Investment Focus

Stone Point focuses on financial services companies: Investment Range Equity typically $50M-$300M. Stage Focus Growth and buyout. Insurance — P&C and life insurance Asset management — Investment managers Specialty finance — Niche lenders Fintech — Financial technology

Key Takeaways

  • Focus on Financial Services, Technology companies
  • Investment range: $50M-$300M in equity
  • Based in United States
  • Control-oriented investments
  • Growth equity focus

Notable Portfolio

Company Sector Notes Citizens Insurance Insurance P&C insurer Hub International Insurance Insurance brokerage Kestra Asset Management Investment platform Nationwide Insurance Insurance company Merchants Insurance Specialty insurance American Capital Asset Management Investment manager

What Stone Point Looks For

Financial services focus — Deep financial services expertise Market position — Strong competitive position Growth potential — Clear value creation Regulatory compliance — Strong compliance }> Pro Tip Stone Point has deep financial services expertise. Show regulatory compliance and strong risk management.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

Ready to Connect With ?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

Learn More