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 across North America, Europe, Latin America, and Asia.

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

Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets.

BC
Bain Capital
Boston, United States

Bain Capital is an American private investment firm that specializes in private equity, venture capital, credit, and other alternative asset classes.

B&
BDT & MSD Partners
Chicago and New York City, U.S.

BDT & MSD Partners is an American merchant bank co-headquartered in Chicago and New York City that provides advisory and investment services to family and founder-led companies.

B
Blackstone
New York City, United States

Blackstone Inc. is the world's largest alternative investment management firm, specializing in private equity, real estate, credit, and hedge fund strategies.

BO
Blue Owl Capital
New York City, United States

Blue Owl Capital is an American alternative asset management firm listed on the New York Stock Exchange that specializes in private credit, real estate, and GP stakes.

BC
Blum Capital
San Francisco, USA

Blum Capital is an American private equity firm that pioneers a hybrid strategy for investing in public companies through private equity and strategic block investments.

BP
BNP Paribas Développement
Paris, France

BNP Paribas Développement is the private equity arm of the French multinational financial services group BNP Paribas.

B
Bridgepoint
London, United Kingdom

Bridgepoint Group plc is a British private investment company listed on the London Stock Exchange and a constituent of the FTSE 250 Index.

BC
Bridgepoint Capital
London, England

Bridgepoint Group plc is a UK-based private investment company that specializes in private equity and credit investments.

BG
Bridgepoint Group
London, England

Bridgepoint Group is a British private investment company listed on the London Stock Exchange and a constituent of the FTSE 250 Index.

CG
Carlyle Group
Washington, D.C., U.S.

The Carlyle Group is an American multinational private equity and financial services firm specializing in asset management, real assets, and private credit.

CP
Centerbridge Partners
New York City, United States

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

CC
Cerberus Capital Management
New York City, United States

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 Europe and United States–based corporations and emerging market firms.

CC
CrossHarbor Capital Partners
Boston, USA

CrossHarbor Capital Partners is an American investment firm based in Boston that specializes in private equity, real estate, and alternative investments.

DC
Diamond Castle Holdings
New York City, USA

Diamond Castle Holdings is an American private equity firm specializing in leveraged buyout and growth capital investments in middle-market companies.

DM
DLJ Merchant Banking
New York City, United States

A private equity investment firm originally founded as the merchant banking arm of Donaldson, Lufkin & Jenrette, focusing on leveraged buyout transactions.

DM
DLJ Merchant Banking Partners
New York City, United States

A private equity investment firm focused on leveraged buyout transactions, originally founded as the merchant banking arm of Donaldson, Lufkin & Jenrette.

EP
Equistone Partners Europe
London, United Kingdom

Equistone Partners Europe is a mid-market private equity firm that operates across Europe, focusing on buyouts.

E
Eurazeo
Paris, France

Eurazeo is a leading French private equity firm and investment group headquartered in Paris, managing a diversified portfolio of assets across various sectors globally.

FA
Five Arrows Capital Partners
Paris, France

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

FA
Five Arrows Principal Investments
Paris, France

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

FF
Friedman Fleischer & Lowe
San Francisco, United States

FFL Partners (formerly Friedman Fleischer & Lowe) is an American private equity firm that focuses on leveraged buyouts and growth capital investments in the U.S. middle-market.

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-stage companies across various sectors.

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.

G
GTCR
Chicago, United States

GTCR is a leading American private equity firm that pioneered the Leaders Strategy, focusing on partnering with management leaders to build market-leading companies through acquisitions and organic growth.

HL
Hamilton Lane
Conshohocken, USA

Hamilton Lane is an American alternative investment management and advisory firm that provides private markets solutions to institutional and wealthy individual investors.

HP
HarbourVest Partners
Boston, United States

HarbourVest Partners is a leading global private equity investment manager and fund of funds that invests in venture capital, leveraged buyout 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 target industries.

HC
Highland Capital Management
Dallas, United States

Highland Capital Management is an alternative investment management firm specializing in credit, equity, and structured products.

HI
Hillhouse Investment
Singapore, Singapore

Hillhouse Investment is a Singapore-headquartered global private equity firm that funds businesses across various lifecycle stages, from venture capital to large-scale buyouts.

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.

LS
Lone Star Funds
London, United Kingdom

Lone Star Funds is a global private equity firm that invests in corporate equity, real estate, credit, and other financial assets.

MP
MBK Partners
Seoul, South Korea

MBK Partners is a leading East Asian private equity firm and one of the largest in Asia, specializing in buyouts and special situations across North Asia.

NB
Neuberger Berman Private Markets
New York City, USA

Neuberger Berman is a private, independent, employee-owned investment management firm that manages portfolios for global institutional investors, advisors, and high-net-worth individuals.

NC
Nordic Capital
Stockholm, Sweden

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

OE
One Equity Partners
New York City, United States

One Equity Partners is a middle-market private equity firm that specializes in leveraged buyouts and growth capital investments within the industrial, healthcare, and technology sectors.

P
PAG
Hong Kong, China

PAG is an Asian private investment firm that manages a diverse range of asset classes including private equity, real estate, and private debt.

SG
Société Générale Capital Partenaires
Paris, 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 based in Greenwich, Connecticut, that specializes in investments within the global financial services industry and related sectors.

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

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

TC
The Cypress Group
New York, United States

The Cypress Group is an American private equity firm focused on leveraged buyout investments in companies across a range of 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 middle market across North America and Europe.

UC
UBS Capital
Zurich, Switzerland

UBS Capital (now part of UBS Asset Management's Real Estate and Private Markets business) is the private equity investment 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. The firm invests in a diversified range of industries across various stages of company development.

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
CFGICarlyle GroupCurrent
CFGIThe Carlyle 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 InternationalBlum CapitalExited
MoneyGram InternationalMadison Dearborn PartnersCurrent
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
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
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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