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 $2.5 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.

http://www.aicap.com/

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Angel Island Capital Management, LLC

Aperio

Aperio Group, LLC (Aperio) is a leading research-based investment management firm specializing in hyper-customized portfolios designed to meet the specific goals and values of advisors and their clients. Aperio offers tax loss harvesting, factor tilts and SRI / ESG strategies via separately-managed accounts to deliver portfolio solutions unique to each client. Headquartered in Sausalito, CA., Aperio has been providing unparalleled client service, consultative support, and sophisticated customization since it was founded in 1999.

 

www.aperiogroup.com

 

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Aperio

Financial American Holding Corp

Financial American Holding Corp

Financial American Insurance Group is a collection of three insurance businesses that primarily provide credit property, credit life, and credit disability insurance.  In existence for over 50 years, the company is headquartered in Miami, Florida and does business nationwide.

www.famli.com

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Financial American Holding Corp

Financial American Holding Corp

Green Street Advisors

Green Street Advisors is a leading provider of research, data and analytics to investors in the commercial real estate space.  The Company, which focuses on both public (e.g., Real Estate Investment Trusts) and private real estate markets, has a long and distinguished track record of delivering independent, high value-add research to a blue chip customer base that includes leading money managers, hedge funds, investment banks, family offices, endowments and sovereign wealth funds.

www.greenstreetadvisors.com

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Green Street Advisors

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.

 

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NassauRE

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.

http://www.pluribuslabs.com/

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Pluribus Labs

Revolos

Revolos (Formerly “Interstate National Dealer Services”) is a leading full service provider of extended warranties and service contracts for new and used motor vehicles. Revolos’ products include service contracts for cars, trucks, recreational vehicles, watercraft, motorcycles and power sport vehicles. Headquartered in Atlanta, Georgia, Revolos has provided innovative products coupled with superior levels of customer service for almost 30 years. Revolos designs, markets and administers its products in 48 states and has issued more than 1 million service contracts since its inception.
www.revolos.com

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Revolos

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

Williston Financial Group

Angel Island Capital Management, LLC

Angel Island Capital Management, LLC (AIC) is a multi-strategy credit investment platform that has approximately $2.5 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.

http://www.aicap.com/

close
Angel Island Capital Management, LLC

Aperio

Aperio Group, LLC (Aperio) is a leading research-based investment management firm specializing in hyper-customized portfolios designed to meet the specific goals and values of advisors and their clients. Aperio offers tax loss harvesting, factor tilts and SRI / ESG strategies via separately-managed accounts to deliver portfolio solutions unique to each client. Headquartered in Sausalito, CA., Aperio has been providing unparalleled client service, consultative support, and sophisticated customization since it was founded in 1999.

 

www.aperiogroup.com

 

close
Aperio

Financial American Holding Corp

Financial American Holding Corp

Financial American Insurance Group is a collection of three insurance businesses that primarily provide credit property, credit life, and credit disability insurance.  In existence for over 50 years, the company is headquartered in Miami, Florida and does business nationwide.

www.famli.com

close
Financial American Holding Corp

Green Street Advisors

Green Street Advisors is a leading provider of research, data and analytics to investors in the commercial real estate space.  The Company, which focuses on both public (e.g., Real Estate Investment Trusts) and private real estate markets, has a long and distinguished track record of delivering independent, high value-add research to a blue chip customer base that includes leading money managers, hedge funds, investment banks, family offices, endowments and sovereign wealth funds.

www.greenstreetadvisors.com

close
Green Street Advisors

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.

 

close
NassauRE

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.

http://www.pluribuslabs.com/

close
Pluribus Labs

Revolos

Revolos (Formerly “Interstate National Dealer Services”) is a leading full service provider of extended warranties and service contracts for new and used motor vehicles. Revolos’ products include service contracts for cars, trucks, recreational vehicles, watercraft, motorcycles and power sport vehicles. Headquartered in Atlanta, Georgia, Revolos has provided innovative products coupled with superior levels of customer service for almost 30 years. Revolos designs, markets and administers its products in 48 states and has issued more than 1 million service contracts since its inception.
www.revolos.com

close
Revolos

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