Portfolio Acquires California-Based F&I Agency
The F&I product provider has acquired Folsom, Calif.-based Finance Concepts LLC, one of its largest producing agencies. Terms of the transaction were not disclosed.
The F&I product provider has acquired Folsom, Calif.-based Finance Concepts LLC, one of its largest producing agencies. Terms of the transaction were not disclosed.
Capital Z Partners Management announced it has acquired Portfolio Group Inc. from Frontenac Company LLC. The F&I product provider's current management team will retain their current roles and significant ownership.
Portfolio’s California office has been named as one of the 2015 Best Places to Work in Orange County by the Orange County Business Journal.
Portfolio has again been ranked as the top Diamond provider in the Vehicle Service Contracts – Reinsurance category in the annual Dealers’ Choice Awards.
Portfolio has moved from its headquarters in Irvine to an office in nearby Lake Forest that will accommodate future growth.
Portfolio, a reinsurance manager, is celebrating its 25th year in business by hosting a series of events for employees and agents throughout 2015.
VisionMenu has added Portfolio and Wise F&I to its vRate platform, a feature that allows users of the firm's menu system to rate multiple providers and multiple products simultaneously.
For the fourth time, Portfolio has received a Diamond Award from Auto Dealer Monthly in its annual Dealer’s Choice Awards.
Portfolio, which offers dealers in-depth quarterly cession reports, is now part of F&I Express’ aftermarket eContracting platform.
Former Lyndon Property Insurance Company CEO brings extensive industry experience to his new role at the automotive financial services provider.
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