Stone Point Capital

Founded in 1985, Stone Point Capital is a private equity firm specializing in investments within the global financial services industry. It focuses on mature and middle market companies, typically investing between $5 million to $500 million for majority or substantial minority positions.

Darran Baird

Managing Director

Scott Bronner

Managing Director, Credit and Board Member

Kyle Buseck

Associate

Molly Carpenter

Associate

Haley Click

Associate

John Coghlin

Principal

Chuck Davis

Chairman and CEO

Charles A. Davis

Chairman and Co-CEO

Nikhil Dixit

Director

Christopher Doody

Managing Director

Bruce Ferland

Principal

Ivan Flores

Managing Director and Director, Information Technology

Calvin Gaines

Associate

Richard Goldman

CFO and Managing Director

Spencer Holtzman

Director

Harrison Hunter

Managing Director

Fazle Husain

Associate

Fazle Husain

Senior Associate

Agha Khan

Managing Director and Co-Head of Private Equity

Connor Lees

Analyst

Jarryd Levine

Managing Director

Greg Lim

Director

Clarinda Lim

Managing Director

Chip Mahoney

Managing Director

Joseph Makkar

Analyst

James Matthews

Managing Director

Zachary Moelchert

Analyst

Deva Mohammad

Associate

Michael Perez

Managing Director and Member of Stone Point Credit Team

Susie Pratt

Associate

Teddy Price

Associate

Carlos Raedler

Associate

Andrew Reutter

Managing Director and leads Capital Markets

Justin Rispler

Managing Director

David Rogers

Director

Eric Rosenzweig

Managing Director

William Santaniello

Director and Controller

Dhruv Sarna

Managing Director

Alex Sarnoff

Vice President

Lauren Seidman

Managing Director

Rory Shaw

Director

Chris Timchak

Managing Director

Walter Tomasino

Associate

Amy Tran

Vice President

Adam Tuckman

Managing Director and Member of Stone Point Credit Team

Ian Uriguen

Vice President

Seth Weisberg

Vice President

Jack Wendler

Vice President

Nicholas Zacchilli

Vice President

Nicolas Zerbib

Chief Investment Officer, Managing Director, IC Member and Member of the Investment Committees of the Trident Funds

Past deals in Insurance Brokers

The Ardonagh Group

Private Equity Round in 2024
The Ardonagh Group brings together leading insurance businesses to offer a wide range of products and services tailored to customers' needs, from multinational corporations to individuals.

Truist Insurance Holdings

Acquisition in 2024
Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

ClearPoint Health

Private Equity Round in 2024
ClearPoint Health is a provider of health-benefit solutions designed specifically for small to mid-sized enterprises. The company operates a self-funded platform that utilizes the collective strength of a community of businesses to offer significant discounts on medical stop-loss insurance, provider networks, and cost-containment services. ClearPoint Health focuses on facilitating the transition to transparent, affordable, and clinically integrated employee health benefits. Additionally, the company provides member navigation tools to assist employers and benefit advisors in managing health benefits effectively, ensuring that employees receive quality care while optimizing costs.

Truist Insurance Holdings

Secondary Market in 2023
Truist Insurance Holdings is a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage.

Covr Financial Technologies

Series B in 2022
Covr Financial Technologies, Inc. is a digitally enabled brokerage general agency based in Boise, Idaho, founded in 2013. The company specializes in providing life, long-term care, and disability insurance solutions tailored for financial institutions, advisors, and their clients. Covr offers a suite of digital platforms, including Covr Advisor, which helps financial advisors meet their clients' insurance needs by selecting appropriate products; Covr Consumer, which allows banks and credit unions to sell life insurance directly to customers; and Covr Insights, a tool for managing and analyzing existing life insurance policies. The company serves over 24,000 financial advisors and 13 million customers across 30 financial institutions, facilitating a simplified and efficient sales process for life insurance products.

Allied Benefit Systems

Private Equity Round in 2021
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.

Genex Services

Acquisition in 2018
GENEX Services, Inc. is a provider of managed care services based in Wayne, Pennsylvania, specializing in workers' compensation and disability management solutions. Founded in 1978, the company offers a diverse range of services, including catastrophic and vocational case management, utilization review, independent medical examinations, and pharmacy benefit management. GENEX also delivers medical cost containment solutions through services such as bill negotiation, medical review, and access to extensive provider networks. Additionally, the firm offers social security representation and specialized non-occupational disability management for employers, alongside integrated risk management solutions that encompass claims analysis and predictive modeling. Serving a wide array of clients, including insurers, managed care organizations, and employers, GENEX leverages intelligent systems and data analysis to improve the care and outcomes for injured and disabled employees across North America, including the United States, Puerto Rico, and Canada.

Alliant Insurance Services

Funding Round in 2015
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.

Enstar Group

Acquisition in 2012
Enstar Group acquires, manages, and provides services for insurance and reinsurance companies and portfolios in run-off. It serves multinational clients across Bermuda, the US, UK, Australia, and Europe.

James River Group

Seed Round in 2002
James River Group operates as a specialty insurance provider in the United States. It offers excess and surplus lines liability and property insurance products through its Excess and Surplus Lines segment, primarily distributed via wholesale brokers. The Specialty Admitted Insurance segment focuses on niche classes within standard markets, with a primary focus on fronting business.
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