Flexpoint Ford and Shamrock Capital Acquire Podium Entertainment from Presidio Investors

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 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 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.

ArtesRx / Flexpoint Ford Invests in Parkview Health Services

June 23, 2023

Healthcare Services

ArtesRx, a new platform backed by private equity firm Flexpoint Ford and pharmacy executive Dom Meffe, completed a strategic growth investment in Parkview Health Services, closing on June 23, 2023. The capital will be used to scale Parkview’s specialty and congregate-care pharmacy services, accelerate organic growth and pursue complementary acquisitions while Parkview remains headquartered in Amherst, New York and led by CEO Paul O'Leary.

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.

EDF Acquires Pod Point from Panoramic

February 14, 2020

Renewable Energy

EDF Group has acquired Pod Point, the UK’s largest independent electric vehicle (EV) charging network, in a purchase that marks an exit for investor Panoramic Growth Fund 2. The deal positions EDF to accelerate rollout of charging infrastructure across the UK (and support its ambitions in France, Italy and Belgium) and expands EDF’s capabilities in electric mobility.