Stone Point Capital

Stone Point Capital LLC is a private equity firm based in Greenwich, Connecticut, specializing in investments within the global financial services industry. Established in 2005, the firm focuses on a variety of sectors, including advisory services, insurance, healthcare, specialty finance, and asset management. Stone Point Capital seeks to invest in mature, middle-market companies through strategies that encompass buyouts, growth capital, and opportunistic investments. The firm typically makes equity investments ranging from $5 million to $500 million and aims to secure control or significant minority stakes in its portfolio companies, often seeking board representation. Stone Point Capital's investment horizon generally spans five to ten years or longer, allowing for a strategic approach to various financial opportunities, including distressed assets and restructuring situations.

James Carey

Managing Director

John Coghlin

Principal

Chuck Davis

Chairman and CEO

Christopher Doody

Principal

Bruce Ferland

Principal

Ivan Flores

Managing Director and Director, Information Technology

Connor Lees

Analyst

Jarryd Levine

Principal

Clarinda Lim

Managing Director

Chip Mahoney

Managing Director

Joseph Makkar

Analyst

Zachary Moelchert

Analyst

Deva Mohammad

Associate

David Rogers

Director

Rory Shaw

Director

Chris Stroup

Managing Director

Adam Tuckman

Managing Director and Member of Stone Point Credit Team

Fazle Husain

Senior Associate

Past deals in Life Insurance

The Ardonagh Group

Private Equity Round in 2024
The Ardonagh Group brings together leading businesses in their fields to create a smart new vision for the insurance industry.

Covr Financial Technologies

Series B in 2022
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.

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.

Edgewood Partners Insurance Center

Seed Round in 2007
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.

Wilton Re

Private Equity Round in 2004
Wilton Re is a provider of life insurance and reinsurance services, headquartered in Wilton, Connecticut. Founded in 2004, the company specializes in the acquisition and management of blocks of in-force life insurance and annuities. It offers a range of services, including product development, underwriting, and strategic support for life insurance clients. Additionally, Wilton Re provides risk capital and related services, focusing on in-force acquisitions, middle-market products, traditional reinsurance, and longevity risk management. This comprehensive approach aims to enhance the capabilities of its clients while addressing the needs of the middle market.

Global Specialty Risk

Seed Round in 2000
Global Specialty Risk provided directors’ and officers’ liability insurance and other specialty risk coverage to underserved niches of the professional liability marketplace. It also offered highly structured risk-transfer solutions for difficult-to-quantify liabilities to facilitate mergers, acquisitions, refinancings, and reorganization transactions. It is based in New York, New York.
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