Flexpoint Ford and TA Associates Back Combination of Public Trust Advisors and the PMA Companies to Form PTMA Financial Solutions
March 26, 2025
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.
- Buyers
- Flexpoint Ford, TA Associates
- Targets
- Public Trust Advisors, LLC, The PMA Companies
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Flexpoint Ford Makes Strategic Growth Investment in Public Trust Advisors
January 16, 2024
Financial Services
Flexpoint Ford has made a significant minority growth investment in Public Trust Advisors, a Denver-based investment advisory firm serving municipalities, school districts and other local government entities. The partnership will provide capital and industry expertise to help Public Trust expand product offerings, accelerate growth and pursue strategic acquisitions while existing management and founders remain significant shareholders.
-
Brailsford & Dunlavey Merges with Project Management Advisors (PMA)
December 10, 2025
Engineering Services
BCP-backed Brailsford & Dunlavey (B&D) and Project Management Advisors (PMA) have merged to form an integrated institutional program management and real estate advisory platform. The combined firm—supported by Bernhard Capital Partners—brings together more than 450 professionals and expands geographic reach and sector capabilities across higher education, healthcare, life sciences, civic projects and energy infrastructure.
-
PMA Securities Acquires Municipal Advisory Business of Crystal Financial Consultants
December 23, 2021
Financial Services
The Public Finance Group of PMA Securities, LLC acquired the municipal advisory business of Crystal Financial Consultants, Inc. from principal owner Dr. Robert Grossi. Crystal — a top-10 Illinois school municipal advisor — will transition its MA clients to PMA while Dr. Grossi continues to provide non-MA consulting services under the new name Illuminate, Inc.
-
Source Advisors Acquires PMBA
June 5, 2023
Accounting & Tax
Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.
-
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.
-
TA Associates Invests in PDQ.com
August 24, 2021
Software
TA Associates has made a growth investment in PDQ.com, a Salt Lake City–headquartered provider of IT asset management and endpoint management software. The investment will support PDQ's product portfolio expansion and accelerate growth alongside the company's founders and management team.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.