Investment Focus & Thesis

Stone Point Capital focuses exclusively on financial services companies, seeking businesses with strong market positions and growth potential: Investment Range Equity investments typically ranging from $25 million to $250 million in financial services companies. Sector Focus Insurance, asset management, specialty finance, and financial technology. Insurance — Property and casualty, life insurance, and insurance distribution Asset management — Investment managers, wealth management, and alternative asset managers Specialty finance - Equipment finance, consumer finance, and lease finance Financial technology - Payments, lending technology, and fintech platforms Banking services - Support services and outsourced banking functions

Notable Portfolio Companies

Stone Point Capital has built an extensive portfolio across financial services: Company Sector Notes K2 Insurance Insurance Specialty property and casualty insurance Concentrix Business Services Customer experience and tech services Merchants Fleet Fleet Management Fleet management and vehicle leasing CSAA Insurance Insurance Auto and home insurance Capitalize Financial Technology Financial wellness platform Acrisure Insurance Insurance services and distribution Stone Point has also made significant investments in insurance aggregators, wealth management platforms, and specialty lending businesses.

What Stone Point Looks For

Based on their investment patterns, Stone Point Capital evaluates opportunities based on: Regulatory expertise — Understanding of regulatory frameworks and compliance capabilities Market position - Strong competitive positions in attractive market segments Growth potential - Clear pathways to growth through market expansion or M&A Recurring revenue - Business models with predictable revenue streams Management teams - Experienced financial services executives }> Pro Tip Stone Point brings deep financial services expertise and regulatory knowledge. They look for companies where they can leverage their network and experience to drive growth and operational improvements.

How to Connect With Stone Point

Approaching Stone Point requires demonstrating financial services excellence: 1 Demonstrate Regulatory Compliance Prepare detailed compliance documentation, regulatory examination results, and risk management frameworks. 2 Showcase Financial Metrics Present loss ratios, combined ratios for insurance, assets under management, and other sector-specific metrics. 3 Present Growth Strategy Prepare detailed analysis of market opportunities, M&A pipeline, and organic growth initiatives. 4 Leverage Industry Networks Many deals come through industry advisors, insurance brokers, or investment bankers with relationships at Stone Point.

The Value of Financial Preparedness

PE firms like Stone Point expect detailed financial information for financial services companies: Insurance Metrics • Combined ratio • Loss ratio and expense ratio • Policy count and premium growth • Incurred but not reported (IBNR) Financial Data • EBITDA and net income • Return on equity • Risk-based capital ratios • Investment portfolio performance }> How Eagle Rock Helps We help financial services companies prepare for PE investment by building detailed financial models, regulatory reporting, and investor-quality presentations. Our fractional CFO services ensure your company is ready for financial services due diligence.

Frequently Asked Questions