PE  Capital Z Investment Partners

https://www.capitalz.com/





     Office Locations:

142 West 57th Street, 4th Floor
New York, NY 10019
Phone: 212-965-2400
Fax: 212-965-2301

 

Stages:

  • Middle Market


 

Industries:

  • Financial Services

  •  

    Description:

    The Capital Z team is a 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. In partnering with management teams, Capital Z looks to make long-term capital investments to support the strategic and financial objectives of its companies. The target investment size ranges from approximately $25 million - $100 million. 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. Capital Z invests across the spectrum of the financial services industry including Insurance, Services, Deposits, Specialty Finance, and Securities/Asset Managers. Capital Z has a long track record of generating significant co-investment opportunities for its limited partners, strategic partners and other key relationships. Capital Z actively partners with the management teams of portfolio companies. Capital Z typically will assist in the development and implementation of operational improvements, identify and help execute acquisition opportunities and ultimately help oversee the sale and/or IPO process of each investment.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or New York Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Bradley E. Cooper Partner
    Jonathan D. Kelly Partner
    Lauri Testani Controller
    Robert A. Spass Partner
    Roland V. Bernardon Chief Financial Officer

     

    Portfolio companies include:


      Fidelis Insurance Holdings


      Permanent General Company


      Prestige Insurance Holdings


     

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