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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:

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INSURANCE

  • Property / Casualty

  • Life

  • Health

  • Insurance / Reinsurance

  • Specialty Markets

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SERVICES

  • Insurance Distribution

  • MGA's & Third Party Administrators

  • Claims Management

  • Asset Servicing & Receivable Management

  • Outsource Service Providers to Financial Institutions

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DEPOSITORIES / SPECIALTY FINANCE

  • Commercial Finance

  • Consumer Finance

  • Banks / Thrifts

  • Leasing

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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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MEET OUR TEAM>

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