Financial Services

A long history of investing in the financial services sector.

MDP has been investing in the financial services sector since the late 1990s.

Investment Approach

The MDP Financial Services team is attracted to opportunities where they believe MDP can “buy complexity and sell clarity” and seeks to find companies that we can apply our value creation playbook with strategic focus to create market leaders. These opportunities generally require deep industry knowledge and the ability to bring experience and resources to develop and drive value creation. The team believes that these situations offer compelling return profiles and has been a competitive sourcing advantage.

Focus on Post-Investment Value Creation

Our team leverages its deep network of relationships with executives and industry leaders to help create value for our portfolio companies. We have a track record of supporting our portfolio companies in executing both organic and inorganic growth strategies.

Deep Sector Expertise

Financial Services

We pursue investments in financial services companies exhibiting certain favorable characteristics, such as differentiated distribution, proven servicing and/or technology capabilities; recurring and high free cash flow business models; and favorable industry and/or demographic trends. We focus on investment opportunities with multiple value creation alternatives, including accretive acquisitions, geographic expansion, cost saving opportunities, as well as organic growth initiatives including expanding sales capabilities, developing new channels for distribution and other growth levers.

Our Financial Services team focuses on investment opportunities in the following areas:

  • Insurance and insurance related services, with a key area of focus on opportunities in the insurance distribution / brokerage sectors
  • Financial technology companies including: transaction, payment and processing companies as well as other technology enabled companies that provide services to or support financial institutions
  • Human capital businesses, including: consulting and other professional services companies

Sector Senior Team

Select Deals

Amynta Group
Provider of commercial insurance and extended warranty products & services
Sector: Financial Services
Deal Type: Buyout
Status: Current
Ankura
Provider of business advisory and professional services 
Sector: Financial Services
Deal Type: Growth Equity
Status: Current
Ardonagh Group
Group of insurance brokerage entities based in the U.K.
Sector: Financial Services
Deal Type: Structured
Status: Current
Blue Lantern Health
Technology-driven distributor of Medicare, health and life insurance products
Sector: Financial Services
Deal Type: Buyout
Status: Exited
EVO Payments
Merchant acquirer and payment processor
Sector: Financial Services
Deal Type: Structured
Status: Exited
Great Gray Trust Company
Provider of third-party trustee and administrative services to asset managers and the employer-sponsored retirement market
Sector: Financial Services
Deal Type: Buyout
Status: Current
MoneyGram International
Global cross border peer-to-peer payments and money transfer company
Sector: Financial Services
Deal Type: Buyout
Status: Current
Navacord
Canadian-based insurance and risk management brokerage firm
Sector: Financial Services
Deal Type: Buyout
Status: Current
NFP Corp.
Provider of benefits, insurance and wealth management services
Sector: Financial Services
Deal Type: Buyout
Status: Exited
Nuveen Investments, Inc.
Asset management
Sector: Financial Services
Deal Type: Buyout
Status: Exited
TransUnion
Global credit reporting agency
Sector: Financial Services
Deal Type: Buyout
Status: Exited

Industry Advisory Group

The above companies do not represent all of the investments in MDP’s complete portfolio and have been selected using objective, non-performance based criteria. You should not assume that the investments listed were, or will be, profitable. Please note that the members of the Advisory Roundtable are not employees, officers or affiliates of MDP.