Flexpoint Ford Makes Strategic Growth Investment in Public Trust Advisors

Flexpoint Ford and TA Associates Back Combination of Public Trust Advisors and the PMA Companies to Form PTMA Financial Solutions

March 26, 2025

Financial Services

Private equity firms Flexpoint Ford and TA Associates have backed the combination of Public Trust Advisors, LLC and the PMA Companies to create a new integrated financial services firm, PTMA Financial Solutions. The combined organization, led by CEO Todd Alton with Executive Chairman Jim Davis, serves over 12,000 local governments and public entities across the United States and employs more than 270 people; terms were not disclosed.

Flexpoint Ford Makes Strategic Growth Investment in TigerRisk Partners

April 20, 2020

Financial Services

Flexpoint Ford has made a strategic growth investment in TigerRisk Partners, a Stamford-based risk, capital and strategic advisor to the global insurance and reinsurance industry. The transaction will provide TigerRisk with additional capital and Flexpoint's sector expertise to support product, talent and geographic expansion while existing management and employees remain significant shareholders.

Flexpoint Ford Acquires Majority Stake in Clearstead Advisors

October 8, 2021

Financial Services

Flexpoint Ford has agreed to acquire a majority stake in Clearstead Advisors, a Cleveland-based registered investment advisor with approximately $29 billion in assets under management and advisement. The investment, which will see current investor Rosemont Investment Partners exit its minority stake, is intended to accelerate Clearstead's organic growth and strategic acquisitions and is expected to close by year-end subject to regulatory approval.

Flexpoint Ford Leads $165M Growth Investment in Create Music Group

June 25, 2024

Media & Entertainment

Create Music Group received a $165 million minority investment led by private equity firm Flexpoint Ford, with music industry veteran Charles Goldstuck also joining the round. The capital will fund Create's continued growth, support its technology and service offerings for independent artists and labels, and enable an ambitious acquisition strategy to expand its market presence.

Flexpoint Ford Makes Growth Equity Investment in Apollo Care

December 18, 2024

Healthcare Services

Flexpoint Ford has made a minority growth equity investment in Apollo Care through Flexpoint Fund V. The capital will be used to accelerate Apollo Care's technology and commercial solutions—expanding its patient copay, hub solutions, data warehousing, and commercial analytics offerings; Flexpoint principals Jonathan Oka and Elliot Lauzen will join Apollo Care’s board.

Tritium Partners Makes Growth Investment in PublicRelay

September 20, 2021

Data & Analytics

Tritium Partners has made a strategic growth investment in PublicRelay to accelerate the company's product roadmap, including new analytics and AI capabilities. As part of the transaction, veteran executive Mark Parise joined PublicRelay's board as Executive Chairman; Vista Point Advisors acted as PublicRelay's exclusive financial advisor.