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 […]
New York, NY October 29, 2024
Data-driven music platform has raised over $235M in just over two years and is now introducing the first-ever asset-backed securitization (ABS) transaction backed by indie artists’ music Duetti, a music platform democratizing catalog monetization for independent artists, today announced it has raised $114 million in new funding. This includes $34 million in equity financing led by Flexpoint Ford, along with participation from […]
New York, NY and Chicago, IL September 17, 2024
Flexpoint Ford (“Flexpoint”), a private equity investment firm specializing in the financial services and healthcare sectors, announced today that it has appointed Emily Henry as Managing Director, Investor Relations and Capital Formation, based in the firm’s New York office. In this role, Ms. Henry will oversee Flexpoint’s investor relations initiatives and lead the firm’s engagement […]
New York, NY and Chicago, IL July 22, 2024
Flexpoint Ford (“Flexpoint”), a private equity investment firm specializing in the financial services and healthcare sectors, is pleased to announce that Josh Tamaroff has joined the healthcare team as a Managing Director in the firm’s New York office. In his new role, Mr. Tamaroff will focus on originating, evaluating and executing investment opportunities in the […]
Chicago, IL and Los Angeles, CA June 25, 2024
Create Music Group, a rapidly growing music and entertainment company, announced today a $165 million investment led by private equity investment firm Flexpoint Ford. Flexpoint seeks to partner with companies that provide differentiated financial solutions and services to growing industries and has significant experience in the music space. The firm’s investment is expected to support […]
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 […]
London, UK July 6, 2023
Bridgehaven Insurance (“Bridgehaven”), a new hybrid-fronting carrier, today announced that it has officially launched following Prudential Regulatory Authority (“PRA”) approval. The UK-based company has the backing of Flexpoint Ford (“Flexpoint”), a private equity firm with significant experience investing in the insurance sector. Bridgehaven’s vision is to become the leading UK hybrid-fronting insurer of commercial & […]
Amherst, NY June 28, 2023
Parkview Health Services, LLC (“Parkview” or “PHS”), an innovative provider of specialized pharmacy services, is excited to announce a strategic growth investment from ArtesRx, LLC (“ArtesRx”), an affiliate of Flexpoint Ford (“Flexpoint”), a private equity firm specializing in investments in the healthcare and financial services industries. The transaction closed on June 23, 2023. Flexpoint partnered with experienced […]
Carmel, IN/New York, NY June 21, 2023
Partnership to accelerate Baker Hill’s growth trajectory, positioning the company for success amid strong market demand from financial institutions for lending and risk management solutions Baker Hill (the “Company”), a provider of cloud-based, end-to-end loan origination, risk management, and analytics software, today announced that Flexpoint Ford (“Flexpoint”), a private equity firm specializing in investments in […]
Jersey City, NJ May 16, 2023
Funding supports recapitalization of long-term minority investors and SageSure’s capital-efficient growth strategy. SageSure, one of the largest independent managing general underwriters focused on providing catastrophe-exposed property insurance, today announced the close of a $250 million equity investment led by Amwins and Flexpoint Ford (“Flexpoint”), with participation from Ares Management Corporation. The transaction partially recapitalizes SageSure’s […]
Vancouver March 20, 2023
Nettwerk Music Group, Inc (“Nettwerk” or the “Company”), a fast-growing independent music label, announced a significant structured investment and a new strategic partnership with Flexpoint Asset Opportunity Fund II (“Flexpoint”). Existing investors Beedie Capital and Vistara Growth also participated in the investment round and will remain important shareholders in the Company and members of the […]
Cleveland, OH March 1, 2023
Clearstead’s eighth acquisition will expand its presence in the Southwest and bolster its trust capabilities. Clearstead Advisors (“Clearstead”), a high-net-worth focused independent financial advisory firm serving private and institutional clients, has acquired Avalon Trust (“Avalon”), a similarly high-net-worth focused wealth management firm based in New Mexico with additional offices in Ridgewood, New Jersey, and Portland, […]
Chicago, IL January 30, 2023
Flexpoint Ford (“Flexpoint”), a private equity investment firm specializing in the financial services and healthcare industries, announced today the promotion of Jennifer Kim to Principal, effective immediately. “Jennifer has played a key role on Flexpoint’s financial services investment team over the past several years and it is my pleasure to recognize her with this promotion,” […]
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