The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.

The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.

The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.

APPROACH

AREAS OF FOCUS

THEMES
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AREAS OF FOCUS
Capital Z invests in financial services companies primarily based in the US, Bermuda and the UK. Target investment size ranges from approximately $25 million - $100. A Capital Z investment has an average holding period of approximately Four to Seven years.

Capital Z invests across the spectrum of the financial services industry, including:

INSURANCE

Property / Casualty
Life
Health
Insurance / Reinsurance
Specialty Markets

SERVICES

Insurance Distribution
MGA's & Third Party Administrators
Claims Management
Asset Servicing & Receivable Management
Outsource Service Providers to Financial Institutions

DEPOSITORIES / SPECIALTY FINANCE

Commercial Finance
Consumer Finance
Banks / Thrifts
Leasing

SECURITIES / ASSET MANAGERS

Fund Management
Broker-Dealers / Trading Platforms
Financial Advisory / Wealth Management

One of the Most Experienced Teams in Financial Services Investing

Capital Z’s private equity team possesses a 25 year track record investing across economic and industry cycles, led by three partners with close to 100 years of combined experience in financial services.

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