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Stone Point Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stone Point Capital has acquired 12 companies. It has also invested in 3 others.

Stone Point Capital’s most common sectors for investment arefinancial services (32%) and insurance (28%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (31%) and secondary buyout (23%). In total, Stone Point Capital has invested in 26 US states and 6 different countries. Its largest (disclosed) acquisition occurred in 2024 when it acquired CRC Group for $15.5B.

In the last 3 years, Stone Point Capital has exited 6 companies. The Firm’s most common exit type is trade sale (51%). Stone Point Capital’s largest (disclosed) exit occurred in 2015 when it sold OneWest Bank for $3.4B.

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M&A Summary

  • M&A Total Activity176
    • M&A Buy Activity117
    • M&A Sell Activity59
  • Total Sectors Invested 12
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 76
  • M&A Advisors 32

Stone Point Capital

Stone Point Capital LLC

20 Horseneck Lane,
Greenwich, Connecticut 06803
United States
(203) 862-2900
www.stonepoint.com
businessplans@stonepoint.com

Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $75 and $750 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Business Services, Engineering, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Real Estate, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, Western Europe, Eastern Europe

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 75 750
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (4.6/yr) # 94 10 2 5 3 3 117
vol $13.3B $6.0B $2.2B $7.0B $17.2B $45.7B
Sell (2.4/yr) # 47 6 4 - 2 - 59
vol $16.5B $600M $17.1B
  176

Most Recent M&A

Company Date Value Type
EB Employee Solutions LLC 2025-07-01 - Secondary Buyout
Mount Kisco, New York · www.differencecard.com
Keller Williams Realty LLC 2025-03-03 - Growth Capital
Austin, Texas · kwri.kw.com
Kestra Financial, Inc. 2025-02-03 - Recapitalization
Austin, Texas · www.kestrafinancial.com
Safe-Guard Products International LLC 2024-07-15 - Secondary Sale
Atlanta, Georgia · www.safe-guardproducts.com
SunFireMatrix, Inc. 2024-04-02 - Secondary Sale
Clifton, New Jersey · www.sunfireinc.com
CRC Group 2024-02-20 15.5B USD Divestiture
Birmingham, Alabama · www.crcgroup.com
HireRight LLC 2024-02-16 1.7B USD Going Private
Nashville, Tennessee · www.hireright.com
ClearPoint Health 2024-01-08 - Growth Capital
Columbia, South Carolina · www.getclearpoint.com
EverBank N.A. 2023-08-01 - Divestiture
Jacksonville, Florida · www.everbank.com
Focus Financial Partners LLC 2023-02-27 7.0B USD Going Private
New York, New York · www.focusfinancialpartners.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CRC Group 2024-02-20 Crump Life Insurance Services, Inc. 2025-01-06 1
Birmingham, Alabama · www.crcgroup.com Roseland, New Jersey · www.crumplifeinsurance.com
AmTrust Financial Services, Inc. 2018-03-01 First Nationwide Title Agency LLC 2024-10-02 2
New York, New York · www.amtrustfinancial.com New York, New York · www.firstnationwidetitle.com
Applied Systems, Inc. 2014-01-24 Planck Resolution Ltd. 2024-07-23 9
Chicago, Illinois · www1.appliedsystems.com New York, New York · www.planckdata.com
Bullhorn, Inc. 2017-10-23 Textkernel B.V. 2024-06-18 13
Boston, Massachusetts · www.bullhorn.com Amsterdam, Netherlands · www.textkernel.com
Ascensus LLC 2021-04-26 Ascensus - ESOP Business 2024-05-16 1
Dresher, Pennsylvania · www.ascensus.com Dresher, Pennsylvania
Ascensus LLC 2021-04-26 Vanguard - Simple, Multi-SEP, and Individual 401(k) retirement plans 2024-04-16 3
Dresher, Pennsylvania · www.ascensus.com Valley Forge, Pennsylvania
Focus Financial Partners LLC 2023-02-27 UPTIQ Treasury and Credit Solutions LLC 2024-01-29 1
New York, New York · www.focusfinancialpartners.com New York, New York
Alliant Insurance Services, Inc. 2015-06-23 PBC Insurance - Employee Benefits Division 2024-01-03 52
Irvine, California · www.alliant.com Eugene, Oregon
Consilio LLC 2021-04-20 Lawyers On Demand Ltd. 2023-08-02 4
Washington, District of Columbia · www.consilio.com London, United Kingdom · www.lodlaw.com
Alliant Insurance Services, Inc. 2015-06-23 Windmark Insurance Agency, Inc. 2023-04-04 51
Irvine, California · www.alliant.com Lubbock, Texas · www.windmarkcrop.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 14 (29%) 11.4B (28%) 38 (32%) 12.3B (27%)
Insurance 9 (18%) 18.2B (44%) 33 (28%) 21.1B (46%)
Business Services 8 (16%) - 20 (17%) 205M (< 1%)
Internet Software and Services 8 (16%) 1.8B (4%) 11 (9%) 1.8B (4%)
Software 2 (4%) - 5 (4%) -
Healthcare Services 2 (4%) 2.0B (5%) 3 (3%) 2.6B (6%)
Real Estate 2 (4%) - 3 (3%) -
Automotive 1 (2%) - 2 (2%) -
Information Services 1 (2%) 6.0B (15%) 1 (1%) 6.0B (13%)
Staffing 1 (2%) 1.7B (4%) 1 (1%) 1.7B (4%)
Engineering - - 1 (1%) -
Information Technology 1 (2%) - 1 (1%) -
Total 49 $41.1B 119 $45.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 48 (98%) 41.1B (100%) 107 (90%) 43.9B (96%)
  New York 6 (12%) 13.9B (34%) 19 (16%) 14.8B (32%)
  California 8 (16%) 6.0B (15%) 15 (13%) 6.2B (14%)
  Texas 7 (14%) - 12 (10%) -
  Florida 3 (6%) - 7 (6%) -
  Georgia 1 (2%) - 7 (6%) -
  Connecticut 3 (6%) - 6 (5%) -
  Massachusetts 4 (8%) 210M (1%) 5 (4%) 210M (< 1%)
  Tennessee 2 (4%) 3.7B (9%) 5 (4%) 5.4B (12%)
  Pennsylvania 1 (2%) - 5 (4%) -
  Illinois 2 (4%) 1.8B (4%) 4 (3%) 1.8B (4%)
  New Jersey 2 (4%) - 3 (3%) -
  Arizona 1 (2%) - 3 (3%) -
  Colorado 1 (2%) - 2 (2%) -
  Alabama 1 (2%) 15.5B (38%) 1 (1%) 15.5B (34%)
  South Carolina 1 (2%) - 1 (1%) -
  Oklahoma 1 (2%) - 1 (1%) -
  Kentucky 1 (2%) - 1 (1%) -
  Iowa 1 (2%) - 1 (1%) -
  District of Columbia 1 (2%) - 1 (1%) -
  Washington - - 1 (1%) -
  Oregon - - 1 (1%) -
  Ohio - - 1 (1%) -
  North Carolina - - 1 (1%) -
  Minnesota - - 1 (1%) -
  Michigan - - 1 (1%) -
Bermuda - - 7 (6%) 200M (< 1%)
United Kingdom 1 (2%) - 2 (2%) -
Switzerland - - 1 (1%) 1.6B (4%)
Canada - - 1 (1%) -
  Ontario - - 1 (1%) -
Cayman Islands - - 1 (1%) -
Domestic 48 (98%) 41.1B (100%) 107 (90%) 43.9B (96%)
Cross-border 1 (2%) - 12 (10%) 1.8B (4%)
Total 49 $41.1B 119 $45.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (16%) - 36 (30%) 2.2B (5%)
Secondary Buyout 18 (37%) 6.0B (15%) 27 (23%) 7.1B (16%)
Growth Capital 10 (20%) - 18 (15%) -
Stake Purchase 1 (2%) - 13 (11%) -
Divestiture 5 (10%) 15.7B (38%) 8 (7%) 15.7B (34%)
Going Private 5 (10%) 19.4B (47%) 7 (6%) 20.7B (45%)
Recapitalization 2 (4%) - 6 (5%) -
PIPE - - 3 (3%) -
Venture - - 1 (1%) -
Total 49 $41.1B 119 $45.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 16 (27%) 6.6B (38%)
Trade Sale 16 (27%) 1.8B (11%)
Trade Sale - Public Company 13 (22%) 7.6B (44%)
IPO 7 (12%) -
Merger 6 (10%) 792M (5%)
Recapitalization 1 (2%) 350M (2%)
Total 59 $17.1B

Top M&A Advisors

Financial Deals
RBC Capital Markets
 6
J.P. Morgan Securities
 3
Credit Suisse Investment Banking
 3
Legal Deals
Kramer Levin Naftalis & Frankel
 7
Simpson Thacher & Bartlett
 5
Kirkland & Ellis
 5

Deal Values

buy # Total
> $1B 10 $43.6B
$100M to $1B 6 $2.1B
TOTAL $45.7B
Largest CRC Group
$15.5B (2024-02-20)
sell # Total
> $1B 6 $12.6B
$100M to $1B 10 $4.6B
TOTAL $17.1B
Largest OneWest Bank
$3.4B (2015-08-03)

M&A Connections

Deals
Acquired from
Investor(s)
23%
27 (23%)
Strategic(s)
7%
8 (7%)
Exited to
Investor(s)
31%
18 (31%)
Strategic(s)
59%
35 (59%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

55.0B USD

Established

1994

Specialist/Generalist

Specialist

Leadership

Charles Davis

Chairman & Co-CEO

James Carey

Co-CEO

Stephen Friedman

Senior Chairman

Agha Khan

Co-Head of Private Equity

Fayez Muhtadie

Co-Head of Private Equity

FAQ

When was Stone Point Capital founded?

Stone Point Capital was founded in 1994.

What type of investor is Stone Point Capital?

Stone Point Capital is a private equity firm.

Where is Stone Point Capital headquartered?

Stone Point Capital is headquartered in Greenwich, Connecticut.

How much capital does Stone Point Capital have under management?

Stone Point Capital has 55.0B USD under management.

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