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

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

Pluribus Labs

Pluribus Labs

Pluribus Labs (“Pluribus”) is a quantitative investment manager that utilizes novel data science applications to create unique, exposure-driven investment solutions for its clients. Based in San Francisco, Pluribus is led by Ken Kroner, Ph.D.

www.pluribuslabs.com

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Pluribus Labs

Pluribus Labs

SVC

Sard Verbinnen & Co.

Sard Verbinnen & Co. is a leading provider of strategic communications solutions to hundreds of global enterprises, Fortune 500 companies, high profile business leaders and investors. SVC advises blue-chip clients across diverse end markets managing overall strategic positioning as well as company-specific events affecting their reputation, business affairs, and market value. SVC’s areas of expertise include M&A, shareholder activism, crisis management, restructuring and shareholder communications, among others.

www.sardverb.com

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SVC

Sard Verbinnen & Co.

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

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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

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
Pluribus Labs

Pluribus Labs

Pluribus Labs (“Pluribus”) is a quantitative investment manager that utilizes novel data science applications to create unique, exposure-driven investment solutions for its clients. Based in San Francisco, Pluribus is led by Ken Kroner, Ph.D.

www.pluribuslabs.com

close
Pluribus Labs
SVC

Sard Verbinnen & Co.

Sard Verbinnen & Co. is a leading provider of strategic communications solutions to hundreds of global enterprises, Fortune 500 companies, high profile business leaders and investors. SVC advises blue-chip clients across diverse end markets managing overall strategic positioning as well as company-specific events affecting their reputation, business affairs, and market value. SVC’s areas of expertise include M&A, shareholder activism, crisis management, restructuring and shareholder communications, among others.

www.sardverb.com

close
Sard Verbinnen & Co.
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