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CapGen Financial Group

CapGen Financial Group?uq=UG6efJS6
PE INVESTOR TYPE
Active STATUS
7 PROFESSIONALS
12 INVESTMENTS
12 EXITS
Description

CapGen Financial Group is a private equity firm that invests in the financial service businesses with a particular focus on the community and regional financial institutions, specialty finance and related services. The firm was founded in 2007 and is based in New York, New York.

Website
Investor Status
Actively Seeking New Investments
Year Founded
2007
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
  • 120 West 45th Street
  • Suite 1010
  • New York, NY 10036
  • United States

+1 (212) 000-0000

CapGen Financial Group Investments (12)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
000000000000 00000 31-Dec-2012 0000 0000 Regional Banks Profitable 0000 0000
00000000 000000000 01-Aug-2012 0000000000 000.00 Regional Banks Profitable 0000 0000
000000 0000 28-Jun-2012 0000 0000 National Banks Generating Revenue 000000 000000000
000000 0000000 03-Apr-2012 0000000000 Specialized Finance Profitable 0000 0000
Palmetto Bancshares 09-Feb-2011 PE Growth/Expansion 00.00 Regional Banks Generating Revenue 000000 000000000
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CapGen Financial Group Exits (12)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 0000 01-Jan-2018 000000000000000000 00000 Completed
  • 00000 0000000000
00000000 0000 16-Feb-2017 000000 0000000000 00000 Completed
000000000000 00000 11-Mar-2016 000000000000000000 000.00 Completed
  • 000000 0000
0000000 0000000 00 01-Jan-2016 000000000 00000000 Completed
Seacoast Bank 13-Nov-2015 Secondary Transaction - Open Market 00.000 Completed
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CapGen Financial Group Team (19)

Name Title Deals Funds Boards Office Contact
Info
Robert Merlino Senior Vice President & Senior Analyst New York, NY
Charlie Rogers Senior Vice President & Chief Financial Officer New York, NY
John Sullivan Managing Director & Investment Committee Member 0 New York, NY
Eugene Ludwig JD Founder, Managing Principal & Investment Committee Member 0 New York, NY
John Rose Principal & Investment Committee Member 0 0 0 New York, NY

3 Former Team Members

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