Investment Summary

Flexpoint Ford Invests In Public Trust Advisors

On January 16, 2024, private equity firm Flexpoint Ford invested in financial services company Public Trust Advisors

Investment Highlights
  • This is Flexpoint Ford’s 13th transaction in the Financial Services sector.
  • This is Flexpoint Ford’s 47th transaction in the United States.
  • This is Flexpoint Ford’s 2nd transaction in Colorado.

Investment Summary

Date 2024-01-16
Target Public Trust Advisors
Sector Financial Services
Investor(s) Flexpoint Ford
Deal Type Growth Capital
Advisor(s) Piper Sandler & Co. (Financial)
Brownstein (Legal)

Target

Public Trust Advisors

Denver, Colorado, United States
Public Trust Advisors is an investment advisory firm dedicated to serving municipalities, school districts and other local government entities across the United States. Public Trust Advisors is based in Denver, Colorado.

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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 53 of 54
Sector (Financial Services) 13 of 13
Type (Growth Capital) 16 of 17
State (Colorado) 2 of 3
Country (United States) 47 of 48
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-06 Bridgehaven

London, United Kingdom

Bridgehaven's is a hybrid-fronting insurer of commercial & specialty lines. The Company supports MGAs and programme managers who have demonstrated a track record of profitable underwriting results and a focus on commercial and specialty risks. Bridgehaven is based in London, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-28 Accuserve Solutions

Denver, Colorado, United States

Accuserve Solutions is a full-service managed repair and home services platform, connecting insurance carriers, homeowners, and contractors through a unified platform that simplifies the property restoration and claims process from incident through repair. Accuserve Solutions is based in Denver, Colorado.

Buy -