
Fund: Trident IV
Investment Date: March 2007
Sector: Warranty
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APCO,
established in 1984, is a leading marketer and administrator
of extended vehicle service contracts and warranties sold
by automotive OEM’s as well as automobile and recreational
vehicle dealers located throughout the United States and
Canada. The Company markets its products using the EasyCare
brand, as well as other Private Label automobile manufacturer
brands, through a network of independent agents that specialize
in consulting with and servicing the automotive and RV dealership
market.
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Fund: Trident II
Investment Date: April 2002
Sector: Wholesale insurance broker – professional
liability lines
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ARC
Excess & Surplus is
a leading wholesale insurance broker specializing in Directors & Officers
Liability, Errors & Omissions Insurance, Employment Practices
Liability Insurance, Fiduciary Liability, Crime Insurance, and
other specialty coverages.
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Fund: Trident IV
Investment Date: April 2007
Sector: Banks & Thrifts |
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Atlantic Capital Bancshares is
a Georgia-based, de novo bank focused on middle market commercial business.
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Fund: Trident IV
Investment Date: December 2007
Sector: Asset Management |
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Asset Allocation & Management Company, LLC is a Chicago, IL-based registered independent investment advisor specializing in the management of insurance company assets. AAM offers a comprehensive investment management service that incorporates an array of value added services, including Schedule D Investment Accounting, Dynamic Tax Analysis, and Dynamic Asset/Liability Modeling.
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Fund: Trident II
Investment Date: November 2001
Sector: Insurance and reinsurance
Stock Ticker: NYSE – AXS
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AXIS Capital Holdings Limited (NYSE: AXS) is
a Bermuda-based, global insurance and reinsurance company that
was formed by Trident III in response to the significant market dislocation
that resulted following the events of September 11, 2001. AXIS
focuses on specialty lines of insurance including marine & energy,
aviation & aerospace, war (marine & aviation), commercial
property and political risk. AXIS also writes a reinsurance book
consisting of property catastrophe, property risk, aviation & aerospace,
and marine.
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Fund: Trident III
Investment Date: February 2007
Sector: Environmental & Engineering Consulting
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CAPRI provides
loss prevention, code compliance, quality assurance, geotechnical,
environmental
and related consulting services to the construction industry,
primarily in
Florida and Nevada. The company's customers include large
insurance
companies, real estate developers, and municipal building
departments.
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Fund: Trident III
Investment Date: November 2005
Sector: Asset management
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Castle Point Capital Management is
a value-oriented
long/short equity investor focused on the financial services sector. Castle
Point seeks to maximize long-term absolute risk-adjusted returns
exceeding those of the broader financials averages.
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Fund: Trident IV
Investment Date: December 2007
Sector: Insurance Services
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Cunningham Lindsey is
a is a leading global provider of independent insurance claims management services, including claims adjusting, appraisal and claims and risk management for property and casualty insurance losses.
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Fund: Trident IV
Investment Date: March 2008
Sector: Field Services Outsourcing - Mortgage Lenders and Real Estate Asset Managers
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Cyprexx Services is a field services outsourcing company that provides property preservation and rehabilitation services to residential mortgage lenders and real estate owned asset management firms on residential properties in foreclosure. The company operates as a vendor management firm and uses its nationwide network of 7,000 local vendors to perform field services work. Cyprexx Services also provides property inspection and repair services to its mortgage lender clients.
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Edgewood Partners Insurance Center
Fund: Trident IV
Investment Date: June 2007
Sector: Property Casualty & Benefits Insurance Brokerage
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Edgewood Partners is a new retail property/casualty and employee benefits insurance brokerage firm in the state of California. The firm has a unique investment structure that provides key employees, producers, acquired principals and executive management the opportunity to hold significant equity ownership stakes in the firm.
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Fund: Trident II
Investment Date: November 2001
Sector: Insurance run-off and services
Stock Ticker: NASDAQ - ESGR
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Enstar Holdings Limited (NASDAQ: ESGR) is a Bermuda-based insurance services company that specializes in managing the run-off of property and casualty insurance companies. Enstar Holdings was named Castlewood Holdings until the merger involving Enstar Group Limited and Castlewood Holdings Limited closed in January 2007.
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Fund: Trident IV
Investment Date: March 2007
Sector: Managed Care Services
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GENEX provides its clients with
a broad array of managed
care solutions including utilization management, case management,
medical bill review, preferred provider organizations, Social
Security
representation, information management and related capabilities.
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Fund: Trident III
Investment Date: December 2005
Sector: Global reinsurance
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Harbor Point Limited is a Bermuda-based
global reinsurance company formed by Stone Point Capital in December
2005. Harbor Point is the successor to Chubb Re, the assumed
reinsurance business of the Chubb Corporation, and was formed
with initial capitalization of $1.3 billion, including $200 million
from Trident III as lead investor. The Harbor Point business consists primarily
of assumed treaty reinsurance for property and casualty lines.
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Fund: Trident III
Investment Date: August 2005
Sector: Personal lines insurance agency
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Lane
McVicker, LLC is a personal lines insurance agency headquartered in New York City, with offices in Atlanta, Boca Raton, Chicago, McLean (VA), Morristown, Philadelphia and San Francisco. The company specializes
in personal insurance for high net worth customers, ranging
from homeowners and automobile insurance to specialty lines
such as yachts, fine arts and antique cars. Lane McVicker
has agency appointments with a number of leading high net
worth insurance markets, including AIG, Chubb, Fireman's
Fund and Atlantic Mutual.
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Fund: Trident III
Investment Date: November 2006
Sector: Property casualty insurance brokerage
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Lockton
International Holdings Limited
Lockton International is a new U.K. company formed
to acquire Alexander Forbes International Risk Services (AFIRS), an international
insurance broker that operates in the United Kingdom, Asia and
Latin America with total revenue of approximately £110 million.
Trident III and Lockton, Inc., the largest privately owned insurance
broker in the U.S., worked together as partners on the acquisition
of AFIRS from Alexander Forbes Limited, a publicly-traded South
African financial services company.
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Fund: Trident III
Investment Date: September 2005
Sector: Commercial lending bank
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MagnetBank is a Utah-domiciled
industrial bank with a focus on commercial lending in the southeast.
The company was formed in September 2005 with $48 million
of private equity capital. The bank is led by Darrell Pittard,
the former founder, Chairman and CEO of Premier Bancshares of
Atlanta.
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Fund: Trident III
Investment Date: August 2005
Sector: Wholesale insurance broker
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Mercator
Risk Services, Inc. is a wholesale insurance broker
formed in 2005 with offices in New York, Atlanta, Chicago, Palm Beach and San Francisco. Mercator provides
wholesale and specialty insurance solutions to mid to large
sized retail brokers though the implementation of a new business
model for wholesale insurance placements. The model is built
around broker specialization, customer service and transparency
and provides customers superior solutions by rewarding
teamwork and collaboration.
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Fund: Trident III
Investment Date: December 2006
Sector: Property Casualty Reinsurance
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PARIS
RE Holdings Limited is
a Bermuda-based company formed to acquire the
continuing operations of AXA RE, a diversified global property
and casualty
reinsurance company owned by the AXA Group. PARIS RE was formed with initial capitalization of $1.6 billion, including $200 million from Trident III as lead investor.
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Fund: Trident III
Investment Date: January 2006
Sector: Program administrator and wholesale
insurance broker
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Preferred Concepts, Inc. is a
managing general agent that specializes in providing agents and
brokers nationwide with quick and efficient access to insurance
placements and programs from top- rated carriers. These placements
and programs reflect optimal terms and conditions, competitive
pricing, and unparalleled service and expertise.
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Fund: Trident III
Investment Date: January 2006
Sector: Managing general agent – personal
insurance lines
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Privilege Underwriters, Inc. is
a managing general agent for high net worth personal lines insurance
products formed in January 2006. Privilege has offices in White
Plains, New York. The company has a reciprocal structure to provide coverage initially in Florida.
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Fund: Trident IV
Investment Date: November, 2007
Sector: Asset Management / Insurance Linked Securities
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Securis Investment Partners is
an asset management firm focused on investing in insurance linked securities
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Fund: Trident II
Investment Date: August 2002
Sector: Claims administration, claims fulfillment
and insurance services for wireless handset industry
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Signal Holdings LLC is a leading
provider of third party claims administration and claims fulfillment,
servicing a broad range of warranty markets including wireless
handsets and home appliance warranties.
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Fund: Trident IV
Investment Date: August 2007
Sector: Healthcare |
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Symbion, Inc., headquartered in Nashville, Tennessee, owns and operates a network of short-stay surgical facilities in 23 states. The company’s facilities provide multi-specialty, non-emergency surgical procedures. Stone Point invested in Symbion as part of a take-private transaction.
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Fund: Trident III
Investment Date: September 2004
Sector: Life reinsurance
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Wilton Re Holdings Limited is
a life reinsurance company that was formed by Trident III in 2004 to
provide a new source of life reinsurance capacity in response
to the continuing consolidation in the life reinsurance industry.
The company provides traditional life reinsurance to insurers
seeking additional capital to fund their businesses. Wilton Re
also offers life insurance runoff solutions to allow insurers
reliable, secure exits from unwanted business that is no longer
vital to the growth and success of its owner.
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Fund: Trident III
Investment Date: June 2005
Sector: Outsourcing – mortgage and homebuilding
industries
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ZC Sterling Corporation is a leading
provider of outsourced services to the mortgage industry. The
company's primary business line is managing lender-placed hazard
insurance programs on behalf of mortgage servicers. In addition,
the company provides real estate tax services, voluntary homeowners
insurance programs and other marketing and customer care services
to mortgage servicers and other financial institutions. The company
was formed in 1996 and has over 1,100 employees located in eight
processing and service centers in the United States.
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