Location: Charlotte, NC
Investment Year: 2014
Website: www.precisionlender.com
Business Description
PrecisionLender provides a cloud-based, machine-learning solution that enables commercial banks to empower their bankers with actionable, in-the-moment insights and coaching, so they can structure, price, negotiate, and win better deals and build strong, more profitable relationships.
In October 2019, Precision Lender was acquired by Q2.
- Location: Topeka, KS Investment Year: 2011 Exited Year: 2014 Website: www.advisorsexcel.com Business Description Advisors Excel is a Financial Marketing Organization that provides life insurance companies and asset management firms access […]
- Location: Newport Beach, CA Investment Year: 2005 Exited Year: 2007 Website: www.alliantinsurance.com Business Description Alliant focuses on the distribution of specialty-oriented products among public entities, Indian Nations, law firms and […]
- Location: San Antonio, TX Investment Year: 2003 Exited Year: 2005 Website: www.argolimited.com Business Description Argonaut Group (“Argo”) is a diversified commercial lines carrier with approximately two-thirds of its premium derived […]
- Location: Fort Wayne, IN Investment Year: 2017 Website: www.ashbrokerage.com Business Description Ash Brokerage is a brokerage general agent (BGA) that leverages its relationships with insurance carriers to assist advisors […]
- Location: Chicago, IL Investment Year: 2003 Exited Year: 2007 Website: www.aamcompany.com Business Description Asset Allocation & Management (“AAM”) provides fixed income investment management services for insurance companies and develops and […]
- Location: Atlanta, GA Investment Year: 2014 Website: www.brightclaim.com Business Description BrightClaim is a national provider of outsourced insurance property claims services. BrightClaim provides insurance carriers with a suite of […]
- Location: Columbus, OH Investment Year: 2012 Exit Year: 2020 Website: www.broadstreetcorp.com Business Description BroadStreet Partners is a diversified commercial and personal insurance brokerage business. The company has a unique […]
- Location: Bermuda Investment Year: 2007 Exited Year: 2013 Website: www.catalinare.com Business Description Catalina Holdings is a Bermuda-based reinsurance company focused on the acquisition and run-off of property casualty insurance liabilities. […]
- Location: London, England Investment Year: 2002 Exited Year: 2006 Website: www.cathedralcapital.com Business Description Founded as a Lloyd’s investment vehicle in 1997, Cathedral Capital acquired a Lloyd’s managing agency in November […]
- Location: Boca Raton, FL Investment Year: 2014 Website: www.clientfirstfunding.com Business Description Client First is a purchaser of court ordered specialty finance receivables, providing lump sum payments to individuals to […]
- Location: Dunedin, FL Investment Year: 2015 Website: www.colonialclaims.com Business Description Colonial Claims provides insurance claims adjusting and related services with a specific focus on flood. In June 2018, Colonial […]
- Location: Marlton, NJ Investment Year: 2016 Website: www.connerstrong.com Business Description Conner Strong & Buckelew is an insurance, risk management and employee benefits brokerage and consulting firm. In January 2020, […]
- Location: Orlando, Florida Investment Year: 2009 Exited Year: 2013 Website: www.digitalrisk.com Business Description Digital Risk provides mortgage data analytics and risk mitigation services to global financial institutions. The company integrates […]
- Location: Batesville, IN Investment Year: 2004 Exited Year: 2014 Website: www.forethought.com Business Description Forethought Financial serves the United States’ funeral planning professionals with marketing support for Forethought funeral plans funded […]
- Location: Toronto, Ontario Investment Year: 2008 Exited Year: 2011 Website: www.jdimi.com Business Description Jones DesLauriers is one of the largest independent insurance brokerages in Canada. The Company provides over 15,000 […]
- Location: Orlando, FL Investment Year: 2012 Website: www.patientmatters.com Business Description PatientMatters provides a technology-enabled, managed services offering that assists healthcare providers with the identification and management of the self-pay […]
- Location: Charlotte, NC Investment Year: 2014 Website: www.precisionlender.com Business Description PrecisionLender provides a cloud-based, machine-learning solution that enables commercial banks to empower their bankers with actionable, in-the-moment insights and […]
- Location: Tampa, FL Investment Year: 2014 Website: www.prioritycaresolutions.com Business Description Priority Care Solutions is a fully-integrated, national specialty managed care services and network provider for the Workers’ Compensation industry. […]
- Location: Kansas City, MO Investment Year: 2007 Exited Year: 2019 Website: www.relationinsurance.com Business Description Relation, formerly known as Ascension, is a middle market insurance broker which has grown through the […]
- Location: Southfield, MI Investment Year: 2010 Website: www.santarosaconsulting.com Business Description Santa Rosa is a national provider of consulting services to the healthcare industry. The Company supplies healthcare clients with […]
- Location: Norwell, MA Investment Year: 2012 Exited Year: 2016 Website: www.ssadreps.com Business Description Social Security Advocates for the Disabled (SSAD) is a third-party administrator of disability advocacy services focused on […]
- Location: Kennesaw, GA Investment Year: 2007 Exited Year: 2012 Website: www.thomcoins.com Business Description Thompson Insurance (“Thomco”) was a leading national program administrator for complex property-casualty risks. Thomco managed over twenty […]
- Location: Seattle, WA Investment Year: 2010 Exited Year: 2014 Website: www.torrentcorp.com Business Description Torrent Technologies provides transaction processing and compliance services to write-your-own insurance companies within the National Flood Insurance […]
- Location: Wilton, CT Investment Year: 2005 Exited Year: 2012 Website: www.wiltonre.com Business Description Wilton Re Holdings is a Bermuda domiciled life reinsurance group with a life reinsurance subsidiary in the […]
