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Our Portfolio
Our portfolio is comprised of a number of diverse financial services businesses led by management teams, each with a proven track record and an achievable growth strategy that we can help accelerate.

Advisors Excel Holdings, LLC
Exited
Alliant Insurance
Exited
Argo Group, Inc.
Exited
Asset Allocation & Management Co., LLC
Exited
Broadstreet Partners, Inc.
Current
Brightclaim, LLC
Current
Cathedral Capital
Exited
Client First Main Street Funding, LLC
Current
Conner Strong
Current
Digital Risk
Exited
DirectPath
Current
eReinsure
Exited
Flores & Associates
Current
Forethought Financial Group, Inc.
Exited
Integro, Limited
Exited
Jones DesLauriers Group of Companies, Inc.
Exited
McBee
Current
PatientMatters Holdings, LLC
Current
PrecisionLender
Current
Priority Care Solutions, LLC
Current
Provant
Current
Social Security Advocates for the Disabled, LLC
Exited
Thompson Insurance Enterprises, LLC
Exited
Torrent Technologies, Inc.
Exited
Ascension Insurance Holdings, LLC
Current
Santa Rosa Holdings, LLC
Current
Catalina Holdings (Bermuda), Limited
Exited
Wilton Re Holdings, Limited
Exited