Greenville, SC June 11, 2025
Elliott Davis, a top 50 U.S. accounting and advisory firm, is pleased to announce a strategic growth investment from Flexpoint Ford, a private equity investment firm specializing in the financial services sector. The partnership will accelerate the firm’s growth, expand its service offerings and geographic reach, and enhance its ability to attract and retain top […]
Denver, CO March 26, 2025
Public Trust Advisors, LLC (Public Trust), founded in 2011 to manage the investment needs of local governments across the nation, and the PMA Companies (PMA), founded in 1984 to provide customized, integrated financial solutions to the public sector and other institutions, announced the completion of a transaction to combine the firms. Together, Public Trust and […]
Cleveland, OH February 4, 2025
Clearstead Advisors, LLC (“Clearstead”), a rapidly growing registered financial advisor (“RIA”), has acquired the assets of Waveland Family Office LLC, a wealth management firm based in northern suburban Chicago, Illinois with approximately $420 million in assets under management. The deal was signed in early January and closed on January 31. Waveland provides holistic family office […]
New York, NY and Chicago, IL January 30, 2025
Flexpoint Ford, a private equity investment firm specializing in the financial services and healthcare industries, is pleased to announce the promotion of Blake Heyde, Kelsey Hilbrich, and Phil Purcell to Principal, recognizing their outstanding contributions and deep dedication to the firm’s growth and success. “We are excited to recognize the exceptional talent of Blake, Kelsey […]
Chicago, IL December 18, 2024
Strategic investment from Flexpoint Ford to drive Apollo Care’s growth initiatives Proceeds will be used to expand Apollo Care’s innovation pipeline, enhance existing technology, and scale operations Flexpoint Ford’s Jonathan Oka and Elliot Lauzen join Apollo Care’s Board of Directors Apollo Care, a rapidly growing provider of patient access and commercial solutions to the healthcare […]
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