Imperial PFS (IPFS) Acquires Stonemark, Inc.

Stone Point Recapitalizes First Associates and Combines It with Portfolio Financial Servicing Company (PFSC)

July 16, 2019

Financial Services

Funds managed by Stone Point Capital acquired a majority interest in First Associates Loan Servicing and will combine its operations with Stone Point portfolio company Portfolio Financial Servicing Company (PFSC) to form a larger loan- and lease-servicing platform. The transaction is a recapitalization intended to expand servicing capabilities across consumer and commercial loan markets and accelerate growth through combined technology, capital-markets and compliance expertise.

Stonepeak Acquires Boundary Street Capital

November 12, 2024

Financial Services

Stonepeak has agreed to acquire Boundary Street Capital, a specialist private credit investment manager focused on digital infrastructure, enterprise infrastructure software, and technology services for the lower middle market. The deal expands Stonepeak Credit's private credit capabilities and strengthens its digital infrastructure and technology services investing platform; terms were not disclosed and the transaction closed in January 2025.

Fiserv Acquires StoneCastle Cash Management

December 17, 2025

Financial Services

Fiserv has completed its acquisition of StoneCastle Cash Management, integrating StoneCastle's institutional deposit network and cash management capabilities into Fiserv's payments, core processing and digital banking ecosystem. The deal extends Fiserv's insured deposit and liquidity solutions for financial institutions and merchants and links StoneCastle's capabilities to Fiserv's FIUSD stablecoin and broader cash-management product set; financial terms were not disclosed.

Apex Group Acquires Pacific Fund Systems from Pollen Street

January 11, 2023

Financial Services

Apex Group has acquired Pacific Fund Systems (PFS), the provider of the PFS‑PAXUS fund accounting and administration platform, from Pollen Street Capital. The deal represents Pollen Street’s first exit from its flagship Fund IV and gives Apex additional technology and fund administration capabilities to enhance its global services offering.

PSP Investments Makes Strategic Investment in SitusAMC

April 2, 2020

Real Estate

The Public Sector Pension Investment Board (PSP Investments) made a strategic minority investment in SitusAMC, joining Stone Point Capital as a long-term capital partner. Stone Point remains the largest shareholder and additional shares are held by SitusAMC management; the investment is intended to support SitusAMC's next phase of growth and transformation in the real estate finance industry.

Steward Partners Acquires Freedom Street Partners

November 16, 2023

Wealth Management

Steward Partners Global Advisory has agreed to acquire the wealth management business of FSP Enterprise LLC (d/b/a Freedom Street Partners). The deal brings Freedom Street's network of 38 financial advisors and $3.2 billion in client assets into Steward Partners as the foundation of a new "owned business" division to expand Steward's advisor-acquisition and succession capabilities and accelerate regional expansion.