Fairfield, CA April 9, 2024
GeoVera Insurance Holdings, Ltd. (“GeoVera”), a leading provider of specialty property insurance, today announced that it has entered into a definitive agreement to sell its insurance carriers and managing general agent (“MGA”) businesses. Upon completion of the transactions, a newly formed entity, GeoVera Nova Holdings, Inc. (“GeoVera Nova”), will control four insurance operating subsidiaries: GeoVera […]
Cleveland, OH April 1, 2024
Clearstead Advisors, LLC, a leading registered financial advisor (“RIA”), has acquired the assets of Wilbanks Smith and Thomas Asset Management, LLC (“WST”), a Norfolk, Virginia based wealth and investment management firm with over $5 billion of assets under management. The combination continues Clearstead’s rapid growth trajectory and further consolidates Clearstead’s position among the leading RIAs in the US. After the merger, […]
Denver, CO March 28, 2024
Accuserve Solutions (“Accuserve” or the “Company”), an independent managed repair services platform, and Aquiline Capital Partners LP (“Aquiline”), a private investment specialist in financial services and related technologies, announced today that they have reached an agreement for a majority investment from Flexpoint Ford (“Flexpoint”), a private equity firm specializing in investments in the financial services […]
New York, NY January 30, 2024
Flexpoint Ford (“Flexpoint”), a private equity investment firm specializing in the financial services and healthcare industries, announced today the promotion of Karan Sabharwal to Principal, effective immediately. “Karan has made an immediate impact on Flexpoint’s financial services investment team since joining the firm last year and we look forward to seeing him continue to develop […]
New York, NY January 16, 2024
Public Trust Advisors (“Public Trust” or the “Company”), an investment advisory firm dedicated to serving municipalities, school districts and other local government entities across the United States, announced today that it has received a significant investment from Flexpoint Ford (“Flexpoint”), a private equity firm specializing in investments in the financial services and healthcare industries. This partnership […]
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