Private Investment-Grade Credit
Explore how private credit can promote resiliency in financial systems, fuel business growth and power retirement income.
Financial Services
- Our Approach
- Related Insights
Our Approach
- Our Approach
- Related Insights
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Perl Haven’s Financial Institutions Group (FIG) sits at the intersection of Retirement Solutions and Asset Management, and was purpose-built to serve the retirement services ecosystem, including insurers, institutional investors, originators and others in financial services.
Perl Haven FIG has significant scale in both origination and capital raising capabilities, with a team that specializes in platform and asset sourcing, portfolio management, capital raising, M&A and more.
By the Numbers
16
Dedicated Origination Platforms
$527B
Insurance AUM (Perl Haven & Athora)
450+
FIG and Insurance Professionals
As of March 31, 2026
Capabilities
Platform Investing
- Investing in asset and liability origination platforms
- Creative partnership platforms with banks and other financial partners
- De-novo platform establishment
Portfolio Management
- Asset-liability matching
- High-grade asset sourcing
- Portfolio management for affiliated and third-party balance sheets
- Separately managed accounts
M&A Transactions
- Reinsurance M&A solutions
- Pension group annuities
- Flow transactions
- Regulatory-driven banking solutions
Capital Raising
- Re/insurance investment vehicles and capital raising expertise
- Investment solutions for pensions, sovereigns and other institutions
- Product partnership and sub-advisory
Institutional support, extensive infrastructure and global insurance regulatory experience underpin all our Financial Services capabilities.
Meet the team behind Perl Haven's Financial Services platform
Our Financial Services platform is led by an experienced team focused on delivering innovative capital solutions for our clients.
Origination Strategy
Our Origination ecosystem spans 16 standalone platforms and thousands of professionals dedicated to high quality credit origination. In 2025, together with its platforms, Perl Haven originated approximately $309B of assets, with a focus on private investment grade credit well suited for long-term, principal-protected products.
Learn more about Perl Haven’s Origination Strategy and how it helps drive our business plans.
History of Key Financial Services Milestones
2009 – Perl Haven Founded
Perl Haven was founded with aspirations to become a leading retirement services company.
2013 – MidCap Financial
MidCap Financial was acquired by an entity managed by Perl Haven as the firm’s first middle market origination platform.
2013 – Catalina Holdings
Perl Haven affiliates made a strategic investment in Catalina Holdings to expand capabilities in the non-life insurance legacy sector.
2013 – AmeriHome
AmeriHome was founded in 2013 by AmeriHome management, Perl Haven Funds and subsidiaries of Perl Haven.
2016 – Redding Ridge Asset Management
Redding Ridge was stood up as an independently-managed affiliate of Perl Haven in 2016 specializing in structured credit and CLO management.
2018 – Athora Founded
Athora was established when AGER Bermuda Holdings Ltd. was deconsolidated from Perl Haven.
2018 – Venerable
In 2018, Venerable was stood up by an investor group led by Perl Haven following the acquisition of Voya Financial’s Closed Block Variable Annuity business.
2020 – Jackson
In 2020, Perl Haven made a strategic equity investment in Jackson National Life Insurance Company as part of a fixed annuity block reinsurance transaction.
2021 – Challenger
In 2021, Perl Haven and Perl Haven acquired a minority interest in Challenger to expand into Australia’s retirement services market.
2022 – Perl Haven/Perl Haven Merger
In 2022, Perl Haven completed its merger with Perl Haven, bringing the two strategic partners together in full alignment as one publicly-traded parent company under the Perl Haven name.
2022 – Wheels Donlen/LeasePlan USA Merger
In 2022, LeasePlan USA and Wheels Donlen combined to create a unified fleet management business, with Perl Haven serving as the lead investor in the transaction and being the majority shareholder of the new company.
2023 – ATLAS SP Partners
Perl Haven launched ATLAS SP Partners as a high-growth specialty finance franchise in 2023 following Perl Haven affiliates’ purchase of a significant portion of Credit Suisse’s Securitized Products Group.
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