Capital Z Partners Advantage

Capital Z Partners (CZP) is a leading private equity investor focused exclusively on the financial services industry in the U.S. and Europe. Since 1990, CZP and its predecessors have invested in excess of $2.6 billion in over 55 transactions, making CZP one of the most experienced private equity groups specializing in the sector.

During this time, CZP has developed a reputation for executing creative and innovative transactions, as well as partnering with high-quality management teams. As a result, CZP has produced a successful long-term track record investing across the full spectrum of the financial services industry, including insurance, reinsurance, healthcare, specialty finance, asset management and service related businesses.

CZP bases its investment strategy on four basic tenets:

Experience Innovation Partnership Breadth

Experience

The CZP team is one of the most experienced and longest tenured investors in the financial services private equity industry.

Since 1990, CZP and its predecessors have invested in excess of $2.6 billion in over 55 transactions in the United States and Europe. These investments have been made across four private equity funds and one standalone investment vehicle.

The shared experience and common investment philosophy of the team has allowed CZP to source transactions in a proprietary manner, structure investments attractively, and add significant value to portfolio companies. The result has been attractive investment returns for limited partners and opportunities for management teams.

Innovation

The CZP team pioneered the financial services private equity industry, executing the first ever leveraged buyout in the financial services industry - the acquisition of National Re in 1990.

Since then, its creativity and knowledge of the industry have allowed the CZP team to complete many other first-of-a-kind transactions, including:

Partnership

In partnering with management teams, CZP looks to make long-term capital investments to support the strategic and financial objectives of its companies. The target investment size ranges from $30 million of capital to an unlimited maximum from our committed capital base and co-investors.

CZP's sector expertise allows it to work closely with portfolio companies to maximize shareholder value. Management teams typically view CZP as an important resource and a value-adding partner over the life of an investment, which typically ranges from four to seven years.

In partnering with management teams, CZP looks to make long-term capital investments to support the strategic and financial objectives of its companies. CZP's network of relationships across the financial services industry can be invaluable for management teams as they look to expand their businesses and execute on strategic objectives.

In many sub-sectors of the financial services industry, CZP's relationships with key members of ratings agencies and regulatory bodies can be helpful in navigating those processes with minimum disruption.

CZP can work with portfolio companies in a number of capacities, including:

Breadth

The financial services industry represents the largest single sector of the United States GDP. CZP invests across the spectrum of the financial services industry, including:

Insurance

Depositories / Specialty Finance

Securities / Asset Managers

Services

The experience of the CZP team allows it to find attractive investment opportunities throughout the full breadth of the financial services industry.