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Our Portfolio
Our portfolio is comprised of a number of diverse financial services businesses led by management teams, each with a proven track record and an achievable growth strategy that we can help accelerate.
Advisors Excel Holdings, LLC
ExitedAlliant Insurance
ExitedArgo Group, Inc.
ExitedAsset Allocation & Management Co., LLC
ExitedBroadstreet Partners, Inc.
CurrentBrightclaim, LLC
CurrentCathedral Capital
ExitedClient First Main Street Funding, LLC
CurrentConner Strong
CurrentDigital Risk
ExitedDirectPath
CurrenteReinsure
ExitedFlores & Associates
CurrentForethought Financial Group, Inc.
ExitedIntegro, Limited
ExitedJones DesLauriers Group of Companies, Inc.
ExitedMcBee
CurrentPatientMatters Holdings, LLC
CurrentPrecisionLender
CurrentPriority Care Solutions, LLC
CurrentProvant
CurrentSocial Security Advocates for the Disabled, LLC
ExitedThompson Insurance Enterprises, LLC
ExitedTorrent Technologies, Inc.
ExitedAscension Insurance Holdings, LLC
CurrentSanta Rosa Holdings, LLC
CurrentCatalina Holdings (Bermuda), Limited
ExitedWilton Re Holdings, Limited
Exited