Capital Bank Financial Corporation was established by Crestview and management in 2009 and grew to $10.1 billion in assets through eight bank acquisitions. Capital Bank completed its $2.2 billion merger with First Horizon National Corporation in November 2017.
Caroline Bliss is a principal at Crestview specializing in financial services investments.
Caroline Bliss joined Crestview as an associate in 2007 and rejoined in 2011 after receiving an M.B.A. from Harvard Business School. As an associate, Caroline evaluated, executed and monitored investments across a variety of sectors. Caroline now focuses on investments in the financial services sector. While enrolled at Harvard Business School, Caroline worked as a summer equity analyst at T. Rowe Price, a global investment management firm. Caroline is currently a director of DARAG Group and Protect My Car. Prior to Crestview, Caroline was an associate consultant at Bain & Company. She received a B.S., summa cum laude, from The Wharton School at the University of Pennsylvania.
DARAG is a Continental Europe-based privately held property and casualty run-off insurance specialist, with a growing presence in the United States and Bermuda.
Prior to the sale to Cott Corporation in 2014, DS was a direct-to-consumer beverage services company that held the #1 or #2 position in home and office delivery of bottled water and a top five position in both office coffee and filtration services.
Protect My Car is a vertically integrated seller and administrator of vehicle service contracts and maintenance products that protect used vehicle owners against unexpected costs of servicing, repairs and replacement.
Select Energy is a leading provider of total water solutions to exploration and production companies in the North American unconventional oil and natural gas markets.
Victory Capital is an investment management firm operating a next-generation, integrated multi-boutique business model with $132.5 billion in assets under management as of July 31, 2020. Victory Capital serves both institutional and retail investors.