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 […]
New York, NY November 15, 2023
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 […]
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