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.
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“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
*Pat Stone is not an investor in any fund sponsored by Golden Gate Private Equity, Inc. (“Golden Gate”). Mr. Stone has not been compensated for any statement regarding Golden Gate; however, he is an Operating Executive of Golden Gate and employed and compensated by a Golden Gate portfolio company and, given his position therewith, may nevertheless feel influenced or incentivized to make positive statements about Golden Gate.
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.
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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.
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NassauRE
Founded in 2015 and based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with three distinct and closely connected businesses: insurance, reinsurance and asset management. Nassau builds creative products that can help protect people’s savings, deliver guaranteed income, and help pay for health care costs in retirement.
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Parallel Advisors
Parallel Advisors is a registered, independent wealth management firm specializing in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families, and trusts accomplish their financial goals. Based in San Francisco but with offices in multiple states, Parallel provides innovative, unrestricted, and comprehensive solutions for all clients. Parallel Advisors proudly manages a large and growing base of client assets and offers deep expertise in tax and estate planning and robust investment management.
https://www.paralleladvisors.com/
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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.
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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.
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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.
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