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Stonybrook Capital is a specialist strategic advisory and investment banking firm focused exclusively on the insurance industry. Our independent advice is based on deep industry knowledge and expertise — from long-term industry trends to cutting-edge strategy, products and capital structures. Stonybrook clients include insurers, reinsurers, agents, brokers, managing general underwriters and asset managers, private equity firms, hedge funds and alternative asset managers. We have insights based on long experience, unmatched industry contacts and a track record of successful outcomes for our clients. We offer perspectives that go far beyond what you can find in publicly available data. Stonybrook Capital is an official member of the National Association of Mutual Insurance Companies ("NAMIC") and is the first, and only, investment bank to do so. Mr. Grassi joins Stonybrook Capital from private practice, where he advises companies in the InsurTech space at various stages of development, structures cross border transactions and serves in private corporate boards. He began his professional career in Switzerland and later as a White & Case fellow in New York. He then joined American International Group, Inc., where, during his 25 year tenure in the insurance and financial services industry, he served in M&A roles and led legal, compliance, regulatory and corporate affairs teams across 5 continents. Mr. Grassi earned a J.D. from the University of Bern School of Law in Switzerland, where he graduated “cum laude”, and received his Master of Laws Degree from Fordham University School of Law in New York. In addition to his professional accomplishments, Grassi is an avid pilot and holds FAA commercial certificates for airplanes and gyroplanes.
SR Realty Trust, Inc. is a private real estate investment trust, or REIT, formed on September 15, 2014 for the purpose of investing in a diversified portfolio of commercial real estate properties and other real estate related assets. Our portfolio consists of various types of commercial real estate property, including industrial, retail, multi-family residential and single-tenant net leased properties. As of December 31, 2017, SR Realty Trust owns over $110 million in assets. Our primary investment objectives are: • To preserve and protect stockholders` capital • To pay consistent distributions to shareholders, and • To deliver long-term capital appreciation The Company`s investment strategy is to acquire and maintain a diversified portfolio of income-producing commercial real estate assets. Our acquisitions focus on stability and consistency of income, disciplined and controlled growth, and transparency to investors. The Company maintains a long-term, buy-and-hold mentality and may also attempt to capitalize on short-term market considerations to maximize our investments.
Based in Philadelphia, PA, Versa Capital Management is a private equity investment firm with more than $1.4 billion of assets under management focused on control investments in special situations involving middle market companies where value and performance growth can be achieved through enhanced operational and financial management. Versa’s portfolio includes retailers Avenue Stores, Bob’s Stores, Eastern Mountain Sports and Sport Chalet; restaurants such as Black Angus Steakhouses; community newspapers under Civitas Media; and manufacturers that service a variety of industries.
Countrywide Financial Corporation is a Calabasas, CA-based company in the Financial Services sector.
J And J Steel is a West Burlington, IA-based company in the Financial Services sector.