Our portfolio is composed of innovative and dynamic companies in the financial services and energy industries.
Accelerate Resources Holdings, LLC is a Dallas, TX-based exploration and production company focused on acquiring non-operated working interest positions in the U.S. Eagle Ford shale and Permian Basin.
Accelerate Resources Holdings, LLC is a Dallas, TX-based exploration and production company focused on acquiring non-operated working interest positions in the U.S. Eagle Ford shale and Permian Basin.
Admiral Permian Resources, LLC is a newly-formed exploration and production company focused on the acquisition and development of oil and gas properties in the Permian Basin.
Admiral Permian Resources, LLC is a newly-formed exploration and production company focused on the acquisition and development of oil and gas properties in the Permian Basin.
AloStar Bank of Commerce was a privately held Birmingham, Alabama-based commercial bank focused on providing asset based loans to small and medium-sized businesses.
In September 2017, Alostar was acquired by State Bank Financial Corporation for $48 million in proceeds.
AloStar Bank of Commerce was a privately held Birmingham, Alabama-based commercial bank focused on providing asset based loans to small and medium-sized businesses.
In September 2017, Alostar was acquired by State Bank Financial Corporation for $48 million in proceeds.
Amedeo Capital Limited is an asset manager and niche lessor focused on widebody aircraft leasing.
In December 2017, Pine Brook completed the sale of its majority ownership interest to the company and its management team. Financial terms of the private transaction were not disclosed.
Amedeo Capital Limited is an asset manager and niche lessor focused on widebody aircraft leasing.
In December 2017, Pine Brook completed the sale of its majority ownership interest to the company and its management team. Financial terms of the private transaction were not disclosed.
ATX Energy Partners, LLC is an Austin Texas-based exploration and production company focused on the acquisition and development of acreage positions in unconventional domestic oil and liquids resource plays.
ATX Energy Partners, LLC is an Austin Texas-based exploration and production company focused on the acquisition and development of acreage positions in unconventional domestic oil and liquids resource plays.
Aurigen Capital Limited was a Bermuda-domiciled life reinsurer focused primarily on providing reinsurance to Canadian and U.S. primary life insurers.
In April 2017, Aurigen was acquired by PartnerRe Ltd, for $61.1 million in proceeds.
Aurigen Capital Limited was a Bermuda-domiciled life reinsurer focused primarily on providing reinsurance to Canadian and U.S. primary life insurers.
In April 2017, Aurigen was acquired by PartnerRe Ltd, for $61.1 million in proceeds.
Belmont Green Finance Limited is a UK-based mortgage company focused on residential lending to under-served segments of the UK mortgage market. Its trading name in the UK mortgage market is Vida Homeloans.
Belmont Green Finance Limited is a UK-based mortgage company focused on residential lending to under-served segments of the UK mortgage market. Its trading name in the UK mortgage market is Vida Homeloans.
Better Mortgage is a residential mortgage lender focused on simplifying the origination process for consumers and investors through its online platform.
Better Mortgage is a residential mortgage lender focused on simplifying the origination process for consumers and investors through its online platform.
Brigham Minerals, LLC is an Austin, Texas‐based oil and gas mineral and royalty rights company.
Brigham Minerals, LLC is an Austin, Texas‐based oil and gas mineral and royalty rights company.
Brigham Resources, LLC was an Austin, Texas-based oil and gas exploration and production company. Brigham had two strategies: (i) acquire and develop acreage positions in unconventional domestic oil and liquids resource plays and (ii) acquire the perpetual right to non-operated oil and gas minerals in resource plays from the early land capture stage to “just ahead of the drill-bit”.
In December 2016, Brigham Resources sold its leasehold interests and related assets to Diamondback Energy (NASDAQ: FANG) for total proceeds of $2.55 billion.
Brigham Resources, LLC was an Austin, Texas-based oil and gas exploration and production company. Brigham had two strategies: (i) acquire and develop acreage positions in unconventional domestic oil and liquids resource plays and (ii) acquire the perpetual right to non-operated oil and gas minerals in resource plays from the early land capture stage to “just ahead of the drill-bit”.
In December 2016, Brigham Resources sold its leasehold interests and related assets to Diamondback Energy (NASDAQ: FANG) for total proceeds of $2.55 billion.
Cahill Services, LLC is a Houston, Texas-based provider of specialty rental equipment services to customers in the oil & gas, refining, industrial, petrochemicals, utilities and related industries.
In May 2022, Cahill completed a sale to Rental Equipment Investment Corp. Terms of the transaction were not publicly disclosed.
Cahill Services, LLC is a Houston, Texas-based provider of specialty rental equipment services to customers in the oil & gas, refining, industrial, petrochemicals, utilities and related industries.
In May 2022, Cahill completed a sale to Rental Equipment Investment Corp. Terms of the transaction were not publicly disclosed.
Clear Blue Financial Holdings LLC is a Charlotte, North Carolina-based non-risk bearing insurance business that enables insurers to access the on-shore U.S. market through use of its licensing and rating and services.
www.clearblueinsurancegroup.com
Clear Blue Financial Holdings LLC is a Charlotte, North Carolina-based non-risk bearing insurance business that enables insurers to access the on-shore U.S. market through use of its licensing and rating and services.
www.clearblueinsurancegroup.com
Common Resources, LLC was a Houston-based start-up oil and gas exploration and production company focused on the development of non-conventional resource plays in the domestic onshore basins of the Gulf Coast, West Texas and Mid-Continent.
In May 2010, Common’s assets were sold to EXCO Resources, Inc., BG Group plc and Talisman Energy Inc. for $805 million.
Common Resources, LLC was a Houston-based start-up oil and gas exploration and production company focused on the development of non-conventional resource plays in the domestic onshore basins of the Gulf Coast, West Texas and Mid-Continent.
In May 2010, Common’s assets were sold to EXCO Resources, Inc., BG Group plc and Talisman Energy Inc. for $805 million.
Common Resources II, LLC was a Houston-based oil and gas exploration and production company focused on the development of non-conventional resource plays in the domestic onshore basins of the Gulf Coast, West Texas and Mid-Continent.
The company was formed in 2010 by the founders and executives of Common Resources, LLC, following the successful sale of Common I to EXCO Resources, Inc., BG Group plc and Talisman Energy Inc. for $805 million.
In August 2012, Common Resources II, LLC was sold to a publically-traded exploration and production company with assets in the Permian Basin.
Common Resources II, LLC was a Houston-based oil and gas exploration and production company focused on the development of non-conventional resource plays in the domestic onshore basins of the Gulf Coast, West Texas and Mid-Continent.
The company was formed in 2010 by the founders and executives of Common Resources, LLC, following the successful sale of Common I to EXCO Resources, Inc., BG Group plc and Talisman Energy Inc. for $805 million.
In August 2012, Common Resources II, LLC was sold to a publically-traded exploration and production company with assets in the Permian Basin.
Common Resources III, LLC is a Houston, Texas-based oil and gas exploration and production company. Common III was formed in 2012 by the founders and executives of Common Resources II, LLC, following the successful sale of that company.
Common Resources III, LLC is a Houston, Texas-based oil and gas exploration and production company. Common III was formed in 2012 by the founders and executives of Common Resources II, LLC, following the successful sale of that company.
Elevation Resources Holdings LLC is a Midland, Texas-based oil and gas exploration and production company focused on acquiring and developing partially de-risked and development stage resources in the Permian Basin (West Texas and New Mexico).
Elevation Resources Holdings LLC is a Midland, Texas-based oil and gas exploration and production company focused on acquiring and developing partially de-risked and development stage resources in the Permian Basin (West Texas and New Mexico).
Essent Group Ltd. is a Bermuda-based holding company which, through its wholly owned subsidiaries, provides private mortgage insurance and reinsurance for U.S. residential mortgages.
In October 2013, Essent completed an initial public offering and currently trades on the NYSE under ticker symbol ESNT.
Essent Group Ltd. is a Bermuda-based holding company which, through its wholly owned subsidiaries, provides private mortgage insurance and reinsurance for U.S. residential mortgages.
In October 2013, Essent completed an initial public offering and currently trades on the NYSE under ticker symbol ESNT.
Fair Square Financial Holdings LLC is a Wilmington, DE-based company focused on servicing customers with competitive credit card products. The company utilizes advanced data analytics, modeling and strategic testing to identify segments of customers to whom it can provide a differentiated, superior solution.
In December 2021, Fair Square Financial was acquired by Ally Bank for approximately $750 million.
Fair Square Financial Holdings LLC is a Wilmington, DE-based company focused on servicing customers with competitive credit card products. The company utilizes advanced data analytics, modeling and strategic testing to identify segments of customers to whom it can provide a differentiated, superior solution.
In December 2021, Fair Square Financial was acquired by Ally Bank for approximately $750 million.
Fidelis Insurance Holdings Limited is a Bermuda-based specialty insurance and reinsurance provider, employing an innovative model to optimize the underwriting and asset sides of the balance sheet.
Fidelis Insurance Holdings Limited is a Bermuda-based specialty insurance and reinsurance provider, employing an innovative model to optimize the underwriting and asset sides of the balance sheet.
Forge Energy, LLC was a San Antonio, Texas-based oil and gas exploration and production company. Forge focuses on developing domestic onshore oil and gas resources, both conventional and unconventional.
In December 2017, Forge was sold to Oasis Petroleum Inc. (NYSE: OAS) for a mix of cash and stock equivalent to approximately $946 million.
Forge Energy, LLC was a San Antonio, Texas-based oil and gas exploration and production company. Forge focuses on developing domestic onshore oil and gas resources, both conventional and unconventional.
In December 2017, Forge was sold to Oasis Petroleum Inc. (NYSE: OAS) for a mix of cash and stock equivalent to approximately $946 million.
Global Atlantic Financial Group Limited is a Bermuda-based financial services company focused on the annuity, life insurance and reinsurance markets.
In February 2021, Global Atlantic was acquired by KKR & Co. Inc. for approximately $4.7 billion in an all-cash transaction.
Global Atlantic Financial Group Limited is a Bermuda-based financial services company focused on the annuity, life insurance and reinsurance markets.
In February 2021, Global Atlantic was acquired by KKR & Co. Inc. for approximately $4.7 billion in an all-cash transaction.
Global Oilfield Services, LP was an oilfield products and services company focused on the artificial lift sector, targeting domestic and international onshore markets. Global focused on the high value-added segments of artificial lift equipment, primarily electrical submersible pumps.
In November 2011, Global was sold to Halliburton. Terms of the transaction were not publicly disclosed.
Global Oilfield Services, LP was an oilfield products and services company focused on the artificial lift sector, targeting domestic and international onshore markets. Global focused on the high value-added segments of artificial lift equipment, primarily electrical submersible pumps.
In November 2011, Global was sold to Halliburton. Terms of the transaction were not publicly disclosed.
Green Bancorp, Inc. is a Houston, Texas-based commercial bank offering commercial and industrial and commercial real estate loans through locations in Houston, Dallas and Austin.
On August 7, 2014, Green Bank completed an initial public offering and currently trades on the NASDAQ under ticker symbol GNBC.
Green Bancorp, Inc. is a Houston, Texas-based commercial bank offering commercial and industrial and commercial real estate loans through locations in Houston, Dallas and Austin.
On August 7, 2014, Green Bank completed an initial public offering and currently trades on the NASDAQ under ticker symbol GNBC.
GR Energy Services Holdings LP is a Houston,Texas-based oilfield products and services company focused primarily on onshore production and downhole completion services in North America.
www.grenergyservices.com
GR Energy Services Holdings LP is a Houston,Texas-based oilfield products and services company focused primarily on onshore production and downhole completion services in North America.
www.grenergyservices.com
NBIC Holdings, Inc. was a Rhode Island-based specialty underwriter of homeowners insurance products and services in states along the Eastern seaboard.
In November 2017, NBIC was acquired by Heritage Insurance Holdings, Inc. (NYSE:HRTG) for a mix of stock and cash equivalent to approximately $250 million.
NBIC Holdings, Inc. was a Rhode Island-based specialty underwriter of homeowners insurance products and services in states along the Eastern seaboard.
In November 2017, NBIC was acquired by Heritage Insurance Holdings, Inc. (NYSE:HRTG) for a mix of stock and cash equivalent to approximately $250 million.
Origin Bancorp Inc. is a community bank focused on commercial lending in northern Louisiana, the Dallas/Fort Worth area, Houston and north-central Mississippi.
On May 10, 2018, Origin Bank completed an initial public offering. Origin Bank currently trades on the NASDAQ under ticker symbol OBNK.
Origin Bancorp Inc. is a community bank focused on commercial lending in northern Louisiana, the Dallas/Fort Worth area, Houston and north-central Mississippi.
On May 10, 2018, Origin Bank completed an initial public offering. Origin Bank currently trades on the NASDAQ under ticker symbol OBNK.
Phoenix Exploration Company, LP was an oil and gas exploration company operating primarily in the onshore Gulf Coast and shallow state waters of southern Louisiana.
In August 2011, Phoenix was sold to Apache Corporation. Terms of the transaction were not publicly disclosed.
Phoenix Exploration Company, LP was an oil and gas exploration company operating primarily in the onshore Gulf Coast and shallow state waters of southern Louisiana.
In August 2011, Phoenix was sold to Apache Corporation. Terms of the transaction were not publicly disclosed.
Pursuit is a Houston, Texas-based oil and gas exploration and production company engaged in the identification, evaluation, acquisition and development of unconventional oil and gas projects in the United States.
Pursuit is a Houston, Texas-based oil and gas exploration and production company engaged in the identification, evaluation, acquisition and development of unconventional oil and gas projects in the United States.
Saguaro Resources Ltd is a Calgary, Alberta-based oil and gas exploration and production company focused on developing unconventional light oil and liquids-rich gas resources in the Western Canadian Sedimentary Basin.
Saguaro Resources Ltd is a Calgary, Alberta-based oil and gas exploration and production company focused on developing unconventional light oil and liquids-rich gas resources in the Western Canadian Sedimentary Basin.
Serafina Energy Ltd. is a Calgary, Alberta-based thermal heavy oil company focused on capturing and exploiting projects in the thermal heavy oil belt of Saskatchewan.
In August 2022, Serafina completed a sale to Strathcona Resources Ltd. for C$2.3 billion.
Serafina Energy Ltd. is a Calgary, Alberta-based thermal heavy oil company focused on capturing and exploiting projects in the thermal heavy oil belt of Saskatchewan.
In August 2022, Serafina completed a sale to Strathcona Resources Ltd. for C$2.3 billion.
SPI Aeolus is a Bermuda-based special-purpose insurance company which provides reinsurance and retrocession coverage on a fully-collateralized basis.
In May 2011, Pine Brook, an LP co-investor and a third party each invested $25.0 million to capitalize SPI and begin writing insurance for the June 2011 renewal period. The June 2011 renewal portfolio completed its exposure period in July 2012 generating a profit, and Pine Brook received its capital and its return from the investment.
SPI Aeolus is a Bermuda-based special-purpose insurance company which provides reinsurance and retrocession coverage on a fully-collateralized basis.
In May 2011, Pine Brook, an LP co-investor and a third party each invested $25.0 million to capitalize SPI and begin writing insurance for the June 2011 renewal period. The June 2011 renewal portfolio completed its exposure period in July 2012 generating a profit, and Pine Brook received its capital and its return from the investment.
Strategic Funding Source, Inc. is a New York-based provider of financing to a wide range of businesses including retailers, restaurants, hotels, medical professionals, manufacturers, wholesalers and automotive dealers and suppliers.
Strategic Funding Source, Inc. is a New York-based provider of financing to a wide range of businesses including retailers, restaurants, hotels, medical professionals, manufacturers, wholesalers and automotive dealers and suppliers.
Syndicate Holding Corp. is an insurance company that writes specialty live and run-off insurance within Lloyd’s of London and in the London market.
www.vibesm.com
Syndicate Holding Corp. is an insurance company that writes specialty live and run-off insurance within Lloyd’s of London and in the London market.
www.vibesm.com
Syndicate Holding Corp. is an insurance company that acquires and manages syndicates within Lloyd’s of London. The company offers “reinsurance-to-close” for open syndicate years, which facilitates the release of trapped capital for the original Lloyd’s capital providers and insulates the Lloyd’s Central Fund by injecting incremental capital into Lloyd’s.
Syndicate Holding Corp. is an insurance company that acquires and manages syndicates within Lloyd’s of London. The company offers “reinsurance-to-close” for open syndicate years, which facilitates the release of trapped capital for the original Lloyd’s capital providers and insulates the Lloyd’s Central Fund by injecting incremental capital into Lloyd’s.
Talcott Resolution is a life and annuity insurance company headquartered in Windsor, Connecticut.
In July 2021, Talcott was purchased by Sixth Street for approximately $2.25 billion in an all-cash transaction.
Talcott Resolution is a life and annuity insurance company headquartered in Windsor, Connecticut.
In July 2021, Talcott was purchased by Sixth Street for approximately $2.25 billion in an all-cash transaction.
Third Point Reinsurance Ltd. is a Bermuda-based provider of property and casualty reinsurance coverage to insurance and reinsurance companies on a worldwide basis.
On August 14, 2013, TP Re completed an initial public offering and currently trades on the NYSE under the ticker symbol “TPRE”.
Third Point Reinsurance Ltd. is a Bermuda-based provider of property and casualty reinsurance coverage to insurance and reinsurance companies on a worldwide basis.
On August 14, 2013, TP Re completed an initial public offering and currently trades on the NYSE under the ticker symbol “TPRE”.
Trinitas Capital Management (“TCM”) is a Dallas, TX-based credit investment management company that manages collateralized loan obligations.
In June 2020, Clearlake acquired Pine Brook’s stake in TCM.
Trinitas Capital Management (“TCM”) is a Dallas, TX-based credit investment management company that manages collateralized loan obligations.
In June 2020, Clearlake acquired Pine Brook’s stake in TCM.
United PanAm Financial Corp. is a California-based subprime auto financing company that has origination relationships with a substantial network of independent auto dealers across nearly all 50 states.
In February 2022, UPFC was acquired by Vroom for approximately $300 million in an all-cash transaction.
United PanAm Financial Corp. is a California-based subprime auto financing company that has origination relationships with a substantial network of independent auto dealers across nearly all 50 states.
In February 2022, UPFC was acquired by Vroom for approximately $300 million in an all-cash transaction.
Whitestar Asset Management, LLC is a Dallas, TX-based credit asset manager that manages collateralized loan obligations.
In June 2020, Clearlake acquired Pine Brook’s stake in WhiteStar Asset Management, LLC.
Whitestar Asset Management, LLC is a Dallas, TX-based credit asset manager that manages collateralized loan obligations.
In June 2020, Clearlake acquired Pine Brook’s stake in WhiteStar Asset Management, LLC.
Print Portfolio
The portfolio companies presented are intended to be illustrative of the types of investments that may be made by the Funds and do not include all investments made.