Investing Activity

Financial Services

We pursue change-intensive opportunities in the financial services sector, including businesses that are undercapitalized or structurally unsustainable, scalable platforms in fragmented industries poised for strong cash flow generation and growth, or misunderstood and/or undervalued balance sheets. We actively seek opportunities to partner with established businesses in order to unlock value, and also have experience working with entrepreneurs cultivating new platforms in evolving marketplaces. Since 2001, we have successfully completed 15 platform acquisitions and numerous add‐ons. Our activity focuses on a variety of sub-sectors including insurance, asset management and specialty finance.

“Choosing the right capital partner for our consolidation strategy was one of the most critical decisions in founding Williston Financial Group. Golden Gate Capital’s deep domain knowledge, commitment to creating an extremely high quality platform, and steadfast support for the management team were all instrumental to building what is now a successful, scale enterprise.”

-Pat Stone, Founder of Williston Financial Group

Angel Island Capital Management, LLC

Angel Island Capital Management, LLC (AIC) is a multi-strategy credit investment platform that has approximately $4 billion of assets under management. AIC seeks to invest across the capital structure in a variety of credit strategies, including bank loans, high yield bonds, mezzanine debt, distressed debt, and structured equity.  Angel Island Capital is headquartered in San Francisco.

www.aicap.com

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Angel Island Capital Management, LLC

EXOS

Exos was founded in 2018 with a vision to revolutionize institutional finance. Exos has developed a modern platform offering technology-driven financial solutions and services to clients, focusing on areas of institutional finance where advanced technology, automation, data and analytics create maximum value. Areas of focus include asset management, investment banking, sales and trading, wealth management, real estate, alternative assets and technology ventures.

www.exosfinancial.com

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EXOS

FGS Global

FGS Global is the leading strategic communications firm for the stakeholder community, advising hundreds of global enterprises, Fortune 500 companies, high profile business leaders and investors. FGS Global was formed through the merger of Finsbury Glover Hering and Sard Verbinnen and Co. in 2021, and this combination created a clear leader in strategic communications advisory with over 1,200 professionals across 25+ global offices. FGS Global’s areas of expertise include M&A, shareholder activism, crisis management, restructuring and shareholder communications, among others.

www.fgsglobal.com

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FGS Global

Mosaic

Founded in 2021, Mosaic is a next-generation global insurer combining Lloyd’s Syndicate 1609 with sophisticated underwriting talent in a syndicated capital management agency structure. Mosaic focuses on sourcing and underwriting business in specialty insurance lines that require deep industry expertise and operates worldwide with offices in Bermuda, the United States, London, Hong Kong and Singapore.

www.mosaicinsurance.com

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Mosaic

NassauRE

Founded in 2015, Nassau Reinsurance Group (“Nassau Re”) is an insurance and reinsurance platform company focused on acquiring and operating onshore and offshore businesses with long tail liabilities in the life, annuity, and long-term care insurance sectors.  The Golden Gate Capital Opportunity Fund, a perpetual fund structure, provided an equity seed capital commitment of $750 million, which coupled with Nassau Re’s strong and experienced leadership team, uniquely positions Nassau Re to build, acquire, and grow businesses with a long-term view and orientation.

www.nsre.com

 

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NassauRE

Pico

Pico is a leading provider of mission-critical technology services, software, data and analytics for the financial markets community. Pico was founded in 2009 to address the macro trends in electronification of markets across all asset classes and now offers comprehensive financial services trading cloud infrastructure, connectivity, data, software and analytic solutions spanning 55 data centers traversing all key global market centers in the Americas, Europe and Asia.

www.pico.net

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Pico

Williston Financial Group

Williston Financial Group

Williston Financial Group (“WFG”) is a leading provider of homeowner title insurance and related lender services for residential and commercial real estate transactions, dedicated to taking time and cost out of real estate transactions. WFG was formed in late 2009 to capitalize on the dislocation in the title insurance market.

www.wfgnationaltitle.com

close
Williston Financial Group

Williston Financial Group

Angel Island Capital Management, LLC

Angel Island Capital Management, LLC (AIC) is a multi-strategy credit investment platform that has approximately $4 billion of assets under management. AIC seeks to invest across the capital structure in a variety of credit strategies, including bank loans, high yield bonds, mezzanine debt, distressed debt, and structured equity.  Angel Island Capital is headquartered in San Francisco.

www.aicap.com

close
Angel Island Capital Management, LLC

EXOS

Exos was founded in 2018 with a vision to revolutionize institutional finance. Exos has developed a modern platform offering technology-driven financial solutions and services to clients, focusing on areas of institutional finance where advanced technology, automation, data and analytics create maximum value. Areas of focus include asset management, investment banking, sales and trading, wealth management, real estate, alternative assets and technology ventures.

www.exosfinancial.com

close
EXOS

Mosaic

Founded in 2021, Mosaic is a next-generation global insurer combining Lloyd’s Syndicate 1609 with sophisticated underwriting talent in a syndicated capital management agency structure. Mosaic focuses on sourcing and underwriting business in specialty insurance lines that require deep industry expertise and operates worldwide with offices in Bermuda, the United States, London, Hong Kong and Singapore.

www.mosaicinsurance.com

close
Mosaic

NassauRE

Founded in 2015, Nassau Reinsurance Group (“Nassau Re”) is an insurance and reinsurance platform company focused on acquiring and operating onshore and offshore businesses with long tail liabilities in the life, annuity, and long-term care insurance sectors.  The Golden Gate Capital Opportunity Fund, a perpetual fund structure, provided an equity seed capital commitment of $750 million, which coupled with Nassau Re’s strong and experienced leadership team, uniquely positions Nassau Re to build, acquire, and grow businesses with a long-term view and orientation.

www.nsre.com

 

close
NassauRE

Pico

Pico is a leading provider of mission-critical technology services, software, data and analytics for the financial markets community. Pico was founded in 2009 to address the macro trends in electronification of markets across all asset classes and now offers comprehensive financial services trading cloud infrastructure, connectivity, data, software and analytic solutions spanning 55 data centers traversing all key global market centers in the Americas, Europe and Asia.

www.pico.net

close
Pico

FGS Global

FGS Global is the leading strategic communications firm for the stakeholder community, advising hundreds of global enterprises, Fortune 500 companies, high profile business leaders and investors. FGS Global was formed through the merger of Finsbury Glover Hering and Sard Verbinnen and Co. in 2021, and this combination created a clear leader in strategic communications advisory with over 1,200 professionals across 25+ global offices. FGS Global’s areas of expertise include M&A, shareholder activism, crisis management, restructuring and shareholder communications, among others.

www.fgsglobal.com

close
FGS Global
Williston Financial Group

Williston Financial Group

Williston Financial Group (“WFG”) is a leading provider of homeowner title insurance and related lender services for residential and commercial real estate transactions, dedicated to taking time and cost out of real estate transactions. WFG was formed in late 2009 to capitalize on the dislocation in the title insurance market.

www.wfgnationaltitle.com

close
Williston Financial Group
* Realized Investments