Current Portfolio



Fund: Trident IV
Investment Date: March 2007
Sector: Warranty



 

 

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.





Fund: Trident II
Investment Date: April 2002
Sector: Wholesale insurance broker – professional liability lines



 

 

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.

Fund: Trident IV
Investment Date: April 2007
Sector: Banks & Thrifts

 

Atlantic Capital Bancshares is a Georgia-based, de novo bank focused on middle market commercial business.

Fund: Trident IV
Investment Date: December 2007
Sector: Asset Management

 

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

 

 

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

 

 

 

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

 

 

 

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

 

 

 

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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cyprexx

Fund: Trident IV
Investment Date: March 2008
Sector: Field Services Outsourcing - Mortgage Lenders and Real Estate Asset Managers

 

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

 

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

 

 

 

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

 

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

 

 

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

 

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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