PE Firm · Capital Allocator

Stone Point Capital

Medium
Greenwich, USA · Founded 2005 · AUM $50 billion · Website
BuyoutGrowth EquityFinancial ServicesInsuranceBankingAsset ManagementFinancial TechnologyReal Estate ServicesHealthcare ServicesNorth AmericaEurope
Last verified
8/18/2026

Firm Overview

147
Portfolio tracked
7
Sectors
2
Regions
8/18/2026
Last verified

Stone Point Capital is a private equity firm based in Greenwich, Connecticut, that specializes in investments within the global financial services industry and related sectors.

Stone Point Capital was founded in 2005 following the spin-off of MMC Capital from Marsh McLennan. The firm operates as a specialized private equity manager, focusing exclusively on the global financial services industry and its peripheral sectors. Over its history, the firm has raised several flagship funds under the Trident name, establishing itself as a dominant player in the financial services buyout space.

The firm targets businesses across various sub-sectors including insurance, asset management, outsourced services, and banking. By leveraging deep industry expertise and a vast network of relationships, Stone Point seeks to add value to its portfolio companies through strategic guidance and operational enhancements. The firm is known for its disciplined approach and its ability to navigate complex regulatory environments inherent in the financial sector.

Founded2005
HeadquartersGreenwich, USA
AUM$50 billion
Employees100+
StrategiesBuyout, Growth Equity
Sector focusFinancial Services, Insurance, Banking, Asset Management, Financial Technology, Real Estate Services, Healthcare Services
Geographic focusNorth America, Europe

Leadership

Charles A. Davis
Chief Executive Officer
A co-founder of the firm and former executive at Marsh McLennan, he serves as the Chief Executive Officer.
Stephen Friedman
Chairman and Founding Partner
A founding partner who previously served as a leader in the insurance practice at Goldman Sachs.
James D. Carey激
Managing Director
A senior leader at the firm focusing on a variety of financial services sub-sectors.

Notable Investments

Focus Financial PartnersEnlyte (formerly Mitchell International)激CoreLogic激Alliant Insurance ServicesSedgwick Claims Management ServicesTIAA Bank (now EverBank)激AmWINS GroupDuff & Phelps (now Kroll)激],sectors:[

Historical and current deals referenced in public sources.

Portfolio Companies

CompanySectorStatusWebsite
AAMCurrentVisit ↗
Access Point FinancialCurrentVisit ↗
AchieveCurrentVisit ↗
Alliant Insurance ServicesCurrentVisit ↗
Allied Benefit SystemsCurrentVisit ↗
AloStar Bank of CommerceCurrentVisit ↗
Alterra / MarkelCurrentVisit ↗
Amber RiverCurrentVisit ↗
American Orthopedic PartnersCurrentVisit ↗
Amherst HoldingsCurrentVisit ↗
Amherst Pierpont SecuritiesCurrentVisit ↗
AmTrust Financial ServicesCurrentVisit ↗
APCOCurrentVisit ↗
Applied SystemsCurrentVisit ↗
ARCCurrentVisit ↗
Arch CapitalCurrentVisit ↗
Ardonagh GroupCurrentVisit ↗
AscensusCurrentVisit ↗
Atlantic CapitalCurrentVisit ↗
AtriumCurrentVisit ↗
AXISCurrentVisit ↗
B.H. AcquisitionCurrentVisit ↗
Bay PointCurrentVisit ↗
BeelineCurrentVisit ↗
Black Mountain SystemsCurrentVisit ↗
BridgePointCurrentVisit ↗
BroadstoneCurrentVisit ↗
BullhornCurrentVisit ↗
BusinessolverCurrentVisit ↗
Carlile BancsharesCurrentVisit ↗
Castle PointCurrentVisit ↗
CITCOCurrentVisit ↗
ClearPoint HealthCurrentVisit ↗
ComPsychCurrentVisit ↗
CompWestCurrentVisit ↗
ConsilioCurrentVisit ↗
CotalityCurrentVisit ↗
CRC GroupCurrentVisit ↗
CREACurrentVisit ↗
Cross Ocean PartnersCurrentVisit ↗
Cunningham LindseyCurrentVisit ↗
Customer Contact Channels / C3CurrentVisit ↗
CyprexxCurrentVisit ↗
Danish ReCurrentVisit ↗
DMG BancsharesCurrentVisit ↗
Eagle PointCurrentVisit ↗
Eliassen GroupCurrentVisit ↗
Enhanced CapitalCurrentVisit ↗
EnlyteCurrentVisit ↗
EnstarCurrentVisit ↗
EPICCurrentVisit ↗
EverBankCurrentVisit ↗
FinxeraCurrentVisit ↗
First DataCurrentVisit ↗
Focus FinancialCurrentVisit ↗
Formation CapitalCurrentVisit ↗
Freepoint CommoditiesCurrentVisit ↗
GenexCurrentVisit ↗
Global Specialty RiskCurrentVisit ↗
Gordon BrothersCurrentVisit ↗
Grace HillCurrentVisit ↗
GrandpointCurrentVisit ↗
Greenspoint CapitalCurrentVisit ↗
Gulf InsuranceCurrentVisit ↗
Harbor Community BankCurrentVisit ↗
Harbor Group ConsultingCurrentVisit ↗
Henderson Park CapitalCurrentVisit ↗
HigginbothamCurrentVisit ↗
HireRightCurrentVisit ↗
Hodges-MaceCurrentVisit ↗
Home Point CapitalCurrentVisit ↗
Hyphen SolutionsCurrentVisit ↗
IEQ CapitalCurrentVisit ↗
James RiverCurrentVisit ↗
JND Legal AdministrationCurrentVisit ↗
KaylaReCurrentVisit ↗
Keller WilliamsCurrentVisit ↗
Kensington VanguardCurrentVisit ↗
Kestra HoldingsCurrentVisit ↗
KrollCurrentVisit ↗
Lancaster PollardCurrentVisit ↗
Lane McVickerCurrentVisit ↗
LegalShieldCurrentVisit ↗
Lincoln Property CompanyCurrentVisit ↗
LocktonCurrentVisit ↗
Lone Wolf TechnologiesCurrentVisit ↗
Longevity HoldingsCurrentVisit ↗
LTCGCurrentVisit ↗
MagnetBankCurrentVisit ↗
Merchant Capital Solutions / MCSCurrentVisit ↗
Meridian Capital GroupCurrentVisit ↗
MetLifeCurrentVisit ↗
MillsteinCurrentVisit ↗
New OceanCurrentVisit ↗
New Point Sidecar VehiclesCurrentVisit ↗
NewmarketCurrentVisit ↗
Newport GroupCurrentVisit ↗
NFPCurrentVisit ↗
NOVA GroupCurrentVisit ↗
NXT CapitalCurrentVisit ↗
Oasis OutsourcingCurrentVisit ↗
OmniCurrentVisit ↗
Onboard PartnersCurrentVisit ↗
OneDigitalCurrentVisit ↗
OneWest BankCurrentVisit ↗
PartnerRe / PARIS RECurrentVisit ↗
Preferred ConceptsCurrentVisit ↗
Preston Hollow CapitalCurrentVisit ↗
Prima Capital AdvisorsCurrentVisit ↗
Principal Financial GroupCurrentVisit ↗
Private Client Select Insurance ServicesCurrentVisit ↗
PURECurrentVisit ↗
Rialto CapitalCurrentVisit ↗
Sabal Capital HoldingsCurrentVisit ↗
Safe-GuardCurrentVisit ↗
SambaSafetyCurrentVisit ↗
SCS FinancialCurrentVisit ↗
Securis Investment PartnersCurrentVisit ↗
SedgwickCurrentVisit ↗
SitusAMCCurrentVisit ↗
SKY Harbor CapitalCurrentVisit ↗
Standard BankCurrentVisit ↗
StarStoneCurrentVisit ↗
StoneRiverCurrentVisit ↗
StrettoCurrentVisit ↗
SumRidge PartnersCurrentVisit ↗
SunFireCurrentVisit ↗
SymbionCurrentVisit ↗
Technology InvestmentsCurrent
Ten-XCurrent
The Difference CardCurrent
The SignalCurrent
Tivity HealthCurrent
Tree Line CapitalCurrent
Trident IV CreditCurrent
Trident V CreditCurrent
Trident VI CreditCurrent
TriState Capital HoldingsCurrent
Ultimus Fund SolutionsCurrent
Vanbridge / SharebridgeCurrent
Vensure Employer ServicesCurrent
VerisysCurrent
VertaforeCurrent
VerventCurrent
Wilton ReCurrent
YadkinCurrent
ZC SterlingCurrent

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. 128 portfolio companies have a website on record.

Observational measurements of these companies' public websites only. Not a rating of the companies, their performance, their management, or their investment merit. Not investment advice. Request a correction or removal via Submit Update.

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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