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Denver, CO March 26, 2025

Public Trust Advisors, LLC and the PMA Companies have combined to create an integrated financial services firm serving over 12,000 local governments and other public entities across 26 states

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 December 16, 2024

Clearstead Announces CEO Succession

Clearstead Advisors, LLC (“Clearstead”) today announced that Bradley D. Knapp, CFA, CAIA will become President and Chief Executive Officer on January 1, 2025. Mr. Knapp succeeds David C. Fulton, Jr., CFA, Chief Executive since 2014, who will continue to serve on the firm’s Board of Directors. Clearstead Advisors, headquartered in Cleveland, Ohio, is a rapidly […]

New York, NY November 15, 2023

GoldState Music Announces Partnership with Flexpoint Ford to Pursue Music Catalog Acquisitions

GoldState Music (“GoldState” or “the Company”) today announced a significant investment and a new partnership with funds managed by Flexpoint Ford Asset Opportunities (“Flexpoint”) to accelerate its strategy of investing in music intellectual property assets, including full catalogs, influential copyrights, master recordings, and publishing rights. As part of the partnership, GoldState will source new catalog […]

Harrisburg, PA January 19, 2023

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Keystone Agency Partners (“KAP” or “the Company”), a rapidly growing insurance brokerage platform, today announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II (“Flexpoint”). The investment will further enable KAP to execute its growth strategy and fund the expansion of the Company’s rapidly growing pipeline of platform partners. […]

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