Aquiline Capital Acquires Majority Stake in Isio Group

Exponent Invests in Isio (formerly KPMG's UK Pensions Advisory Practice)

March 2, 2020

Professional Services

Exponent has invested in Isio, the spin-out of KPMG's UK Pensions Advisory Practice, backing its launch as an independent UK pensions advisory firm. Isio comprises 20 senior partners, about 500 staff across eight regional hubs, advises more than 1,000 clients on pensions and investment matters (managing/overseeing ~£90bn of assets), and will be led by CEO Andrew Coles with Roger Siddle as Chairman.

Aquiline Capital Partners Invests in Dutch Insurance Broker Quintes Holding

July 20, 2020

Financial Services

Aquiline Capital Partners closed an investment in Quintes Holding, a Culemborg-based independent insurance broker focused on serving Dutch SMEs. Quintes will remain headquartered in Culemborg under existing management as Aquiline backs the company’s growth, technology enablement and continued M&A activity in the Netherlands.

Aquiline Capital Partners Takes Majority Stake in SurePoint Technologies

June 2, 2021

Cloud & SaaS

Aquiline Capital Partners has acquired a majority stake in SurePoint Technologies, a cloud provider of practice management and financial software for law firms. Existing investor ParkerGale Capital rolled a portion of its equity and will remain a minority owner; the investment is intended to accelerate product development and platform capabilities for law firm clients.

Aquiline Capital Partners Acquires Majority Stake in Quicken Inc.

October 4, 2021

Software

Aquiline Capital Partners has acquired a majority stake in Quicken Inc. from an affiliate of H.I.G. Capital. Quicken's management, including CEO Eric Dunn, will retain equity and the company will continue operating from its Menlo Park headquarters while partnering with Aquiline to invest in its personal financial management software and digital offerings.

Aquiline Capital Partners Acquires SEI's Family Office Services Business (Archway)

February 27, 2025

Wealth Management

Aquiline Capital Partners has acquired SEI's Family Office Services business for $120 million; the business will operate independently as Archway effective June 30, 2025. Archway delivers accounting, investment reporting and outsourced services to family offices via the Archway Platform (supporting roughly $733 billion in assets) and Aquiline plans to invest in product, customer experience and growth.

Aquiline Capital Partners Acquires Majority Stake in Ontellus

January 6, 2020

Healthcare Services

Aquiline Capital Partners has completed an investment in Ontellus, acquiring a majority ownership stake and investing alongside existing investor The CapStreet Group and management to provide capital for growth. Ontellus, a Houston-based provider of tech-enabled medical and claims records retrieval for insurers and law firms, will use the investment to expand its records retrieval capabilities; financial terms were not disclosed.