Stone Point Capital

Keller Williams Realty is a prominent real estate franchise company that focuses on empowering agents through an agent-centric business model. It provides advanced training, coaching, and technology, enabling agents to establish successful real estate businesses. The firm specializes in property management, construction, and residential consultancy services, offering a comprehensive range of solutions for both agents and clients. Additionally, Keller Williams Realty features an application platform that allows users to search for properties using customizable filters such as price, neighborhood, and the number of bedrooms. This platform enhances the home-buying experience by providing access to a wide array of listings and information.

The Ardonagh Group brings together leading businesses in their fields to create a smart new vision for the insurance industry.

Kestra Holdings offers industry-leading wealth management platforms to independent financial professionals nationwide.

Vensure Employer Solutions is a Professional Employer Organization (PEO) that combines top-tier HR services with advanced technology to streamline HR processes for businesses. VensureHR provides a range of services including payroll management, employee benefits administration, risk management, and workers' compensation, tailored to meet unique business needs. By handling these administrative tasks, VensureHR helps businesses focus on their core operations while ensuring compliance with employment regulations and improving overall efficiency in HR management.

Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

Lincoln Property Company is a real estate services firm that specializes in various aspects of property management and development. The company provides a range of value-added services, including asset and property management, construction management, and build-to-suit services. Additionally, Lincoln Property Company engages in investments and acquisitions, and offers landlord representation, catering to the diverse needs of its clients in the real estate sector.

CYGNVS offers a cyber crisis response platform aimed at assisting organizations in maintaining connectivity, confidence, control, and compliance throughout various stages of a cyber crisis. The platform features a guided workflow that supports organizations in adhering to their incident response plans, facilitating the necessary actions to contain crises effectively. By utilizing this platform, organizations can minimize the impact of cyber incidents, thereby reducing potential financial losses and protecting their reputations.

IEQ Capital, LLC is a privately owned hedge fund manager based in Foster City, California, with an additional office in Los Angeles. Founded in 2019, the firm primarily serves high net worth individuals as well as charitable organizations, offering a range of wealth management services. These services include estate planning, tax strategy, and financial planning, supported by a network of professionals in investment, legal, accounting, and tax consulting. IEQ Capital focuses on investing in public equity and fixed income markets, utilizing a combination of fundamental, technical, and cyclical analysis. The firm prides itself on being technology-forward, promoting convenience, efficiency, and security in its operations.

CyberCube Analytics, Inc. is a San Francisco-based company that operates a cyber risk analytics platform tailored for the global insurance industry. Founded in 2017, CyberCube specializes in providing data-driven cyber analytics, which assist insurance organizations in making informed decisions regarding insurance placements, underwriting cyber risks, and managing risk aggregation. Its cloud-based platform integrates big data, artificial intelligence, and actuarial science, offering insights derived from vast amounts of data on millions of companies and various technology failure scenarios. Through its services, CyberCube enables insurers to better assess financial losses and industry benchmarks, ultimately supporting businesses in navigating the complexities of cyber risk in the digital landscape.

Elpha Secure specializes in providing cybersecurity solutions and software protection tailored for small and medium-sized businesses. The company employs advanced telemetry tools to detect and mitigate cyber threats in real-time, ensuring that clients remain one step ahead of potential attacks. Its platform offers on-demand data backup and restoration services, along with intelligent insights to enhance security measures. Elpha Secure also provides comprehensive cyber insurance coverage, which is supported by a reputable carrier and complemented by a skilled team of incident response professionals. All cybersecurity software is developed and validated in-house, ensuring high standards of security and reliability.

The Kessler Group provides deeply experienced affinity marketing solutions and focused credit card strategy for major financial services.

Beeline, Inc. specializes in cloud-based non-employee workforce management solutions, primarily through its vendor management system (VMS). This software enables organizations to effectively manage and optimize their procurement of services and contingent workforce programs, including contractors, temporary workers, and project-based consultants. The company also offers IQN Labs, which develops data-driven methods for enterprises to enhance their management of contingent labor and statement-of-work engagements. In addition to its core software offerings, Beeline provides strategic and operational support, including integration, training, and consulting services, as well as data analysis and risk assessment. Founded in 1976 and headquartered in Centennial, Colorado, Beeline operates additional offices in places such as Rochester, Michigan; Jacksonville, Florida; Sydney, Australia; London, United Kingdom; and Manila, Philippines. The company, which rebranded from IQNavigator, Inc. in 2016, serves a diverse clientele, including Fortune 500 and Global 1000 organizations, aiming to streamline the complexities of workforce management.

Covr Financial Technologies, Inc. operates as a digital brokerage general agency, providing life, long-term care, and disability insurance solutions tailored for financial institutions, their advisors, and clients. The company's offerings include the Covr Advisor platform, which enables financial advisors to efficiently meet their clients' insurance needs by selecting appropriate products, and the Covr Consumer platform that allows banks and credit unions to sell insurance directly to customers online. Additionally, Covr Insights assists in managing and analyzing existing life insurance policies. Founded in 2013 and based in Boise, Idaho, Covr serves over 24,000 financial advisors and 13 million customers across various financial institutions, including wealth management firms, banks, and credit unions. The company is supported by notable venture capital investors and features an advisory board that includes prominent figures from the financial services industry.

Tivity Health, Inc® is a leading provider of fitness and health improvement programs, with strong capabilities in developing and managing network solutions. Through its existing three networks, SilverSneakers® - the nation’s leading fitness program for older adults, Prime® Fitness and WholeHealth Living®, Tivity Health is focused on targeted population health for those 50 and over. With more than 15 million Americans eligible for SilverSneakers, over 10,000 fitness centers in the Prime Fitness Network, and more than 25 years of clinical and operational expertise in managing specialty health benefits and networks, including chiropractic services, physical therapy, occupational therapy, speech therapy, acupuncture, massage and complementary and alternative medicine (CAM) services, the company touches millions of consumers across the country and works directly with hundreds of healthcare practitioners and many of the nation’s largest payers and employers.

Businessolver, Inc. is a technology company that specializes in employee benefits administration through its online platform. This software as a service (SaaS) solution provides a comprehensive suite of services, including benefits enrollment, payroll and billing, compliance management, and reporting and analytics. In addition, Businessolver offers tools designed to enhance employee engagement, such as the MyChoice recommendation engine and mobile application. The platform also features a machine learning-based online assistant named Sofia, which supports employees in navigating their benefits options. Businessolver serves various sectors, including technology, healthcare, education, and government, and aims to help organizations optimize their benefits programs while managing risk. Founded in 1998, the company is headquartered in West Des Moines, Iowa, with additional offices in several major cities across the United States.

Truepic, Inc. operates an image authentication platform that enables consumers and enterprises to verify the authenticity of images and videos. Founded in 2014 and based in La Jolla, California, the company uses controlled capture technology and an image processing engine to combat visual deception and disinformation. Truepic's applications span various sectors, including insurance claims, property management, beauty, health, online sales, and journalism. Its transparency tools provide verifiable information about the origin and editing history of digital content, empowering users to distinguish between authentic and manipulated media. Recognized by notable publications for its innovative approach, Truepic's technology is trusted by consumers, businesses, creators, and publishers to make informed decisions regarding digital content.

American Orthopedic Partners, founded in 2020 and based in Palm Beach Gardens, Florida, operates a physician-led orthopedic care practice aimed at enhancing clinical value and access for patients, employers, and payors. The company provides orthopedists with the opportunity to maintain local control while collaborating on national initiatives and accessing resources to support practice growth. Its model emphasizes physician engagement and innovation, facilitating value creation and orthopedic excellence. By leveraging national scale, American Orthopedic Partners assists commercial and workers' compensation payors in reducing claims costs, ultimately improving the quality of care delivered to patients.

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. A division of Crump Group, Inc., a leading provider of retirement services and the largest, most diversified wholesale insurance distributor in the U.S., Ascensus services nearly 27,000 defined contribution plans in the micro to large markets and administers over 1.5 million IRAs.

Archipelago is an AI-powered commercial property risk platform that delivers real-time visibility into how to better manage risk, improve portfolio resilience, and add value to portfolios through intelligent insurance and investment methods. Archipelago provides businesses with greater visibility into their data and greater control over their operations.

Consilio is a provider of eDiscovery, document review, risk management, and legal consulting services catering to clients of all sizes across various industries. The company specializes in managed services and end-to-end litigation support that includes data collection, computer forensics, expert testimony, and multilingual data processing. Consilio is committed to delivering high-quality service through its innovative technology and experienced project managers, enabling law firms and corporations to enhance efficiency, reduce risk, and manage costs effectively. By focusing on the unique challenges of each eDiscovery project, Consilio positions itself as a reliable partner for complex global initiatives, earning the trust of its clients with a disciplined approach and a proven track record in the industry.

Gradient AI specializes in providing artificial intelligence solutions tailored for the insurance industry. The company utilizes extensive industry data and advanced machine learning models to enhance critical processes such as underwriting and claims management. By integrating its predictive analytics platform directly into clients' existing systems through automated workflows and APIs, Gradient AI facilitates more informed decision-making and improves operational efficiency. This technology not only aids in accurate risk assessment but also helps minimize claims and boost profitability for insurance companies, ultimately leading to better customer service and streamlined processes.

Allied Benefit Systems is a national healthcare solutions company founded in 1980, recognized as one of the largest independent third-party administrators in the United States. The company specializes in providing customized benefits and medical management strategies for self-insured employer groups, allowing employers to tailor insurance products to meet the unique needs of their workforce. Allied focuses on integrating innovative medical management and cost-control strategies, offering diverse network options and pharmacy care management to help clients reduce expenses while enhancing member satisfaction. By fostering healthy workplace cultures, Allied enables employers to protect their employees and their families without compromising on quality or affordability.

CoreLogic is a technology company that specializes in providing data analytics and risk assessment solutions tailored for the real estate sector. It offers a comprehensive range of services, including consumer, financial, and property information, which are utilized by businesses and government entities. By integrating public, contributory, and proprietary data, CoreLogic develops predictive analytics that enhance decision-making and provide transparency in the markets it serves. The company has established one of the largest databases in the U.S. focused on real estate, mortgage applications, and loan performance, and is recognized as a leading provider of credit reporting, property tax assessments, valuations, flood determinations, and geospatial analytics. CoreLogic serves over one million users, including real estate professionals, financial institutions, and government agencies, helping them assess risk, support underwriting, and improve overall business performance. Headquartered in Santa Ana, California, CoreLogic employs more than 10,000 individuals worldwide.

Roostify, Inc. is a technology company that specializes in developing a digital mortgage platform aimed at enhancing the home lending experience. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse clientele that includes enterprise banks, independent brokers, and various lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing borrowers to apply for mortgages easily while facilitating seamless communication and document sharing among all parties involved. Originally known as Blue Igloo, Inc., the company rebranded to Roostify in July 2015, reflecting its commitment to transforming the lending landscape.

TriState Capital Holdings, Inc. is the bank holding company for TriState Capital Bank, which offers a range of commercial and private banking services to middle-market businesses and high-net-worth individuals in the United States. The bank operates in two primary segments: Bank and Investment Management. It provides various deposit products, including checking accounts, money market accounts, and certificates of deposit, along with services such as insured cash sweeps. TriState Capital also extends a variety of loans secured by cash, securities, or real estate, as well as commercial and industrial loans. Additionally, the bank offers treasury management services, liquidity solutions, and both equity and fixed income advisory services tailored to ultra-high-net-worth clients and institutional investors. Its investment management division includes capital market services and specialized investment products. The company is headquartered in Pittsburgh, Pennsylvania, with additional offices in Cleveland, Philadelphia, Edison, and New York. Incorporating in 2006, TriState Capital has established itself as a key player in the financial services sector.

Inigo Ltd. is a specialty insurance and re-insurance company.

Founded in 1998, Hyphen Solutions, LLC built and currently operates the largest and only software as a service application serving a North American client base of residential homebuilders, their suppliers, distributors and manufacturers. The company offers a suite of integrated Home Builder applications which provide enterprise tools, including electronic "task" level scheduling, document management, vendor bidding, purchase order/contract management, on-site inspections, storm water management, work acceptance/re-work, change order processing, warranty management, electronic payment processing, lien waivers and ACH cash transfers.

Lone Wolf Technologies is a provider of software solutions tailored for real estate offices across North America. Founded in 1988 and headquartered in Cambridge, Canada, with additional locations in Langley, Las Vegas, and Show Low, the company offers a comprehensive suite of products designed to enhance operational efficiency for real estate brokerages. Its offerings include agentWOLF, an agent marketplace; brokerWOLF, a back office management and accounting solution; and WOLFconnect, a front office management tool. Additionally, Lone Wolf provides solutions for transaction management, mobile connectivity, email marketing, and franchise management, among others. By integrating these services, the company aims to streamline operations, improve visibility, and boost profitability for its clients in the residential real estate sector.

Bullhorn, Inc. specializes in developing cloud-based staffing and recruiting software tailored for startups, small to medium-sized businesses, and enterprises. Founded in 1999 and headquartered in Boston, Massachusetts, the company provides a range of products, including applicant tracking systems, business intelligence tools, CRM solutions, onboarding software, and VMS integration. These offerings streamline the recruitment lifecycle by automating processes such as candidate management, time and expense tracking, and billing. Bullhorn serves various sectors, including professional staffing, healthcare, executive search, commercial, and nonprofit industries. With additional offices across Europe, Asia, and North America, Bullhorn aims to empower companies with data capture and customer insight technology, enhancing their ability to attract and retain clients.

Eden Health is a primary care and insurance navigation company for employers, designed to elevate the health and wellbeing of employees everywhere. It helps employees navigate today’s complicated healthcare landscape across insurance, primary care and mental healthcare, so they can make smart, well-informed, and cost-conscious decisions.

Branch is a full-stack insurance company designed to make home and auto insurance simpler to buy and less expensive. Using data, technology, and automation, Branch created the world's first instant, online bundling capability which helps people save thousands of dollars a month in just minutes. Branch partners across the home and auto landscape to embed insurance at the moments that matter, delivering greater convenience and better savings.

Retrace Labs Inc. is a company that develops an artificial intelligence-based predictive analytics platform aimed at enhancing dental decision-making through real-time data. Founded in 2017 and headquartered in San Francisco, California, with an additional office in Manhattan, New York, Retrace focuses on reducing the oral disease burden for health plans, providers, and patients. The platform offers various solutions, including financial and medical analytics, cybersecurity, and business intelligence, all designed to streamline the patient experience and improve payment processes for oral health providers. By utilizing intelligent automation, the company aims to minimize administrative burdens, such as surprise bills and prolonged communication with insurance providers, allowing dental professionals to concentrate more on patient care. Retrace selectively collaborates with top oral health providers and insurance companies, fostering a network that promotes efficiency and transparency in financial transactions within the dental industry.

Kroll is a leading independent provider of risk and financial advisory solutions, with a team of over 6,500 professionals worldwide. The company has a nearly 100-year history of delivering expertise in risk management, governance, transactions, and valuation. Kroll offers a range of services including valuation, corporate finance, disputes and investigations, compliance, and regulatory advisory, catering to law firms, government entities, private equity firms, and hedge funds. By leveraging unique insights, data, and technology, Kroll helps clients navigate complex challenges and make informed decisions, ultimately enabling them to maintain a competitive advantage in their respective industries. The firm is committed to partnering with clients and communities, guided by its core values.

SunFire is a cloud-based technology platform providing technology solutions to support the ever-growing Medicare landscape. Its seamless and compliant software plays a critical role in providing health and financial security to over 50 million seniors. The company was founded in 2016 and is based in Boston, Massachusetts.

PrismHR develops software solutions tailored for human resource outsourcing organizations, including professional employer organizations (PEOs) and administrative service organizations (ASOs). Its flagship platform integrates payroll processing, benefits administration, HR management, billing, account management, new hire onboarding, and self-service capabilities. Serving over 88,000 organizations and 2.2 million worksite employees, PrismHR processes more than $80 billion in payroll annually. The company also offers professional services such as implementation, custom programming, training, and customer support. Established in 1985 and based in Plymouth, Massachusetts, with additional offices in Southborough and Framingham, PrismHR was formerly known as F.W. Davison & Company, Inc. before rebranding in 2015.

Bold Penguin is a commercial insurance exchange that connects customers, agents, and carriers to match the right quote in record time. With a heavy focus on the agents, Bold Penguin pushes the boundaries of user experience for businesses, an easy tool for agents, and a streamlined process of underwriting for carriers. The company operates an Exchange which utilizes a set of solutions to identify, triage, quote, and bind commercial insurance in a highly efficient and tech-enabled way. It plans to deliver on the platform enhancements which include more flexibility in how the core technology is leveraged by enterprise customers, expanding in excess and surplus lines. The Company offers a streamlined process of underwriting for carriers in commercial property and casualty insurance services. Bold Penguin was founded in 2016 and is headquartered in Columbus, Ohio, USA.

Vervent is a provider of specialized financial services aimed at enhancing the performance of businesses in complex service industries. The company offers a range of solutions including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent enables its clients to accelerate their operations while ensuring compliance with regulatory standards. The comprehensive suite of services is designed to support companies in improving their financial performance and maximizing service efficiency.

Rialto Capital Management LLC is a subsidiary of Lennar Corporation, focused on real estate investment and management. Established in 2007 and headquartered in Miami, Florida, Rialto specializes in investing in distressed residential and commercial real estate assets, as well as employing strategies for asset management and turnaround situations both domestically and internationally. The firm offers a range of services, including investment management, mortgage origination, and loan workouts, leveraging its comprehensive expertise in real estate and finance. Rialto also collaborates with institutional and high-net-worth investors to develop structured transactions and manage partnerships, positioning itself as a leader in the real estate investment sector.

Eliassen Group, LLC is a technology staffing and consulting firm based in Reading, Massachusetts, with additional locations across the United States. Established in 1989, the company specializes in providing a range of staffing solutions, including contract, contract-to-hire, and direct-hire services. Its consulting services cover agile software development, big data implementation, biometrics, and data management, particularly in drug development. Eliassen Group also offers workforce management consulting, healthcare IT staffing, and life sciences consulting services. The company serves a diverse array of industries, such as financial services, technology, government, healthcare, and education, demonstrating its versatile expertise in meeting various client needs.

Applied Systems, Inc. is a leading provider of software solutions tailored for the insurance industry, focusing on agency and brokerage management. The company offers a range of products including Epic, a comprehensive management system for insurance agencies aimed at enhancing business growth and client relationships; TAM, which facilitates daily operations for agencies; DORIS, an online management system that streamlines workflows and interfaces with insurance carriers; and Vision, designed for managing complex business structures and diverse insurance lines. Additionally, Applied Systems provides Performance Management for data analysis, MobileProducer for mobile access to client and policy information, and Applied Analytics for data-driven insights. The company also delivers professional services such as consulting, training, and support. Established in 1983 and headquartered in University Park, Illinois, Applied Systems has expanded its reach with offices in Canada and the United Kingdom, serving insurance professionals, agencies, brokerages, and carriers both in North America and internationally.

Headquartered in Irvine, California, Sabal Capital Partners, LLC and its commercial real estate lending and servicing subsidiaries and affiliates have originated over $4 billion nationally through their highly specialized wholesale lending platform. Sabal strives to keep clients and investors ahead of the curve, representing a corporate philosophy based upon the core practices of innovation, partnership, commitment to excellence and entrepreneurship. Sabal’s dedication to advancing the financial services industry has led to the development of SNAP™, an innovative platform designed to optimize the lending and investment processes and enable a highly efficient interaction between Sabal and its client and investor base. Sabal is a nationally rated Commercial Primary Servicer and Commercial Special Servicer by Morningstar with a CS2 ranking, an S&P Global rated Commercial Mortgage Loan Special Servicer with an average ranking, as well as a Fitch rated CMBS Primary Servicer with a CPS2- ranking and CMBS Special Servicer with a CSS3+ ranking. For more information about Sabal, visit www.sabal.com.

Mitchell International, Inc. was recently named as the No. 1 Software Company in San Diego, based on the number of full-time employees, which is now approaching the 2,000 milestone. Mitchell continues to grow its workforce opportunities within San Diego as well as other great cities including Irvine, Toronto, San Francisco, Rochester, Coppell, Evansville, and Albuquerque. The company offers a competitive compensation and benefits package including outstanding career growth opportunities and has been recognized as one of the Fastest Growing Companies in San Diego.

AMC is a nationwide residential and consumer loan due diligence, quality control, securitization review, MSR review, advance assessment, servicing oversight, technology, and consulting services provider. AMC’s market-leading team of mortgage professionals provide customizable solutions to financial institutions nationwide.

Grace Hill is a company that specializes in providing education and networking opportunities for professionals in the multifamily real estate sector. It develops training and administrative software designed to enhance talent management for those managing multifamily residential properties. The company's integrated talent performance management platform includes features for policy implementation, training, and assessment, helping clients to attract, develop, and retain skilled employees. By streamlining these processes, Grace Hill aims to reduce operational risks and improve overall property performance.

LegalShield is a leading provider of subscription-based legal and identity protection services, aiming to make legal assistance accessible and affordable for individuals and businesses. With a membership base exceeding 4.4 million people, the company offers comprehensive legal safeguards and identity theft solutions through its IDShield platform, which serves over one million members. LegalShield caters to more than 140,000 businesses and partners with over 34,000 companies to provide these services as voluntary employee benefits. By empowering subscribers with essential legal resources and identity protection, LegalShield enables individuals and families to focus on their lives with greater peace of mind.

GENEX Services, Inc. provides managed care services to insurers, employers, and third party administrators in North America. It offers workers’ compensation and disability management solutions that include catastrophic case management, vocational case management, utilization review, independent medical examinations, physician advisor services, comprehensive pharmacy review, employer services, Medicare set-aside, short-term disability/long-term disability, and certified managed care plans; and medical cost containment solutions, such as medical review, bill negotiation, broad-based networks, medical diagnostic network, physical therapy network, pharmacy benefit management, and choice provider network services. The company also provides social security representation program and specialized non-occupational disability management services to employers; and integrated risk management solutions that include claims analysis, predictive modeling, and compliance and state reporting. It also serves insurance carriers, managed care and healthcare organizations, self-administered companies, state funds, and reinsurers. GENEX Services, Inc. was formerly known as General Rehabilitation Services, Inc. and changed its name to GENEX Services, Inc. in December 1994. The company was founded in 1978 and is headquartered in Wayne, Pennsylvania. It has locations in the United States, Puerto Rico, and Canada. GENEX Services, Inc. is a former subsidiary of Unum Group.

Focus Financial Partners is a partnership that consists of independent, fiduciary wealth management firms within the fragmented registered investment advisor (RIA) industry. The company offers a range of services designed to enhance the capabilities of its partner firms, including mergers and acquisitions expertise, talent management, legal and regulatory support, marketing, and business development. By leveraging its resources and best practices, Focus Financial Partners aids these firms in serving individuals, families, employers, and institutions with comprehensive wealth management solutions. The firm generates revenue primarily through wealth management fees and has a significant presence in the United States, along with operations in the United Kingdom, Canada, and Australia.

Kestra Financial, Inc. provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. With a culture rich in reinvention and advisor advocacy, we’ve developed integrated business management technology that, combined with our personalized consulting services, offers exceptional scale and efficiency. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial,

Henderson Park is a real estate investment firm specializing in the acquisition and repositioning of assets that are either undermanaged or underutilized. The firm targets various sectors, including office, logistics, multifamily, student housing, hotel, and retail, and is involved in several active development projects. By focusing on properties that require a repositioned capital structure, Henderson Park aims to enhance the value and performance of its real estate investments across commercial and private rented sectors.

Formation Capital, founded in 1999 and based in Atlanta, Georgia, is a prominent private investment management firm specializing in seniors housing and care, post-acute care, and healthcare real estate investments. The firm employs a fully integrated investment platform that combines acquisition and asset management expertise, addressing the complexities of real estate and operational management in the healthcare sector. Formation Capital utilizes a unique investment strategy aimed at maximizing future value by leveraging arbitrage opportunities across real estate, corporate, and capital markets. The firm is supported by its in-house clinical advisory team, Formation Healthcare Group, and its development arm, Formation Development Group, which together enhance its capabilities in healthcare, real estate, finance, mergers and acquisitions, and value-add asset management.

KaylaRe is a Class 4 reinsurer that offers a diversified range of specialty reinsurance. The company was acquired in full by Enstar in 2018.

Vervent is a provider of specialized financial services aimed at enhancing the performance of businesses in complex service industries. The company offers a range of solutions including loan servicing, lease servicing, backup servicing, call center services, and third-party collections. By leveraging industry expertise and advanced technology, Vervent enables its clients to accelerate their operations while ensuring compliance with regulatory standards. The comprehensive suite of services is designed to support companies in improving their financial performance and maximizing service efficiency.

JND Legal Administration is a legal management and administration company led by a team of industry veterans who are passionate about providing superior service to clients. Armed with decades of expertise and a powerful set of tools, JND has deep experience expertly navigating the intricacies of multiple, intersecting service lines, including class action settlements, corporate restructuring, e-discovery, mass tort claims & lien resolution and government services.

uSens, Inc. is a company based in San Jose, California, that specializes in developing human-computer interaction solutions, particularly in the fields of augmented and virtual reality (AR/VR). Founded in 2013, uSens is known for its innovative products such as Fingo, a sensing device that captures finger gestures and activities, and uSensAR, an augmented reality engine designed for low-end cameras and sensors. The company's technology includes advanced inside-out hand and position tracking solutions, utilizing computer vision and deep learning algorithms to enhance user experiences across mobile and tethered AR/VR platforms. uSens' software is compatible with a variety of devices, including popular VR headsets and mobile platforms, allowing gaming and content developers to create immersive experiences. With teams in both the United States and China, uSens aims to bridge the gap between the virtual and real worlds, facilitating the development of interactive applications that engage users through gesture recognition and positional tracking.

Millstein & Co. is a financial services firm that develops solutions for complex corporate and public finance issues. They provide independent advice to both corporate and governmental clients facing challenging special situations, typically with respect to mergers, acquisitions, restructurings, capital raising and financial policy development and implementation. Drawing upon the skills of its experienced financial, legal and policy professionals, Millstein & Co. takes a uniquely multi-disciplinary approach to problem solving for its clients.

Alliant Insurance Services is an insurance brokerage firm that specializes in providing a range of insurance and risk management solutions across various industries, including agriculture, aviation, construction, energy, and finance. The company offers property and casualty insurance, as well as workers’ compensation and employee benefits services. Its comprehensive portfolio includes risk management, life insurance, retirement and savings programs, and specialized coverage for Native American tribal and casino gaming operations. By distributing diversified insurance products and consulting services, Alliant aims to enhance the effectiveness and value of its clients' insurance and employee benefits programs.

BNL is an internally-managed REIT that acquires, owns, and manages primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. BNL utilizes an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting. As of June 30, 2020, BNL’s diversified portfolio consisted of 632 properties in 41 U.S. states and one property in Canada across the industrial, healthcare, restaurant, office, and retail property types, with an aggregate gross asset value of approximately $4.0 billion.

Preston Hollow Community Capital is a private investment firm established in January 2014 and headquartered in Dallas, Texas. Founded by Jim Thompson, the former President and CEO of ORIX USA, the firm specializes in a variety of investment strategies, including fixed income, private equity, venture capital, and alternative investments. Preston Hollow Community Capital focuses on sectors within the municipal bond market such as real estate, senior living, education, healthcare, infrastructure, and economic development. The firm typically engages in investments ranging from $10 million to $100 million and aims to generate strong risk-adjusted returns. Additionally, it seeks to collaborate with major sponsors, including institutional investors, family offices, and sovereign wealth funds.

Allvue Systems LLC is a provider of alternative investment software solutions, specializing in the private capital and fixed income markets. Established in 2019 and headquartered in Coral Gables, Florida, the company offers a comprehensive suite of software that addresses various aspects of investment management, including portfolio management, trade order management, compliance, and investment accounting. Allvue’s solutions serve a diverse range of industries, such as private equity, venture capital, and commercial banking, among others. With a focus on data aggregation and process management, Allvue enhances decision-making for over 400 clients, including fund managers and financial institutions. The platform is designed to streamline operations by integrating multiple functions, thereby facilitating improved efficiency and reporting accuracy throughout the investment lifecycle.

Since 1985, Situs has been the premier, global provider of end-to-end commercial real estate and loan advisory services and integrated solutions, offering customized services to leading financial institutions, investors, owners, and developers. They offer a wide array of services, including enterprise and process improvement, capital markets and commercial real estate advisory, primary and special servicing, and creative staffing solutions.

Cross Ocean Partners is an investment adviser specializing in credit investment opportunities across a diverse array of asset classes. The firm focuses on stressed, distressed, and structured credit, targeting areas such as corporate loans and bonds, hard assets, commercial real estate, liquidations, and structured credit. Cross Ocean Partners aims to support its investment strategy through a robust platform that emphasizes investor relations, finance, operations, risk management, and governance. This comprehensive approach enables clients to effectively rehabilitate distressed assets and capitalize on potential value.

Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial futures. Headquartered in San Mateo, California, the company offers a range of services including debt resolution, personal loans, home loans, and financial education tools. By utilizing proprietary data and analytics, Achieve tailors its offerings to meet the specific needs of consumers throughout their financial journeys. The company emphasizes personalized support, connecting clients with debt experts who guide them in managing and reducing debt, as well as making informed financial decisions.

Oasis Outsourcing Holdings Inc. operates as a professional employer organization that provides workforce solutions for businesses in the United States. The company offers human resources services, employee benefits, payroll administration, healthcare reform support, and risk management services. Its human resources outsourcing services and programs include infrastructure development, compliance assistance, operations partnership, growth and development, employee discount programs, and staff sourcing. The company’s employee benefit services portfolio includes health and other insurance, financial savings plans, administration and support, and employee and legal advocacy. In addition, it provides payroll administration services, which include payroll accrual, tracking, and processing; payroll deposit options; and Web-based payroll systems. Further, the company provides risk management services, including return-to-work programs, risk management compliance, and workers compensation services. It provides cloud-based workforce management, human resources/risk management, benefits, and payroll technology solutions that combine to provide a customized Human Resources Information System that meets the specific needs of clients. Oasis Outsourcing Holdings Inc. was founded in 1996 and is based in West Palm Beach, Florida. Oasis Outsourcing Holdings Inc. operates as a subsidiary of Paychex, Inc.

Long Term Care Group is a prominent provider of business process outsourcing services tailored specifically for the long-term care insurance industry. The company supports over 50 insurers, including major players in the market, by offering comprehensive administrative services such as application processing, underwriting, policy administration, and claims and care management. Additionally, LTCG conducts health and functional assessments, providing valuable insights into risk management through its extensive database of long-term care underwriting and claims. By enabling clients to efficiently manage their complex long-term care portfolios, LTCG helps enhance their financial performance in a competitive landscape.

Vapor Power International, LLC specializes in the design and manufacture of a diverse range of thermal systems, including boilers, steam generators, thermal fluid heaters, liquid phase heaters, super heaters, and electric boilers. Founded in 1903 and based in Franklin Park, Illinois, the company serves various sectors, including industrial, commercial, marine, and military applications. Vapor Power International provides tailored solutions to meet specific project requirements, enhancing operational efficiency for its clients. The company's products are distributed through a network of sales representatives, and it maintains offices around the world to support its global customer base.

Enhanced Capital Partners, established in 1999 and headquartered in New York City, is a national investment firm focused on providing tailored investment solutions to small and mid-size companies. The firm specializes in various sectors, including small businesses, renewable energy projects, historic real estate rehabilitation, and affordable housing, leveraging federal and state incentive programs. Enhanced Capital employs a versatile approach to investment, offering equity and debt financing options such as tax credit lending and impact lending, aimed at maximizing growth potential for businesses in the lower middle market. With over $400 million under management, the firm is committed to supporting the expansion and development of enterprises positioned for rapid growth.

Home Point Capital is evolving the homebuying and home ownership experience. Home Point Capital's primary business entity, Home Point Financial Corporation, is a leading mortgage originator and servicer focused on driving financially healthy and successful homeownership. Through additional wholly owned subsidiaries Home Point Mortgage Acceptance Corporation and Home Point Asset Management, the company supports sustainable homeownership as a crucial element of each consumer's broader journey towards financial security and well-being, delivering a seamless and less stressful homebuying experience.

Omni New York LLC ("ONY") is a real estate development company that was founded by Maurice "Mo" Vaughn and Eugene Schneur for the purpose of bringing revitalization and development to various neighborhoods in New York and other states.

Ten-X provides an online real estate marketplace allows people to buy and sell commercial and residential real estate properties online using desktop and mobile technology. It buys and sells residential and commercial properties. Ten-X lets buyers, sellers, and real estate professionals search, list, and transact properties completely online. Jeffrey Frieden, Monte Koch, and Robert Friedman founded Auction in 1990 that became Ten-X in January 2016, with its headquarters is in Irvine in California.

New Ocean Capital Management Limited is a Bermuda-based asset manager with expertise investing in reinsurance risk products. New Ocean is focused on providing investors with risk-adjusted returns in the insurance and reinsurance convergence market.

Enstar Group is a specialized insurance and reinsurance company focused on acquiring and managing firms and portfolios in run-off. The company provides a range of services, including management consulting, claims inspection, and reinsurance collection, primarily serving multinational clients across Bermuda, the United States, the United Kingdom, Australia, and Europe. Enstar Group aims to create value through its diverse segments, which include Run-off, Assumed Life, Investments, and Legacy Underwriting, while seeking attractive risk-adjusted returns from its investment portfolio. Originally known as Castlewood Holdings Limited, the company rebranded to Enstar Group Limited following its merger with The Enstar Group, Inc. in January 2007.

Merchant Capital Solutions is a capital markets underwriting and advisory business for middle-market companies across the capital structure, including for loans, bonds, mezzanine debt, private placements of equity, and IPOs. It is jointly sponsored by Trident and KKR & Company in 2012.

SCS Financial is an independent investment and wealth management firm based in Boston, founded in 2002. The firm offers investment management services to a diverse clientele, including families, family offices, and institutional investors across the United States, Europe, and Asia. SCS Financial operates under a fiduciary model, emphasizing a conflict-free, open architecture approach to investment management. Its services encompass elite wealth counsel and comprehensive client service operations, aimed at delivering tailored financial solutions to meet the unique needs of its clients.

Eagle Point Credit Company is a publicly traded, externally managed closed-end investment company that focuses on the fixed income markets in the United States. Established on March 24, 2014, and managed by Eagle Point Credit Management LLC, the company primarily invests in the equity and junior debt tranches of collateralized loan obligations. These investments mainly consist of below investment grade U.S. senior secured loans, reflecting a strategy that targets higher yield opportunities within the fixed income sector. Eagle Point Credit Company is based in the United States.

Access Point Financial is a specialty hotel finance company. Offering a full-service hospitality lending and advisory platform, APF provides financing to qualified franchisees of major hotel brands and independent boutique hotels throughout the United States and Canada. APF provides tailored loan and capital lease programs to meet the specific needs of each client.At Access Point Financial, Wright leads a team of industry veterans in hospitality finance. APF's senior management team is a who's who of hotel financing and investment professionals, including lenders formerly with GMAC, GE Capital, WestLB AG and Specialty Finance Group

AloStar is a full-service financial institution that works to help build other financial institutions.

C3/CustomerContactChannels is a contact center provider for corporations who view outsourcing objectives as a strong component.

Freepoint Commodities is a provider of commodity trading services focused on mid-stream commodity-producing assets. The company engages in the trading of natural gas and power in North America and Europe, as well as global oil and oil products, coal, emissions, and various metals and metal concentrates. In addition to trading, Freepoint Commodities offers physical supply services and risk management products to its clients, facilitating financing and enhancing the overall efficiency of commodity transactions.

Prima Capital Advisors LLC, located in Scarsdale, New York, offers investment advisory and asset management services focused on commercial real estate debt. The firm caters to a diverse clientele, including insurance companies, endowments, corporate and public pension plans, and sovereign wealth funds. Prima Capital specializes in a range of investments, such as commercial mortgage whole loans, commercial mortgage-backed securities, select commercial mortgage "B" notes, mezzanine loans, and preferred shares issued by real estate investment trusts. Through open-ended funds and separate accounts, the firm aims to provide clients with consistent income-generating strategies.

NXT Capital is a structured financing provider focused on the U.S. middle market, founded in 2010 and headquartered in Chicago. As a wholly-owned subsidiary of ORIX Corporation USA, NXT Capital specializes in offering a range of financing solutions through its Corporate Finance and Real Estate Finance divisions. The company has successfully originated over $18 billion across more than 600 transactions, leveraging its extensive experience in the lower-middle market. With approximately $11.4 billion in committed capital, NXT Capital serves a diverse investor base, including public and private pension plans, insurance companies, endowments, and foundations, by providing access to primarily first lien senior secured loans. The firm’s senior management team has a long-standing history in middle-market direct lending, having worked together for over 25 years and navigating multiple credit cycles. NXT Capital maintains a strong presence with offices in several major U.S. cities, including Atlanta, Dallas, Los Angeles, Nashville, New York, and Phoenix.

Carlile Bancshares is focused on investing in community banks across the Southwest, specifically in Texas, New Mexico, Oklahoma, and Colorado. The company specializes in acquiring small to regional banks that seek alternatives for their shareholders. Through these acquisitions, Carlile Bancshares aims to provide a range of commercial and personal banking services, catering to small businesses and professionals within these communities. The firm serves as a platform to enhance local banking services and support economic growth in the regions it operates.

Harbor Community Bank operates as a financial services company. Harbor Community Bank offers a full range of retail, small business, and commercial banking products and services.

Grandpoint Bank is a full service commercial bank with assets of $3.2 billion focused on professionals, entrepreneurs, and privately held businesses. The Bank operates 14 banking offices in Southern California, Washington, and Arizona. Grandpoint Bank’s seven-branch network in L.A. and Orange counties is built on community bank lineages with proud histories, deep roots and enduring legacies. Its divisions, San Diego-based Regents Bank, Arizona’s Bank of Tucson and The Biltmore Bank of Arizona in Phoenix, retain separate, well respected brands, and regional autonomy in their markets. Grandpoint Bank is a wholly owned subsidiary of Grandpoint Capital, Inc., a bank holding company, headquartered in Los Angeles.

Yadkin Bank is a full-service statechartered community bank providing services in 100 branches across North Carolina and upstate South Carolina. Serving approximately 130,000 customers, Yadkin has assets of $7.5 billion. Yadkin Bank's primary business is providing banking, mortgage, investment and insurance services to residents and businesses across the Carolinas. Yadkin Bank provides mortgagelending services through its mortgage division, Yadkin Mortgage, headquartered in Winston-Salem, NC. Yadkin Bank's SBA Lending (Government Guaranteed Lending) is headquartered in Charlotte, NC. Yadkin Financial Corporation's website is www.yadkinbank.com. Yadkin Financial Corporation's common stock is traded on the NYSE under the symbol YDKN.

Amherst is a closely held financial-services company that specializes in underwriting and trading residential mortgage securities. It is a data, analytic, and research-focused financial services holding company with expertise in the real estate, mortgage, and related structured finance markets. Amherst was founded in 1993 and is based in Austin, Texas.

Atlantic Capital Bank is a commercial bank based in Atlanta, Georgia, established in 2007. The bank specializes in providing a variety of financial services, including loans, treasury management, and deposit products, primarily targeting small to medium-sized businesses, middle-market corporations, and private clients. It serves emerging growth companies, commercial real estate developers, and investors, offering tailored support through dedicated teams in corporate and business banking, commercial real estate finance, and private banking. By merging the advantages of larger financial institutions with the personalized service of smaller banks, Atlantic Capital Bank aims to deliver comprehensive solutions that enhance the success of its clients. The bank generates its revenue primarily through interest income and also offers selected capital markets, mortgage banking, and electronic banking services.

Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.

Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment.

Bay Point Holdings Limited is a special purpose “side car” vehicle formed to reinsure the short-tail business written by Harbor Point Limited, a former Trident portfolio company.

Castle Point Capital is a de novo asset management company investing in public equities within the financial services sector through a hedge fund structure. It was founded in founded in 2005 and is headquartered in Greenwich, Connecticut.

Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.