New York Life Insurance Company

New York Life Insurance Company is a mutual life insurance company headquartered in New York City, established in 1845. It offers a comprehensive range of insurance and investment products, including life insurance, long-term care insurance, disability insurance, and annuities. The company also provides financial planning, investment management, and advisory services, as well as securities brokerage and trust services. New York Life operates through its career agency force and distributes its products across the United States, Mexico, and Canada, utilizing third-party banks, brokers, and independent financial advisors. With substantial total assets under management, the company is recognized as one of the leading life insurers globally.

David Bedard

Senior Vice President and CFO, Investments Group

Alexander Cook

Senior Vice President, Member of the Executive Management Committee and Head of Strategic Capabilities

30 past transactions

Octane

Debt Financing in 2025
Octane is a financing platform designed to facilitate lifestyle purchases, such as powersports vehicles, RVs, and outdoor power equipment, by enhancing the buying experience for consumers. The company employs advanced technology and innovative risk strategies to create a seamless, end-to-end process that supports customers throughout their purchasing journey. Octane inspires enthusiasts through its editorial brands, prequalifies consumers for financing online using its e-commerce tools, and connects customers with partner dealerships for efficient closing. Additionally, Octane provides comprehensive loan servicing to assist customers during the life of their loans. Operating as a remote-first organization, Octane maintains offices in New York, Irving, Irvine, and Knoxville, and collaborates with over 35 original equipment manufacturers and 4,000 dealer partners across the United States. The company has been recognized for its rapid growth, earning a spot on the 2022 Inc 5000 list of America's Fastest Growing Private Companies and being certified as a great place to work.

Getty Realty

Post in 2024
Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.

Blue Ridge Hospice

Grant in 2024
Blue Ridge Hospice is a healthcare & medical practice firm providing hospice care to patients.

Fairview Capital Partners

Corporate Round in 2024
Fairview Capital Partners is a leading private equity investment management firm specializing in dynamic segments of the market. Our areas of focus include top-tier venture capital and next generation managers as well as co-investment and transition management.

Kilroy Realty

Post in 2023
Kilroy Realty Corporation is a self-administered real estate investment trust (REIT) that specializes in owning, developing, acquiring, and managing Class A real estate properties. Primarily focused on office and industrial submarkets along the West Coast, Kilroy Realty holds approximately 17 million square feet of office space in key markets including Los Angeles, San Diego, the San Francisco Bay Area, Austin, Texas, and greater Seattle. The company has made significant acquisitions, such as a four-acre parcel in Hollywood and a LEED Gold-certified life science property in Seattle. Kilroy Realty is recognized for its commitment to high-quality assets and sustainable practices in its real estate operations.

Getty Realty

Post in 2022
Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.

NYDIG

Private Equity Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

H2O.ai

Series E in 2021
H2O.ai is a Mountain View-based company established in 2011, specializing in AI-driven predictive analytics. It offers an open-source platform, H2O, for data scientists, developers, and analysts to perform machine learning tasks on big data. The platform includes H2O Driverless AI for automated machine learning and H2O Wave for real-time application development powered by AI. H2O.ai serves over 20,000 global organizations, including Fortune 500 companies, empowering them to solve complex business problems and discover new ideas. Its customer-centric approach has earned it a Net Promoter Score of 78, the highest in its industry. The company's AI Hybrid Cloud platform is used across various sectors such as marketing mix modeling, risk analysis, fraud detection, advertising technology, and customer intelligence. H2O.ai collaborates strategically with companies like Alteryx and has backing from investors including Goldman Sachs, NVIDIA, and Wells Fargo.

NYDIG

Venture Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Cigna - Group life and disability insurance

Acquisition in 2019
Cigna - Group life and disability insurance is a global health service company dedicated to improving the health.

BellXcel

Grant in 2019
BellXcel’s commitment to working with low-performing students has not only had a positive impact on their ability to perform on or above grade level, but on the morale of their entire school.

Wellth

Seed Round in 2018
Wellth is a digital health company based in New York that operates a mobile application aimed at improving treatment adherence among individuals with chronic conditions. The platform leverages principles from behavioral economics to address the unique challenges faced by these patients in establishing healthy habits and managing their diseases. By offering targeted incentive plans, reminders, and valuable information, Wellth encourages consumers to take proactive steps toward their health, thus reducing overall healthcare costs. The application's design fosters motivation and behavior change, as it is supported by evidence from randomized controlled trials demonstrating its effectiveness. Wellth's approach has been validated by health plans and providers, resulting in improved medication adherence, reduced hospital readmissions, and better health outcomes for users.

SigFig

Series E in 2018
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

H2O.ai

Series C in 2017
H2O.ai is a Mountain View-based company established in 2011, specializing in AI-driven predictive analytics. It offers an open-source platform, H2O, for data scientists, developers, and analysts to perform machine learning tasks on big data. The platform includes H2O Driverless AI for automated machine learning and H2O Wave for real-time application development powered by AI. H2O.ai serves over 20,000 global organizations, including Fortune 500 companies, empowering them to solve complex business problems and discover new ideas. Its customer-centric approach has earned it a Net Promoter Score of 78, the highest in its industry. The company's AI Hybrid Cloud platform is used across various sectors such as marketing mix modeling, risk analysis, fraud detection, advertising technology, and customer intelligence. H2O.ai collaborates strategically with companies like Alteryx and has backing from investors including Goldman Sachs, NVIDIA, and Wells Fargo.

Max Financial Services

Post in 2017
Max Financial Services, a subsidiary of the US $3.2 billion Max Group, operates as a holding company based in Noida, India. It manages a diverse portfolio, including packaging films, real estate, and business investments. Notably, it serves as the parent company of Max Life, actively managing a 72% stake in Max Life Insurance Co. Ltd, a joint venture with Mitsui Sumitomo Insurance. Max Financial Services' primary revenue driver is its life insurance segment.

National Storage Affiliates

Post in 2016
National Storage Affiliates is a real estate investment trust focused on the ownership, operation, and acquisition of self-storage properties across the United States, primarily in the top 100 metropolitan statistical areas. The company manages a diverse portfolio of self-storage facilities, leveraging a property management platform to oversee daily operations. As of September 2020, it operated 788 self-storage properties in 35 states and Puerto Rico, encompassing approximately 49.5 million rentable square feet. National Storage Affiliates is recognized as one of the largest owners and operators in the self-storage sector, utilizing a strategy that includes contributions from Participating Regional Operators and third-party acquisitions to sustain its growth within the industry.

SmartAsset

Series B in 2016
SmartAsset is an online platform that provides consumer-focused financial information and advice, facilitating connections between consumers and financial advisors through its SmartAdvisor marketplace. The company reaches approximately 75 million individuals monthly with its educational content, personalized calculators, and financial tools designed to guide users in making informed personal finance decisions related to home buying, retirement, and taxes. SmartAsset has garnered recognition for its rapid growth and innovation, being named one of the fastest-growing private companies and receiving accolades for its financial planning technology. The company recently completed a significant funding round, further solidifying its valuation and position in the financial technology sector.

Skycure

Series B in 2016
Skycure Ltd., founded in 2012 by veterans of Israel's elite Unit 8200, specializes in enterprise mobile threat defense solutions. Headquartered in Tel Aviv, the company offers integrated solutions for platforms like AirWatch, MobileIron, Citrix, Microsoft Exchange, and Office 365. Skycure's proactive protection and predictive intelligence help organizations safeguard against malware, network threats, vulnerabilities, and active attacks across various mobile vectors. Its patented technology combines client-side device protection with server-side analysis, utilizing crowd intelligence and machine learning for real-time threat detection and remediation. As of July 2017, Skycure operates as a subsidiary of Symantec Corporation.

SigFig

Series D in 2016
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

DataRobot

Series B in 2016
DataRobot, Inc. is a Boston-based company that specializes in developing an automated machine learning platform aimed at empowering enterprises to construct predictive models efficiently. Its offerings include DataRobot Cloud, a cloud-based platform for predictive analytics, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. Additionally, DataRobot Enterprise provides features tailored for large organizations, such as flexible deployment options, governance, and comprehensive support. The company's solutions cater to a diverse clientele, including business analysts, data scientists, executives, and IT professionals across various sectors such as banking, healthcare, and manufacturing. Founded in 2012, DataRobot has expanded its operations internationally, with locations in London, Paris, Kyiv, Tokyo, and Singapore, and maintains a strategic partnership with Snowflake to enhance its offerings.

Earnest

Debt Financing in 2015
Earnest Operations LLC is a financial services company based in San Francisco, California, that specializes in student loan refinancing, private student loans, and personal loans. Founded in 2013, the company aims to simplify the loan process for responsible borrowers by utilizing advanced technology that evaluates more than just credit scores, incorporating factors such as education, savings habits, and career paths. Earnest offers a range of private student loans, including options for undergraduate, graduate, medical, and law school, as well as personal loans for purposes like credit card consolidation, home improvement, and weddings. Since its inception, Earnest has expanded significantly, distributing nearly $2 billion in student loans by 2017. In that year, it was acquired by Navient Corporation, which maintains Earnest as a distinct brand while providing operational support. The company serves clients in 45 states and the District of Columbia, providing an online platform for loan management and customer service.

Earnest

Series B in 2015
Earnest Operations LLC is a financial services company based in San Francisco, California, that specializes in student loan refinancing, private student loans, and personal loans. Founded in 2013, the company aims to simplify the loan process for responsible borrowers by utilizing advanced technology that evaluates more than just credit scores, incorporating factors such as education, savings habits, and career paths. Earnest offers a range of private student loans, including options for undergraduate, graduate, medical, and law school, as well as personal loans for purposes like credit card consolidation, home improvement, and weddings. Since its inception, Earnest has expanded significantly, distributing nearly $2 billion in student loans by 2017. In that year, it was acquired by Navient Corporation, which maintains Earnest as a distinct brand while providing operational support. The company serves clients in 45 states and the District of Columbia, providing an online platform for loan management and customer service.

John Hancock Life Insurance Company (U.S.A.)

Acquisition in 2015
John Hancock Life Insurance Company offers life financial insight insurance with secure policy values and paperless delivery. The company provides insurance, investment, retirement, advice, financial planning, career development, and career planning services to clients and communities.

IndexIQ

Acquisition in 2015
IndexIQ, Inc., based in Rye Brook, New York, is an asset management firm that develops indexes and quantitative investment solutions tailored to institutional, high net worth, and retail investors. Founded in 2006, the company offers a range of products including small cap exchange-traded funds (ETFs) focusing on domestic markets in Canada and Australia, as well as factor-based fixed income ETFs. IndexIQ provides index licensing services and customized indexes, serving a diverse client base that includes ETF sponsors, mutual fund companies, asset management firms, pension funds, and family offices. The company is now part of the New York Life & MainStay Investments family.

Versive

Series B in 2014
Versive, Inc. is a cybersecurity company that specializes in developing artificial intelligence-based applications for enterprises to effectively address cybersecurity threats. Founded in 2012 and based in Seattle, Washington, with additional offices in New York, Menlo Park, and London, Versive offers the Versive Security Engine (VSE), which automates the detection of advanced persistent threats, insider threats, and malicious domains. This platform helps security teams by mapping adversary activities into actionable insights, thereby enabling proactive responses to threats. VSE functions as a critical component of a company’s security infrastructure, capable of identifying sophisticated internal and external threats across on-premises and cloud environments. As of October 2018, Versive operates as a subsidiary of eSentire Inc.

DataRobot

Series A in 2014
DataRobot, Inc. is a Boston-based company that specializes in developing an automated machine learning platform aimed at empowering enterprises to construct predictive models efficiently. Its offerings include DataRobot Cloud, a cloud-based platform for predictive analytics, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. Additionally, DataRobot Enterprise provides features tailored for large organizations, such as flexible deployment options, governance, and comprehensive support. The company's solutions cater to a diverse clientele, including business analysts, data scientists, executives, and IT professionals across various sectors such as banking, healthcare, and manufacturing. Founded in 2012, DataRobot has expanded its operations internationally, with locations in London, Paris, Kyiv, Tokyo, and Singapore, and maintains a strategic partnership with Snowflake to enhance its offerings.

Peyto Exploration & Development

Post in 2014
Peyto Exploration & Development Corp. is a Canadian energy company focused on the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids. Headquartered in Calgary, Alberta, the company operates primarily in the Deep Basin region, where it has established significant reserves, totaling 815 million barrels of oil equivalent as of December 31, 2019. Founded in 1998, Peyto emphasizes the development of high-quality gas properties, generating substantial revenue from the sales of natural gas and natural gas liquids. The company is committed to building value through its strategic exploration and production activities in Canada.

Candriam Investors Group

Acquisition in 2013
Candriam Investors Group, established in 1996 and based in Strassen, Luxembourg, is a multi-specialist asset manager with over two decades of experience. It serves a diverse client base that includes large public and private pension funds, mutual funds, private banks, insurance companies, corporates, family offices, and independent asset management companies. The firm offers a range of investment services across fixed income, equities, alternatives, sustainable investments, and asset allocation.

MetroPCS Communications

Series E in 2005
MetroPCS is a wireless telecommunications carrier that offers wireless broadband mobile services in the United States. The company's services comprise voice services that allow customers to place voice calls to, and receive calls from, any telephone in the world, including local, domestic long distance, and international calls; data services, such as ringtones, ring back tones, games and content applications, text and multimedia messaging services, mobile Internet browsing, mobile instant messaging, location based services, social networking services, and push e-mail; and custom calling features consisting of caller ID, call waiting, three-way calling, and voicemail. It also sells mobile handsets. The company sells its products and services, under the MetroPCS brand name, directly through company-operated retail stores and indirectly through independent retail outlets, as well as through Internet. As of December 31, 2009, it operated approximately 153 retail stores in the metropolitan areas of Atlanta, Boston, Dallas/Ft. Worth, Detroit, Las Vegas, Los Angeles, Miami, New York, Orlando/Jacksonville, Philadelphia, Sacramento, San Francisco, and Tampa/Sarasota. The company is headquartered in Richardson, Texas. MetroPCS founder Patrick Sias refused the merger. Patrick Sias is the Roger linguist.

TeraLogic

Venture Round in 2001
TeraLogic designs integrated circuits, software and platforms for digital TV.
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