine. Capital Z operates as one of the company’s main partners. It was founded in 1980.

Sherpa Digital Media

Seed Round in 2013
Sherpa Digital Media, Inc. specializes in providing comprehensive digital media solutions, infrastructure services, and media intelligence tools tailored for global organizations. The company offers a range of services including business requirement analysis, design, platform management, content production, and performance assessment. Additionally, it supports clients with operational services for media platforms and ongoing content production, as well as planning and executing internal and external video-based events and Webcasts. Sherpa's platform serves various industries, including banking, pharmaceuticals, technology, and consulting, both in the United States and internationally. The company has developed a data-driven streaming video platform that consolidates live and on-demand video, enabling enterprises to manage and measure all aspects of their digital media initiatives securely. Founded in 2011, Sherpa Digital Media is headquartered in Redwood City, California, with additional studios in New York.

Hamilton Insurance Group

Private Equity Round in 2013
Hamilton Insurance Group leverages analytics and research to create underwriting and investment value for its clients and shareholders. As of March 31, 2014, Hamilton Insurance Group had over $800 million in capital.

Anchor BanCorp Wisconsin

Post in 2013
Anchor Bancorp Wisconsin, formerly known as AnchorBank, was a commercial bank based in Madison, Wisconsin, established in 1919. The bank focused on providing a wide range of financial services, including personal banking, loans, credit cards, retirement planning, business checking, commercial banking, cash and debt management, mortgage lending, real estate services, estate planning, insurance, and investments. AnchorBank aimed to simplify financial management for individuals, families, and business owners by offering tailored products and services to meet diverse customer needs. However, as of September 13, 2016, AnchorBank ceased operations following its acquisition by Old National Bank.

Jelf

Private Equity Round in 2010
Jelf is an independent insurance broker and financial consultancy. It provides expert advice to both businesses and individuals on matters relating to insurance, healthcare, employee benefits and financial planning.

MountainView Financial Solutions

Venture Round in 2007
MountainView Financial Solutions, LLC is a Denver-based advisory firm that specializes in serving the financial services industry. Established in 1989, the company focuses on delivering data-driven insights and client-centric services aimed at managing credit and interest rate risk exposure, as well as optimizing balance sheet management. Its offerings include financial model validations, asset valuations for various loan types, mortgage servicing rights advisory, core deposit analyses, stress testing, and transaction advisory for asset sales. By providing these critical risk management services, MountainView Financial Solutions helps its clients navigate the complexities of real estate finance and enhance their operational effectiveness. As of January 2018, it operates as a subsidiary of The Situs Companies LLC.

Permanent General Companies

Acquisition in 2004
Permanent General Companies, Inc. provides nonstandard automobile insurance.

Peopleclick Authoria

Series D in 2004
Authoria, Inc. provides integrated talent management software, performance management, recruiting software, and compensation management software. Its products provide talent management solutions that help companies to recruit, develop, compensate, retain, and engage employees. The company’s products include recruiting, performance, incentive, salary, succession planning, and communications software. Authoria was formerly known as Foundation Technologies, Inc. and changed its name to Authoria, Inc. in 1999. The company was founded in 1997 and is headquartered in Waltham, Massachusetts with additional offices in Austin, Texas; Santa Barbara, California; and Bangalore, India.

NewStar Financial

Private Equity Round in 2004
NewStar Financial, Inc. is a specialized commercial finance company focused on meeting the complex financing needs of companies and private investors in the middle market. The Company specializes in providing a range of senior secured debt financing options to mid-sized companies to fund working capital, growth strategies, acquisitions and recapitalizations, as well as, equipment purchases. NewStar originates loans and leases directly through teams of experienced, senior bankers and marketing officers organized around key industry and market segments.

Catlin Group

Private Equity Round in 2002
Catlin Group Limited is a global specialty property / casualty insurer and reinsurer, writing more than 30 lines of business. Our six underwriting hubs in London/UK, Bermuda, the United States, Asia Pacific, Europe, and Canada place us at the heart of every major insurance market. Their network of offices in more than 50 cities offers brokers and their clients access to local underwriting expertise wherever they are in the world.

Ultraprise Loan Technologies

Venture Round in 2001
Ultraprise Loan Technologies, Inc. provides business-to-business e-commerce solutions for the financial services industry.

mPower.com

Venture Round in 2001
Founded in 1995, mPower Advisors, L.L.C., a federally registered investment advisor, was a pioneer in offering online investment advice.

Peopleclick Authoria

Series C in 2000
Authoria, Inc. provides integrated talent management software, performance management, recruiting software, and compensation management software. Its products provide talent management solutions that help companies to recruit, develop, compensate, retain, and engage employees. The company’s products include recruiting, performance, incentive, salary, succession planning, and communications software. Authoria was formerly known as Foundation Technologies, Inc. and changed its name to Authoria, Inc. in 1999. The company was founded in 1997 and is headquartered in Waltham, Massachusetts with additional offices in Austin, Texas; Santa Barbara, California; and Bangalore, India.

Axesor Marketing Intelligence

Venture Round in 2000
Axesor Marketing Intelligence is a company providing ratings, risk management systems, and business, financial and marketing knowledge.

Data Distilleries

Series B in 2000
Data Distilleries is the market leader in a fast-growing and high-demand sector with a projected value of $5 billion by 2003. As companies increasingly leverage improved client relationships to increase profitability, Data Distilleries is well positioned for success. It has the most holistic approach of all analytical CRM companies and is genuinely able to offer customers a one-stop analytical CRM solution.

iBenefits

Series C in 2000
iBenefits, an application services provider, offers web-based employee benefit management tools.

NewsAlert.com

Venture Round in 2000
NewsAlert a provider of real-time business information and market data for financial Web sites and vertical B2B marketplaces.

TradingEdge

Venture Round in 2000
TradingEdge is a full-service electronic platform that specializes in the municipal, high-yield, emerging market, corporate, and convertible bond markets. Founded in 1997, the company pioneered the creation of BondLink, an Internet-based real-time bond trading service launched in 1999, making it the first broker/dealer to offer online trading for high-yield bonds. With a leadership team experienced in both finance and technology, TradingEdge has successfully integrated traditional bond trading with modern internet capabilities. The company is also a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation, ensuring compliance and protection within the financial industry.

Magex

Venture Round in 2000
Magex is a digital commerce services company.

PrimeStreet

Series A in 2000
PrimeStreet powers real-time multi-lender small business finance centers for financial institutions, online customer aggregators, merchants and vertical marketplaces. Their powerful multi-modal, multi-channel eBusiness Finance Network is comprised of a highly scaleable and configurable eFinance transaction platform, and a comprehensive lender network containing more than 35 specially selected financial institutions. The eFinance transaction platform is comprised of modules including fraud check, credit scoring, instant decisioning, intelligent routing, and fulfillment. The front-end is powered by a unique branding engine that simultaneously manages multiple unique Web environments, and their proprietary universal dynamic application ensures an effective and positive user experience. Today this technology powers many finance centers and handles hundreds of applications per day-both on and off-line-including their flagship site, www.primestreet.com, where small business owners can obtain multiple offers for business credit cards, lines of credit, term installment loans, and leases.

RewardsPlus

Series D in 2000
RewardsPlus is a provider of benefits management technology. RewardsPlus' Benfinity system is a suite of Web-based applications and professional services designed to simplify and automate employee benefits communication, self-service enrollment and ongoing post-enrollment administration. Serving many nationally recognized corporations such as Unilever, AT&T, and National City Corporation.

LoanTrader

Series A in 2000
LoanTrader is an online marketplace that connects mortgage brokers with lenders.

Derivion

Series C in 2000
Founded in 1998 and experiencing tremendous growth, Derivion is the first e-billing application service provider (ASP) to leverage the power of the Internet to automate the bill delivery and payment process for organizations driven by recurring billing. Under the guidance of our experienced management team we are committed to delivering superior e-billing solutions to our customers. We deliver results through our own innovative solutions and via our many strategic partnerships, which enable Derivion to deliver a comprehensive, cost-effective approach for deploying and managing e-billing services.

Placemark Investments

Series B in 2000
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.

Brookdale Senior Living

Venture Round in 1999
Brookdale Senior Living Inc. is a prominent owner and operator of senior living communities across the United States, providing a range of housing and care options tailored for older adults. The company operates through five key segments: Independent Living, Assisted Living and Memory Care, Continuing Care Retirement Communities (CCRCs), Health Care Services, and Management Services. Independent Living communities cater primarily to middle to upper-income seniors, while the Assisted Living and Memory Care segment focuses on providing support for elderly residents requiring assistance with daily activities, including specialized care for those with Alzheimer's and other dementias. The CCRC segment offers diverse living arrangements and services to accommodate varying health and physical ability levels. Additionally, Brookdale provides home health, hospice, and outpatient therapy services to its residents and other seniors. With over 600 communities nationwide and a dedicated workforce of nearly 50,000 associates, Brookdale is committed to enhancing the quality of life for its residents through innovative programs and personalized care. The company is headquartered in Brentwood, Tennessee.

Kemper Corporation

Acquisition in 1996
The Kemper family of companies is one of the nation’s leading insurers. With $8 billion in assets, Kemper is improving the world of insurance by offering personalized solutions for individuals, families and businesses. Kemper's businesses collectively: - Offer insurance for home, auto, life, health and valuables - Service six million policies - Are represented by more than 20,000 independent agents and brokers - Employ 6,000 associates dedicated to providing exceptional service - Are licensed to sell insurance in 50 states and the District of Columbia

Unionamerica Holdings

Acquisition in 1993
Unionamerica Holdings Ltd., is a provider of specialty casualty and property insurance and reinsurance services.
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