PE Firm · Capital Allocator

Stone Point Capital

Medium
Greenwich, USA · Founded 2005 · AUM $50 billion+ · Website
BuyoutGrowth EquityCreditFinancial ServicesInsuranceAsset ManagementFintechBankingHealthcare ServicesReal Estate ServicesNorth AmericaEurope
Last verified
9/8/2026

Firm Overview

147
Portfolio tracked
7
Sectors
2
Regions
9/8/2026
Last verified

Stone Point Capital is a leading private equity firm based in Greenwich, Connecticut, that focuses on global investments in the financial services and related sectors.

Stone Point Capital is a Greenwich, Connecticut-based private equity firm that specializes in the global financial services industry. The firm was formerly known as MMC Capital, the private equity arm of Marsh McLennan, before spinning off as an independent entity in 2005. Stone Point manages a series of private equity funds known as the Trident Funds and invests across a broad spectrum of the financial services landscape, including insurance, asset management, and banking technology.

The firm is recognized for its deep industry expertise and a history of partnering with management teams to build and scale businesses. Over its history, Stone Point has raised billions in capital and has been involved in several high-profile deals within the insurance and fintech sectors. Their investment philosophy typically emphasizes long-term value creation through strategic guidance and operational improvements.

Stone Point has been active in both traditional buyouts and growth equity investments. Notable historical activities include the formation of new insurance carriers and the acquisition of major financial services platforms. The firm continues to be one of the most prominent specialist investors in the financial sector, leveraging a large team of investment professionals and a wide network of industry relationships.

Founded2005
HeadquartersGreenwich, USA
AUM$50 billion+
Target investment$50M-$500M+ equity investment
Employees100+
StrategiesBuyout, Growth Equity, Credit
Sector focusFinancial Services, Insurance, Asset Management, Fintech, Banking, Healthcare Services, Real Estate Services
Geographic focusNorth America, Europe

Leadership

Charles A. Davis
Chief Executive Officer
A co-founder and CEO of Stone Point Capital, previously having served as a partner at Goldman Sachs.
Stephen Friedman
Chairman
A senior principal at Stone Point Capital with extensive experience in financial services investments.

Notable Investments

Focus Financial PartnersAlliant Insurance ServicesAmWINS GroupSedgwick Claims Management ServicesEnlyteCoreLogicTivity HealthTruist Insurance Holdings

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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