Flexpoint Ford Acquires AFH Financial Group plc

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.

Flexpoint Ford Acquires MGA Homecare

March 4, 2020

Healthcare Services

Chicago-based private equity firm Flexpoint Ford, through its affiliated funds, has acquired MGA Homecare, a provider of home healthcare, therapy and Home and Community-Based Services (HCBS) serving pediatric patients across Arizona, Colorado and Texas. The firm named W. Bradley "Brad" Bennett as CEO and said it will support expansion of MGA's compliance, quality assurance programs and growth into current and new geographic markets.

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 Baker Hill

June 21, 2023

Cloud & SaaS

Flexpoint Ford, a private equity firm focused on financial services and healthcare, has agreed to acquire Baker Hill, a Carmel, Indiana–based provider of cloud-based loan origination, risk management, and analytics software. Baker Hill, previously a portfolio company of The Riverside Company, will continue to be led by CEO John M. Deignan and the existing management team; Flexpoint plans to invest in product innovation and tuck‑in acquisitions to support the company’s growth.

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.

Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms

April 1, 2025

Wealth Management

Perspective Financial Group Ltd has completed nine acquisitions of local UK financial planning and wealth management practices — Square One Wealth Management; Barrie Hough Financial Services; Select Financial Solutions; Friendly Wealth Management; Clarendon Financial Planning; Clarendon FP LLP; Chapter Wealth Management; Paul Horton Financial Solutions; and Inspirational Financial Planning. The deals add approximately £900 million of assets under advice, 2,100 households and four new offices, as Perspective continues a roll-up strategy to scale its advisory platform and absorb regulatory/administrative costs for smaller practices.