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Strategy

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 - $75 million from our committed capital base. With the strength and support of our co-investor base, Capital Z is able to execute significantly larger transactions. A Capital Z investment has an average holding period of approximately 5 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 four partners with over 100 years of combined experience in financial services.

Meet Our Team +