PE Firm · Capital Allocator

Stone Point Capital

Medium
Greenwich, USA · Founded 2005 · AUM $50 billion+ · Website
BuyoutGrowth EquityFinancial ServicesInsuranceAsset ManagementBankingFinancial TechnologyReal Estate ServicesHealthcare ServicesNorth AmericaEurope
Last verified
10/6/2026

Firm Overview

148
Portfolio tracked
7
Sectors
2
Regions
10/6/2026
Last verified

Stone Point Capital is a private equity firm that focuses on investments in the global financial services industry.

Stone Point Capital is a private equity firm based in Greenwich, Connecticut, that specializes in investments within the financial services sector. The firm targets businesses in categories such as insurance, asset management, and banking. It was founded in 2005 as a spin-off from Marsh McLennan, where it previously operated as MMC Capital.

The firm manages a series of investment funds known as the Trident Funds. Throughout its history, Stone Point has participated in significant deals across the financial landscape, including the formation of start-up insurance companies, acquisitions of established financial institutions, and investments in financial technology providers. It is known for its deep sector expertise and long-term investment horizon within its niche.

Founded2005
HeadquartersGreenwich, USA
AUM$50 billion+
Target investment$50 million to $500 million+ equity per transaction
Employees100+
StrategiesBuyout, Growth Equity
Sector focusFinancial Services, Insurance, Asset Management, Banking, Financial Technology, Real Estate Services, Healthcare Services
Geographic focusNorth America, Europe

Leadership

Charles A. Davis
Chief Executive Officer & Senior Principal
Charles A. Davis is the Chief Executive Officer and a Senior Principal of Stone Point Capital.
James D. Carey
Senior Principal
James D. Carey is a Senior Principal of Stone Point Capital.
Nicolas D. Zerbib
Senior Principal
Nicolas D. Zerbib is a Senior Principal of Stone Point Capital.
Darran A. Baird
Managing Director
Darran A. Baird is a Managing Director of Stone Point Capital.
Andrew Bernstein
Managing Director
Andrew Bernstein is a Managing Director of Stone Point Capital.
Andrew Bosland
Managing Director
Andrew Bosland is a Managing Director of Stone Point Capital.
Scott J. Bronner
Managing Director
Scott J. Bronner is a Managing Director of Stone Point Capital.
Katherine Davis
Managing Director
Katherine Davis is a Managing Director of Stone Point Capital.
Christopher M. Doody
Managing Director
Christopher M. Doody is a Managing Director of Stone Point Capital.
Michael D. Gregorich
Managing Director
Michael D. Gregorich is a Managing Director of Stone Point Capital.
Fazle Husain
Managing Director
Fazle Husain is a Managing Director of Stone Point Capital.
Agha S. Khan
Managing Director
Agha S. Khan is a Managing Director of Stone Point Capital.
Jarryd B. Levine
Managing Director
Jarryd B. Levine is a Managing Director of Stone Point Capital.
James R. Matthews
Managing Director
James R. Matthews is a Managing Director of Stone Point Capital.
Fayez S. Muhtadie
Managing Director
Fayez S. Muhtadie is a Managing Director of Stone Point Capital.
Peter M. Mundheim
Managing Director
Peter M. Mundheim is a Managing Director of Stone Point Capital.
Eric L. Rosenzweig
Managing Director
Eric L. Rosenzweig is a Managing Director of Stone Point Capital.
David J. Wermuth
Managing Director & General Counsel
David J. Wermuth is a Managing Director and the General Counsel of Stone Point Capital.
Stephen Friedman
Senior Advisor
Stephen Friedman is a Senior Advisor and former Chairman of Stone Point Capital.
Robert I. Lipp
Senior Principal
Robert I. Lipp is a Senior Principal of Stone Point Capital.

Notable Investments

CoreLogicAmWINS GroupEnstar GroupSedgwick Claims Management ServicesAlliant Insurance ServicesTIAA BankAscensusCventFocus Financial PartnersKestra Financial

Historical and current deals referenced in public sources.

Portfolio Companies

CompanySectorStatusWebsite
AAM—CurrentVisit ↗
Access Point Financial—CurrentVisit ↗
Achieve—CurrentVisit ↗
Alliant Insurance Services—CurrentVisit ↗
Allied Benefit Systems—CurrentVisit ↗
AloStar Bank of Commerce—CurrentVisit ↗
Alterra / Markel—CurrentVisit ↗
Amber River—CurrentVisit ↗
American Orthopedic Partners—CurrentVisit ↗
Amherst Holdings—CurrentVisit ↗
Amherst Pierpont Securities—CurrentVisit ↗
AmTrust Financial Services—CurrentVisit ↗
APCO—CurrentVisit ↗
Applied Systems—CurrentVisit ↗
ARC—CurrentVisit ↗
Arch Capital—CurrentVisit ↗
Ardonagh Group—CurrentVisit ↗
Ascensus—CurrentVisit ↗
Atlantic Capital—CurrentVisit ↗
Atrium—CurrentVisit ↗
AXIS—CurrentVisit ↗
B.H. Acquisition—CurrentVisit ↗
Bay Point—CurrentVisit ↗
Beeline—CurrentVisit ↗
Black Mountain Systems—CurrentVisit ↗
BridgePoint—CurrentVisit ↗
Broadstone—CurrentVisit ↗
Bullhorn—CurrentVisit ↗
Businessolver—CurrentVisit ↗
Carlile Bancshares—CurrentVisit ↗
Castle Point—CurrentVisit ↗
CITCO—CurrentVisit ↗
ClearPoint Health—CurrentVisit ↗
ComPsych—CurrentVisit ↗
CompWest—CurrentVisit ↗
Consilio—CurrentVisit ↗
Cotality—CurrentVisit ↗
CRC Group—CurrentVisit ↗
CREA—CurrentVisit ↗
Cross Ocean Partners—CurrentVisit ↗
Cunningham Lindsey—CurrentVisit ↗
Customer Contact Channels / C3—CurrentVisit ↗
Cyprexx—CurrentVisit ↗
Danish Re—CurrentVisit ↗
DMG Bancshares—CurrentVisit ↗
EA Risk—CurrentVisit ↗
Eagle Point—CurrentVisit ↗
Eliassen Group—CurrentVisit ↗
Enhanced Capital—CurrentVisit ↗
Enlyte—CurrentVisit ↗
Enstar—CurrentVisit ↗
EPIC—CurrentVisit ↗
EverBank—CurrentVisit ↗
Finxera—CurrentVisit ↗
First Data—CurrentVisit ↗
Focus Financial—CurrentVisit ↗
Formation Capital—CurrentVisit ↗
Freepoint Commodities—CurrentVisit ↗
Genex—CurrentVisit ↗
Global Specialty Risk—CurrentVisit ↗
Gordon Brothers—CurrentVisit ↗
Grace Hill—CurrentVisit ↗
Grandpoint—CurrentVisit ↗
Greenspoint Capital—CurrentVisit ↗
Gulf Insurance—CurrentVisit ↗
Harbor Community Bank—CurrentVisit ↗
Harbor Group Consulting—CurrentVisit ↗
Henderson Park Capital—CurrentVisit ↗
Higginbotham—CurrentVisit ↗
HireRight—CurrentVisit ↗
Hodges-Mace—CurrentVisit ↗
Home Point Capital—CurrentVisit ↗
Hyphen Solutions—CurrentVisit ↗
IEQ Capital—CurrentVisit ↗
James River—CurrentVisit ↗
JND Legal Administration—CurrentVisit ↗
KaylaRe—CurrentVisit ↗
Keller Williams—CurrentVisit ↗
Kensington Vanguard—CurrentVisit ↗
Kestra Holdings—CurrentVisit ↗
Kroll—CurrentVisit ↗
Lancaster Pollard—CurrentVisit ↗
Lane McVicker—CurrentVisit ↗
LegalShield—CurrentVisit ↗
Lincoln Property Company—CurrentVisit ↗
Lockton—CurrentVisit ↗
Lone Wolf Technologies—CurrentVisit ↗
Longevity Holdings—CurrentVisit ↗
LTCG—CurrentVisit ↗
MagnetBank—CurrentVisit ↗
Merchant Capital Solutions / MCS—CurrentVisit ↗
Meridian Capital Group—CurrentVisit ↗
MetLife—CurrentVisit ↗
Millstein—CurrentVisit ↗
New Ocean—CurrentVisit ↗
New Point Sidecar Vehicles—CurrentVisit ↗
Newmarket—CurrentVisit ↗
Newport Group—CurrentVisit ↗
NFP—CurrentVisit ↗
NOVA Group—CurrentVisit ↗
NXT Capital—CurrentVisit ↗
Oasis Outsourcing—CurrentVisit ↗
Omni—CurrentVisit ↗
Onboard Partners—CurrentVisit ↗
OneDigital—CurrentVisit ↗
OneWest Bank—CurrentVisit ↗
PartnerRe / PARIS RE—CurrentVisit ↗
Preferred Concepts—CurrentVisit ↗
Preston Hollow Capital—CurrentVisit ↗
Prima Capital Advisors—CurrentVisit ↗
Principal Financial Group—CurrentVisit ↗
Private Client Select Insurance Services—CurrentVisit ↗
PURE—CurrentVisit ↗
Rialto Capital—CurrentVisit ↗
Sabal Capital Holdings—CurrentVisit ↗
Safe-Guard—CurrentVisit ↗
SambaSafety—CurrentVisit ↗
SCS Financial—CurrentVisit ↗
Securis Investment Partners—CurrentVisit ↗
Sedgwick—CurrentVisit ↗
SitusAMC—CurrentVisit ↗
SKY Harbor Capital—CurrentVisit ↗
Standard Bank—CurrentVisit ↗
StarStone—CurrentVisit ↗
StoneRiver—CurrentVisit ↗
Stretto—CurrentVisit ↗
SumRidge Partners—CurrentVisit ↗
SunFire—CurrentVisit ↗
Symbion—CurrentVisit ↗
Technology Investments—Current—
Ten-X—Current—
The Difference Card—Current—
The Signal—Current—
Tivity Health—Current—
Tree Line Capital—Current—
Trident IV Credit—Current—
Trident V Credit—Current—
Trident VI Credit—Current—
TriState Capital Holdings—Current—
Ultimus Fund Solutions—Current—
Vanbridge / Sharebridge—Current—
Vensure Employer Services—Current—
Verisys—Current—
Vertafore—Current—
Vervent—Current—
Wilton Re—Current—
Yadkin—Current—
ZC Sterling—Current—

Source: https://www.stonepoint.com/portfolio

Portfolio Web Readiness

Not yet assessed

The assessment covers whether AI crawlers and search engines can reach and parse the public site, page performance, transport and security hygiene, and discoverability. 129 portfolio companies have a website on record.

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Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Stone Point Capital and does not provide investment advice.

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