Charles Davis Overview
- Firm
- Stone Point Capi...
- Primary Position
-
Chairman and Co-...
- Primary Industry
-
Finance
- Active Board Seats
-
5
- Med. Deal Size
-
- Med. Valuation
-
Charles Davis General Information
Biography
Mr. Charles Davis serves as Chairman and Co-Chief Executive Officer at Stone Point Capital. He served as an Advisory Board Member at Deutsche Bank Securities. He serves on the Board of Directors at AXIS Capital. He serves as a Board Member at Beta Technologies. He chairs the Audit Committee and is a member of the Executive Committee. Davis is the Chief Executive Officer of Stone Point and the Chairman of the Investment Committees of the Trident Funds. Before joining Stone Point in 1998, Mr. Davis was with Goldman, Sachs & Co. for twenty-three years where he served as head of Investment Banking Services worldwide, co-head of the Americas Group, head of the Financial Services Industry Group, a member of the International Executive Committee and a General Partner. Mr. Davis is a director of AXIS Capital Holdings Limited, The Progressive Corporation, Sharebridge Holdings, and StoneRiver Holdings and a former director of several portfolio companies of the Trident Funds, including Sedgwick CMS Holdings and Vertafore.
Contact Information
Address
- 20 Horseneck Lane
- Greenwich, CT 06830
- United States
Charles Davis Positions (2)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| BETA Technologies | Company | Lead Director & Board Member | South Burlington, VT | Aerospace and Defense | |
| Stone Point Capital | Investor | Chairman and Co-Chief Executive Officer | Greenwich, CT | PE/Buyout |
Charles Davis Board Seats (5)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Axis Capital Holdings | Multi-line Insurance | Publicly Held | Formerly PE-Backed | Pembroke, Bermuda | |
| BETA Technologies | Aerospace and Defense | Privately Held (backing) | Venture Capital-Backed | South Burlington, VT | |
| Freepoint Commodities | Media and Information Services (B2B) | Privately Held (backing) | Private Equity-Backed | Stamford, CT | |
| Stone Point Capital | Private Equity | Privately Held (no backing) | Corporation | Greenwich, CT | |
| The Progressive | Automotive Insurance | Publicly Held | Corporation | Mayfield, OH |
Charles Davis Lead Partner on Deals (231)
Charles Davis has been the lead partner on 231 deals. Their latest deal was with Keller Williams Realty, a real estate services (b2c) company. The deal was made on 03-Mar-2025.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| Keller Williams Realty | 03-Mar-2025 | PE Growth/Expansion | Completed | Real Estate Services (B2C) | Austin, TX | |
| Locust Hill Advisors | 24-Feb-2025 | Completed | Other Financial Services | Darien, CT | ||
| Prime Ecosystem | 06-Jan-2025 | Completed | Automation/Workflow Software | Brisbane City, Australia | ||
| Union First Insurance Solutions | 09-Dec-2024 | Completed | Consulting Services (B2B) | Irvine, CA | ||
| The Vanguard Group (Individual 401(k), Multiple Participant Sep and Simple Ira Plans Division) | 30-Sep-2024 | Completed | Other Financial Services | Valley Forge, PA | ||
| KonaSearch | 06-Sep-2024 | Completed | Business/Productivity Software | Somerville, MA | ||
| Planck | 23-Jul-2024 | Completed | Business/Productivity Software | New York, NY | ||
| Mutual of Omaha Insurance (Record-keeping Business) | 01-Jul-2024 | Completed | Other Financial Services | |||
| Textkernel | 18-Jun-2024 | Buyout/LBO | Completed | Business/Productivity Software | Amsterdam, Netherlands | |
| Assured Health Group | 05-Jun-2024 | Buyout/LBO | Completed | Insurance Brokers | West Palm Beach, FL |
Charles Davis Network (3,040)
Board Members (83)
| Name | Company | Representing | Location | From |
|---|---|---|---|---|
| Sheldon Pang | Freepoint Commodities | Freepoint Commodities | Stamford, CT | |
| Michele Buck | The Hershey | The Hershey | Hershey, PA | |
| The Progressive | Self | Mayfield, OH | ||
| The Hershey | Self | Hershey, PA | ||
| Axis Capital Holdings | Self | Pembroke, Bermuda |
Portfolio Executives (2,936)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| James Torrence | Keller Williams Realty | Operating Partner | 03-Mar-2025 | Austin, TX |
| Marc King | Keller Williams Realty | President, KWRI | 03-Mar-2025 | Austin, TX |
| Keller Williams Realty | Vice President of Integration | 03-Mar-2025 | Austin, TX | |
| Keller Williams Realty | Co-Founder, President, Keller Home Financial Services (KHFS) | 03-Mar-2025 | Austin, TX | |
| Keller Williams Realty | Executive Vice Chairman | 03-Mar-2025 | Austin, TX |
Fund Team Members (21)
| Name | Investor | Fund | Fund Location |
|---|---|---|---|
| Harrison Hunter | Stone Point Capital | Trident VIII | Greenwich, CT |
| Andrew Reutter | Stone Point Capital | Trident VII | Greenwich, CT |
| Stone Point Capital | Greenwich, CT | ||
| Stone Point Capital | Greenwich, CT | ||
| Stone Point Capital | Greenwich, CT |
Charles Davis Affiliated Funds (7)
| Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
|---|---|---|---|---|---|---|---|---|
| Trident V | Stone Point Capital | Buyout | Fully Invested | 2010 | ||||
| Trident III | Stone Point Capital | Buyout | Liquidated | 2004 | ||||
| Trident II | Stone Point Capital | Buyout | Liquidated | 1999 | ||||
| Trident VII | Stone Point Capital | Buyout | Fully Invested | 2017 | ||||
| Trident IV | Stone Point Capital | Buyout | Fully Invested | 2007 |
Charles Davis FAQs
-
Who is Charles Davis?
Mr. Charles Davis serves as Chairman and Co-Chief Executive Officer at Stone Point Capital.
-
How much does Charles Davis typically invest?
Charles Davis's median deal size is .
-
What is Charles Davis’s main position?
Charles Davis’s primary position is Chairman and Co-Chief Executive Officer.
-
What are the contact details for Charles Davis?
Charles Davis’s email address is cd and his phone number is +1 (203) .
-
How many active board seats does Charles Davis hold?
Charles Davis holds 5 board seats including Axis Capital Holdings, BETA Technologies, Freepoint Commodities, Stone Point Capital, and The Progressive.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
