Investment Summary

Flexpoint Ford Invests In Keystone Agency Partners

On January 19, 2023, private equity firm Flexpoint Ford invested in insurance company Keystone Agency Partners

Investment Highlights
  • This is Flexpoint Ford’s 9th transaction in the Insurance sector.
  • This is Flexpoint Ford’s 43rd transaction in the United States.
  • This is Flexpoint Ford’s 5th transaction in Pennsylvania.

Investment Summary
Date 2023-01-19
Target Keystone Agency Partners
Sector Insurance
Investor(s) Flexpoint Ford
Deal Type Growth Capital

Target

Keystone Agency Partners

Harrisburg, Pennsylvania, United States
Keystone Agency Partners helps independent insurance agencies grow and thrive through strategic acquisition and partnership. With KAI, owners continue to operate their agency, preserving their local presence and respect. Keystone Agency Partners was founded in 2020 and is based in Harrisburg, Pennsylvania.

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Investor(S) 1

Investor

Flexpoint Ford

Chicago, Illinois, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2005
PE ASSETS 7.8B USD
Size Mega
Type Sector Focused
DESCRIPTION

Flexpoint Ford is a private equity firm focused on investments in healthcare and financial services companies. Flexpoint prefers control based investments and looks to commit $50 to $500 million per transaction. The Firm is flexible when it comes to investment structure and asset class. Flexpoint Ford was formed in 2005 and is based in Chicago, Illinois.

DEAL STATS #
Overall 48 of 54
Sector (Insurance) 9 of 11
Type (Growth Capital) 13 of 17
State (Pennsylvania) 5 of 5
Country (United States) 43 of 48
Year (2023) 1 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-09 TigerRisk

Stamford, Connecticut, United States

TigerRisk is a risk, capital, and strategic advisor to the insurance and reinsurance industries. TCMA is a broker-dealer registered with the U.S. Securities and Exchange Commission, a member of FINRA and a member of SIPC, is a wholly-owned subsidiary providing clients strategic advice on mergers, acquisitions, and capital markets products and transactions. TigerRisk was founded in 2008 and is based in Stamford, Connecticut.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-16 SageSure

Jersey City, New Jersey, United States

SageSure is an independent managing general underwriter focused on providing catastrophe-exposed property insurance. The Company specializes in underwriting coastal residential and commercial property insurance in areas prone to natural disaster through its online quoting and binding platform that uses proprietary risk modeling and scoring technology. SageSure distributes its products through independent agents and blue-chip brokers on behalf of multiple highly rated carriers. The Company was founded in 2006 and is headquartered in Jersey City, New Jersey.

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