Sector

Private Equity in Financial Services

Insurance brokerage, wealth management, specialty finance, and fintech-adjacent platforms.

Firms Active in Financial Services

AS
Adams Street Partners
Chicago, USA

Adams Street Partners is a global private equity firm headquartered in Chicago that specializes in fund of funds strategies, venture capital, and private credit.

AI
Advent International
Boston, United States

Advent International is a global private equity firm specializing in buyouts of companies across North America, Europe, Latin America, and Asia.

AE
Affinity Equity Partners
Hong Kong, Singapore

Affinity Equity Partners is a leading Pan-Asian private equity firm focusing on leveraged buyouts and growth capital transactions across the Asia-Pacific region.

AG
Apollo Global Management
New York City, U.S.

Apollo Global Management is a leading American asset management firm that specializes in alternative asset classes including credit, private equity, and real assets.

AC
Avenue Capital Group
New York City, USA

Avenue Capital Group is an American multinational investment firm specializing in distressed securities and private equity.

BC
Bain Capital
Boston, USA

Bain Capital is an American private investment firm that specializes in a wide array of alternative asset classes including private equity, venture capital, and credit.

BP
Baring Private Equity Asia
Central, Hong Kong

Baring Private Equity Asia (BPEA) was a leading Asian investment firm headquartered in Hong Kong, focusing on private equity, real estate, and credit.

B&
BDT & MSD Partners
Chicago and New York City, United States

BDT & MSD Partners is an American merchant bank that provides investment advisory services and manages an investment platform focused on family and founder-led companies.

BO
Blue Owl Capital
New York City, United States

Blue Owl Capital is an American alternative investment asset management company listed on the New York Stock Exchange.

BP
BNP Paribas Développement
Paris, France

BNP Paribas Développement is the private equity arm of the French multinational universal bank BNP Paribas, specializing in minority investments in small and medium-sized enterprises (SMEs).

B
Bridgepoint
London, United Kingdom

Bridgepoint Group is a British private investment company that specializes in private equity and credit, listed as a constituent of the FTSE 250 Index.

CG
Carlyle Group
Washington, D.C., United States

The Carlyle Group Inc. is an American multinational financial company specializing in private equity, alternative asset management, and financial services.

CC
CCMP Capital
New York City, United States

CCMP Capital is an American private equity firm focused on leveraged buyout and growth capital transactions.

CP
Centerbridge Partners
New York City, United States

Centerbridge Partners is a multi-strategy private investment firm that specializes in leveraged buyouts and distressed securities.

CC
Cerberus Capital Management
New York City, U.S.

Cerberus Capital Management is an American global alternative investment firm specializing in credit, private equity, and real estate strategies.

C
Cinven
London, United Kingdom

Cinven is a global private equity firm that acquires corporations based in Europe and the United States, as well as emerging market firms.

CD
Clayton, Dubilier & Rice
New York City, U.S.

Clayton, Dubilier & Rice (CD&R) is a prominent American private equity firm and one of the oldest in the world, specializing in buyouts and turnaround management.

CC
CrossHarbor Capital Partners
Boston, USA

CrossHarbor Capital Partners is a Boston-based private equity firm specializing in alternative investments, including real assets, distressed securities, and mezzanine capital.

DF
Defoe Fournier & Cie.
Paris, France

Defoe Fournier & Cie. was an independent boutique investment and merchant banking company that operated from 1824 to 2016.

DC
Diamond Castle Holdings
New York, USA

Diamond Castle Holdings is a New York-based private equity firm specializing in leveraged buyouts and growth capital investments in middle-market companies.

DM
DLJ Merchant Banking
New York City, United States

DLJ Merchant Banking Partners (now aPriori Capital Partners) is a private equity firm originally founded as the investment arm of Donaldson, Lufkin & Jenrette.

DM
DLJ Merchant Banking Partners
New York City, United States

DLJ Merchant Banking Partners (now aPriori Capital Partners) is a private equity firm focused on leveraged buyout transactions, originally founded as the merchant banking arm of Donaldson, Lufkin & Jenrette.

EP
EQT Partners
Stockholm, Sweden

EQT AB is a leading Swedish global investment organization that manages funds across private equity, infrastructure, real estate, and venture capital.

EP
Equistone Partners Europe
London, United Kingdom

Equistone Partners Europe is an independent investment firm that specializes in middle-market buyouts across Europe.

E
Eurazeo
Paris, France

Eurazeo is a leading French private equity firm and investment group headquartered in Paris with a diversified global portfolio.

FA
Five Arrows Principal Investments
Paris, France

Five Arrows is the alternative assets arm of Rothschild & Co, deploying firm capital alongside private and institutional investors.

FG
Fremont Group
San Francisco, United States

Fremont Group is a San Francisco-based private investment firm and family office that manages the capital of the Bechtel family.

FF
Friedman Fleischer & Lowe
San Francisco, United States

FFL Partners, previously known as Friedman Fleischer & Lowe, is an American private equity firm focused on middle-market investments.

FC
Frontenac Company
Chicago, United States

Frontenac is a Chicago-based private equity firm that specializes in lower middle market buyout transactions within the consumer, industrial, and services sectors.

GA
General Atlantic
New York City, United States

General Atlantic is a leading global growth equity firm that provides capital and strategic support for growth companies.

GC
Genstar Capital
San Francisco, United States

Genstar Capital is an American private equity firm that executes leveraged buyout transactions in middle-market companies based in North America.

GG
Golden Gate Capital Partners
San Francisco, United States

Golden Gate Capital is an American private equity firm based in San Francisco that specializes in leveraged buyouts and growth capital investments.

HL
Hamilton Lane
Conshohocken, USA

Hamilton Lane is an American alternative investment management and advisory firm that provides private markets investments to global clients.

HP
HarbourVest Partners
Boston, United States

HarbourVest Partners is a global private equity fund of funds and investment manager that invests in third-party funds and directly in operating companies.

H&
Hellman & Friedman
San Francisco, United States

Hellman & Friedman (H&F) is a leading American private equity firm that specializes in leveraged buyouts and growth capital investments across core service-oriented sectors.

HC
Highland Capital Management
Dallas, United States

Highland Capital Management is an alternative investment management firm specializing in hedge funds, structured investment vehicles, and mutual funds.

HI
Hillhouse Investment
Singapore, Singapore

Hillhouse Investment is a Singapore-headquartered global private equity firm that invests in businesses across various stages and lifecycles.

JF
JC Flowers
New York City, United States

J.C. Flowers & Co. is an American private equity investment firm that specializes exclusively in the financial services sector.

LC
Lightyear Capital
New York City, United States

Lightyear Capital is an American private equity firm based in New York City that focuses on leveraged buyout and growth capital investments within the financial services sector.

MI
Macquarie Infrastructure and Real Assets
Sydney, Australia

Macquarie Infrastructure and Real Assets (now part of Macquarie Asset Management) is a leading global alternative asset manager and the world's largest infrastructure manager.

MP
MBK Partners
Seoul, South Korea

MBK Partners is one of the largest private equity firms in Asia, focusing on buyout and special situations investments in the North Asian market.

NB
Neuberger Berman Private Markets
New York City, U.S.

Neuberger Berman is a private, independent, employee-owned investment management firm that manages portfolios across equities, fixed income, private equity, and hedge funds.

NC
Nordic Capital
Jersey, Jersey

Nordic Capital is a global, sector-specialist private equity firm focused on leveraged buyouts of established companies in Northern Europe and North America.

O
Onex
Toronto, Canada

Onex Corporation is a major Canadian investment management firm that operates as a public company traded on the Toronto Stock Exchange.

P
PAG
Hong Kong, China

PAG is a leading Asian private investment firm managing assets across private equity, real estate, private debt, and hedge funds.

PG
Partners Group
Baar, Switzerland

Partners Group is a Swiss-based global private markets investment firm focused on private equity, infrastructure, real estate, and debt.

SL
Silver Lake
New York City and Menlo Park, United States

Silver Lake is a prominent American private equity firm that specializes in leveraged buyouts and growth capital investments in the technology and technology-enabled sectors.

SG
Société Générale Capital Partenaires
Nanterre, France

Société Générale Capital Partenaires is the private equity arm of the French multinational financial services group Société Générale.

SP
Stone Point Capital
Greenwich, USA

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

TC
The Carlyle Group
Washington, D.C., U.S.

The Carlyle Group is an American multinational private equity and financial services firm specializing in alternative asset management. It is one of the largest investment firms in the world, operating across private equity, real assets, and private credit.

TC
The Cypress Group
New York City, United States

The Cypress Group is an American private equity firm specializing in leveraged buyout investments across various industry sectors.

TC
Trilantic Capital Partners
New York, United States

Trilantic Capital Partners is a global private equity firm focused on control and significant minority investments in the business services, consumer, energy, healthcare, and industrial sectors.

UC
UBS Capital
Zurich, Switzerland

UBS Capital (now part of UBS Asset Management) is the private equity and private markets arm of the Swiss multinational financial services firm UBS.

WP
Warburg Pincus
New York City, USA

Warburg Pincus is a leading global private equity firm and growth investor with a history dating back to 1966.

Portfolio Companies in Financial Services

CompanyParent PE FirmStatus
1741 GroupNordic CapitalCurrent
Aareal BankWarburg PincusCurrent
Aavas FinanciersCVC Capital PartnersCurrent
AbsutWarburg PincusCurrent
ACA GroupGenstar CapitalCurrent
Advisor GroupLightyear CapitalExited
Advisory Research, Inc.TA AssociatesExited
AGA Benefit SolutionsTA AssociatesCurrent
AHAM CapitalCVC Capital PartnersCurrent
AirwallexPAGCurrent
Alera GroupGenstar CapitalCurrent
Allfunds BankWarburg PincusCurrent
AllworthLightyear CapitalCurrent
Allworth (Fund V)Lightyear CapitalExited
Allworth (Fund VI)Lightyear CapitalCurrent
Amber GroupWarburg PincusCurrent
AmeriLifeGenstar CapitalCurrent
Amwins GroupGenstar CapitalCurrent
Amynta GroupMadison Dearborn PartnersCurrent
AnkuraMadison Dearborn PartnersCurrent
Ant FinancialThe Carlyle GroupCurrent
Ant FinancialCarlyle GroupCurrent
AntaresLightyear CapitalExited
ApertureGenstar CapitalCurrent
Apex GroupGenstar CapitalCurrent
Ardonagh GroupMadison Dearborn PartnersCurrent
AscensusGenstar CapitalCurrent
Ascot LloydNordic CapitalCurrent
Asia-Pacific Alternative Asset ManagerBlum CapitalCurrent
Asia-Pacific Alternative Asset Manager (name undisclosed)Blum CapitalExited
AthilonLightyear CapitalExited
Athlon HoldingsBlum CapitalExited
AU Small Finance Bank (fka Fincare)TA AssociatesExited
BakerCorpLightyear CapitalExited
Bamboo InsuranceCVC Capital PartnersCurrent
BanamexGeneral AtlanticCurrent
BankThaiBlum CapitalExited
BilthouseNordic CapitalCurrent
Blue Lantern HealthMadison Dearborn PartnersExited
C&SLightyear CapitalExited
CapitalSourceMadison Dearborn PartnersExited
CaprockTA AssociatesCurrent
CAPTRUSTCarlyle GroupCurrent
CAPTRUSTThe Carlyle GroupCurrent
Cardtronics, Inc.TA AssociatesExited
CascadeLightyear CapitalExited
Cerity PartnersGenstar CapitalCurrent
Cerity PartnersLightyear CapitalExited
Cerity Partners (Fund IV)Lightyear CapitalExited
Cerity Partners (Fund V)Lightyear CapitalCurrent
CeteraLightyear CapitalExited
Cetera Financial GroupGenstar CapitalCurrent
CFGIThe Carlyle GroupCurrent
CFGICarlyle GroupCurrent
CFSLightyear CapitalExited
CIMB Group HoldingBlum CapitalExited
ClarionLightyear CapitalExited
CliffwaterTA AssociatesCurrent
CoreLogicBlum CapitalExited
Craigs Investment PartnersTA AssociatesCurrent
CRC GroupClayton, Dubilier & RiceCurrent
DeepGreenLightyear CapitalExited
Deutsche Bank (Stake)Cerberus Capital ManagementExited
Deutsche Bank AGCerberus Capital ManagementCurrent
DNCA Finance SATA AssociatesExited
DocupaceGenstar CapitalCurrent
Du Xiaoman FinancialCarlyle GroupCurrent
Du Xiaoman FinancialThe Carlyle GroupCurrent
EnduranceLightyear CapitalExited
EskerGeneral AtlanticCurrent
Evanston Capital Management, LLCTA AssociatesExited
EVO PaymentsMadison Dearborn PartnersExited
Exeter Property GroupTA AssociatesExited
Fairstone GroupTA AssociatesCurrent
Farther FinanceGeneral AtlanticCurrent
Financial Guaranty Insurance Company (FGIC)The Cypress GroupExited
First American FinancialBlum CapitalExited
First Eagle Investment Management, LLCTA AssociatesExited
First Eagle InvestmentsGenstar CapitalCurrent
First Republic BankGI PartnersExited
FirstSunLightyear CapitalCurrent
Fisher Funds Management LimitedTA AssociatesCurrent
FlagstoneLightyear CapitalExited
Focus Financial PartnersClayton, Dubilier & RiceCurrent
Frazier & DeeterGeneral AtlanticCurrent
Great Gray Trust CompanyMadison Dearborn PartnersCurrent
Hargreaves LansdownNordic CapitalCurrent
HealthMarkets, Inc.DLJ Merchant BankingExited
HealthMarkets, Inc.DLJ Merchant Banking PartnersExited
HIIGLightyear CapitalExited
HK Savings BankMBK PartnersExited
HostawayGeneral AtlanticCurrent
Hyundai Card & Hyundai Capital ServicesAffinity Equity PartnersExited
ING Life Korea (Orange Life)MBK PartnersExited
ING Life Korea (OrangeLife)MBK PartnersExited
Insurance Office of AmericaMadison Dearborn PartnersCurrent
InszoneLightyear CapitalCurrent
Janus Capital GroupBlum CapitalExited
Jet Support Services, Inc.Genstar CapitalCurrent
Jet Support Services, Inc. (JSSI)Genstar CapitalCurrent
JGWPT Holdings, LLCDLJ Merchant BankingExited
JGWPT Holdings, LLCDLJ Merchant Banking PartnersExited
John H. Harland CompanyBlum CapitalExited
Jupiter Fund ManagementTA AssociatesExited
K2 AdvisorsTA AssociatesExited
Keeley Asset Management Corp.TA AssociatesExited
KeplerLightyear CapitalExited
King Risk PartnersLightyear CapitalCurrent
Kline Hill PartnersTA AssociatesCurrent
Korea First BankBlum CapitalExited
Kyobo Life InsuranceAffinity Equity PartnersCurrent
Kyobo Life InsuranceMBK PartnersCurrent
KyribaGeneral AtlanticCurrent
LendmarkLightyear CapitalCurrent
Lexington PartnersPAGCurrent
LikewizeGenstar CapitalCurrent
Lotte CardMBK PartnersCurrent
MASA GlobalGenstar CapitalCurrent
Max MatthiessenNordic CapitalCurrent
Mercer AdvisorsGenstar CapitalCurrent
Merian Global InvestorsTA AssociatesExited
MoneyGram InternationalMadison Dearborn PartnersCurrent
MoneyGram InternationalBlum CapitalExited
Montpelier Re HoldingsBlum CapitalExited
MyMoney BankCerberus Capital ManagementCurrent
MyMoneyBankCerberus Capital ManagementCurrent
NAULightyear CapitalExited
NavacordMadison Dearborn PartnersCurrent
NeffLightyear CapitalExited
NFP Corp.Madison Dearborn PartnersExited
NIBCLightyear CapitalExited
Nichols CauleyMadison Dearborn PartnersCurrent
NOBA Bank GroupNordic CapitalCurrent
NordnetNordic CapitalExited
Nova Corp.Blum CapitalExited
Numeric Investors LLCTA AssociatesExited
NumerixGenstar CapitalCurrent
Nuveen Investments, Inc.Madison Dearborn PartnersExited
PayPalMadison Dearborn PartnersExited
Portfolio GroupFrontenac CompanyExited
QredNordic CapitalCurrent
RiskPointNordic CapitalCurrent
Sallie Mae (SLM Corp)MBK PartnersExited
Sambla GroupNordic CapitalCurrent
SE GruppeNordic CapitalCurrent
SEI Investment CompanyBlum CapitalExited
Shelter Growth Capital PartnersMetalmark CapitalCurrent
Shinhan Financial GroupAffinity Equity PartnersExited
SnapmintGeneral AtlanticCurrent
Spice Private Equity LtdGP InvestimentosCurrent
Stephano SlackMadison Dearborn PartnersCurrent
Sub-Saharan Africa Financial Institutions PlatformCerberus Capital ManagementCurrent
TangeloAlta Growth CapitalCurrent
TCF Financial Corp.Blum CapitalExited
TinkEurazeoCurrent
UCBH HoldingsBlum CapitalExited
UOB Life Assurance LimitedAffinity Equity PartnersExited
Veracity Payment Solutions, Inc.Blum CapitalExited
Waddell & Reed Financial, Inc.Blum CapitalExited
Washington MutualBlum CapitalExited

Common Investment Themes

Insurance brokerage roll-upsRIA aggregationSpecialty lending
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