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Fairfield, CA April 9, 2024

GeoVera Announces Combination of Its Insurance Carriers with SafePort Insurance Company to Create GeoVera Nova Holdings; Will Simultaneously Sell MGA to SageSure

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 Announces Acquisition of Wilbanks Smith and Thomas

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

Flexpoint Ford Partners with Accuserve to Continue Expansion and Growth Strategy

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 Promotes Karan Sabharwal to Principal

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 Announces Strategic Investment from Flexpoint Ford to Accelerate Growth

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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