Flexpoint Ford

Flexpoint Ford is a private equity firm founded in 2005 and based in Chicago, Illinois. The firm specializes in investments within the financial services and healthcare sectors across the United States. Flexpoint Ford provides capital solutions tailored to a variety of investment sizes and structures, leveraging its industry-specific expertise to support the growth of its portfolio companies. The firm offers strategic insights, operational guidance, and access to essential industry relationships, allowing it to enhance value through effective strategy development and the sharing of best practices.

Christopher J. Ackerman

Managing Partner

Ankit Aggarwal

Vice President

Perry O Ballard

Managing Director

Benjamin F Blum

Principal

Jackson Buonamia

Associate

Rohan Deorah

Associate

Gregory Dock

Associate

Daniel B Edelman

Managing Director

Donald J. Edwards

CEO and Founder

Stephane Essama

Principal

Michael S. Fazekas

Principal

Parth Gandhi

Vice President

Charles E Glew

Managing Director

Dan R Grigorescu

Principal, Healthcare Private Equity

Stephen H. Haworth

CFO

Blake R. Heyde

Vice President

Kelsey Hilbrich

Vice President

Dominic A Hood

Managing Director

Alex Ishin

Senior Associate

Raj Iyengar

Principal

Uday Khanna

Associate

Jennifer Kim

Principal

Rahul Kosgi

Senior Associate

Joe Latkovich

Associate

Elliot R. Lauzen

Healthcare Investment Vice President

Ed Lee

Vice President

Ivy Lee

Principal

Alex Lindsay

Senior Associate

Aidan Marzo

Associate

Francesco Maulini

Associate

Mike Morris

Managing Director

Vilas Nair

Financial Services Investor

Jonathan T Oka

Managing Director

Philip Purcell

Vice President

Noah Radlich

Senior Associate

Sean Saggi

Vice President

Ki Sakuma

Associate

Michael Schmidt

Associate

Mahi Shapally

Senior Associate

Ding Thomas Shi

Principal

Shane Skibitsky

Vice President

Zach Smoler

Vice President

Olivia Stokes

Senior Associate

Arjun Thimmaya

Managing Director

Kevin You

Associate

27 past transactions

Apollo Care

Private Equity Round in 2024
Apollo Care enhances patient care and drug access with tools for manufacturers, pharmacies, and prescribers.

Duetti

Venture Round in 2024
Duetti is a music fintech company that specializes in providing financial solutions for independent musicians. The company acquires catalog rights from artists and monetizes these assets through data-driven strategies and social media marketing. Duetti aims to facilitate quick access to catalog sales, thereby unlocking new investment opportunities for a diverse range of musicians. By offering data-informed pricing for established tracks, the company enables artists to sell individual tracks or portions of their catalog. Duetti's approach not only supports musicians financially but also helps them achieve their professional and personal goals.

Create Music Group

Private Equity Round in 2024
Create Music Group is a music technology company that specializes in distribution, publishing, sync licensing, digital rights management, and marketing services for artists. The company provides a comprehensive platform that allows musicians, labels, and brands to efficiently track and collect their earnings through digital collection and music distribution. Additionally, Create Music Group offers valuable features such as data analytics, playlist promotion, and content creation to enhance artists' visibility and revenue potential. Notable artists associated with the company include Marshmello, Tekashi69, and Tory Lanez. Create also operates Flighthouse, a leading brand on TikTok with 28 million followers, further solidifying its presence in the digital music landscape.

Accuserve

Acquisition in 2024
Accuserve is a property restoration company that offers internal and external building damage repairs and planned maintenance services.

Public Trust Advisors

Private Equity Round in 2024
Public Trust Advisors is an investment management advisor that offers services for local government and individual accounts.

Baker Hill Solutions

Acquisition in 2023
Baker Hill Corporation provides banking process solutions tailored for financial institutions in the United States. The company specializes in cloud-based loan origination software that streamlines origination and portfolio management for various lending types, including business and consumer lending. Its primary product, Baker Hill Advisor, integrates sales management, client profitability, and portfolio management to enhance client relationships. This platform includes several modules, such as Client Advisor, which focuses on client attraction and retention; Exception Advisor, which aids in compliance and exception management; and Portfolio Risk Advisor, designed to help banks mitigate risk and identify cross-selling opportunities. Through its innovative solutions, Baker Hill aims to facilitate growth, reduce risk, and improve overall productivity and profitability for its clients.

SageSure

Private Equity Round in 2023
SageSure is a managing general underwriter that specializes in coastal residential and commercial property insurance markets in the United States. Established in 2009, the company offers over 50 competitively priced insurance products across 14 coastal states, serving approximately 415,000 policyholders with more than $850 million in in-force premium. SageSure utilizes a tech-focused approach, featuring an advanced online quoting and binding platform along with sophisticated risk modeling and scoring technology. The company distributes its products through a network of over 11,400 insurance producers and national brokers, ensuring that customers receive tailored solutions that protect their most valuable assets while helping them save on premiums without sacrificing coverage.

CI U.S. Wealth Management

Secondary Market in 2023
CI U.S. wealth management provides financial services.

Nettwerk Music Group

Private Equity Round in 2023
Nettwerk Music Group Inc., based in Vancouver, Canada, operates as a record label and artist management company with additional offices in major cities such as New York, Los Angeles, and London. Founded in 1984, the company focuses on publishing and distributing music recordings across North America and Europe. Nettwerk serves as a non-traditional record label, connecting music fans with both emerging and established artists. The organization manages a diverse roster of artists, producers, and songwriters, providing essential services including project coordination, royalty tracking, and invoicing. Additionally, Nettwerk engages in music publishing and synchronizes artists' music for various media. The company also offers comprehensive services such as design, manufacturing, licensing, e-commerce, logistics, and tour consulting, enhancing the overall development and reach of its artists.

Keystone Agency Partners

Private Equity Round in 2023
Keystone Agency Partners is a consulting firm focused on the insurance brokerage sector, dedicated to supporting independent insurance agencies. The firm specializes in providing a comprehensive suite of services, including property and casualty insurance, employee benefits, and risk and claims management. By facilitating strategic acquisitions and promoting organic growth, Keystone Agency Partners aims to create long-term value for its partner agencies. Their collaborative approach enables clients to effectively mitigate financial risks while enhancing their operational capabilities.

Clearstead

Acquisition in 2021
Clearstead is an institutional investment consulting and private wealth management firm that offers a comprehensive range of financial services. Founded in 1989 by Thomas Hartland, the company, formerly known as Hartland, is dedicated to serving individuals, families, related trusts, and small institutions. Clearstead provides investment management, financial planning, tax planning and compliance, and wealth management services. The firm focuses on delivering tailored advice that addresses complex investment, financial, tax, and governance needs, aiming to help clients achieve their financial aspirations and build stronger legacies. Through its expertise, Clearstead seeks to deliver competitive results for clients over time and across various market cycles.

PayFacto

Private Equity Round in 2021
PayFacto is a leading provider of payment processing technologies and solutions for merchants, ISOs, and payment facilitators. They offer flexible services to meet the specific needs of each client in the market. With a focus on innovation and efficiency, PayFacto helps businesses streamline their payment processes and improve their overall operations.

Lereta

Private Equity Round in 2021
LERETA specializes in providing property tax data and flood hazard status information tailored for the mortgage and insurance industries across the United States. The company offers a technology-driven platform that facilitates regulatory-compliant property tax tracking, payment services, tax department outsourcing, and federally mandated flood zone certifications. By leveraging software-as-a-service (SaaS) technology, LERETA enables clients to enhance workflow management and automate various processes, ultimately improving efficiency and reducing potential penalties and liabilities. With a strong focus on customer service, LERETA's team of dedicated real estate tax and flood professionals, supported by experienced management, positions the company as a leader in service and technological innovation within its sector.

Canadian Hospital Specialties

Private Equity Round in 2021
Canadian Hospital Specialties is a national distributor and manufacturer of medical and surgical products, headquartered in Oakville, Canada. The company specializes in a range of healthcare supplies, including drainage catheters, bladder volume instruments, dialysis kits, biopsy trays, and vascular access kits. Their products support various medical fields such as endoscopy, wound management, gastrointestinal diagnosis, and bowel management. By focusing on strategic partnerships, Canadian Hospital Specialties aims to enhance customer experiences and improve patient outcomes. The company also engages in specialty manufacturing and kitting on-site, ensuring efficiency and cost-effectiveness in delivering essential medical supplies to healthcare professionals.

AFH Financial Group

Acquisition in 2021
AFH Financial Group is an independent financial advisory firm based in the United Kingdom, catering to the retail market. The company specializes in wealth management and financial planning, offering a range of services that include investment management, pension and retirement planning, tax and inheritance planning, life cover and family protection, and mortgages. Additionally, AFH provides discretionary investment management services, aimed at helping clients effectively manage their financial assets and achieve their long-term financial goals.

TigerRisk Partners

Private Equity Round in 2020
TigerRisk Partners LLC operates as a reinsurance broker and risk management advisor, specializing in catastrophe reinsurance placements and the development of catastrophe models for various stakeholders, including reinsurance companies and rating agencies. The firm offers a comprehensive suite of services that includes pricing methodology, reinsurance design, placement strategies, electronic settlement, and claims management. Established in 2008 and headquartered in Stamford, Connecticut, TigerRisk has expanded its presence with additional offices in cities such as Chicago, London, New York, and Hamilton. The company emphasizes innovative analytical solutions and deep market knowledge, aiming to challenge conventional practices in the industry. Its team comprises experienced professionals dedicated to providing creative and effective financial solutions tailored to the needs of its clients.

MGA Homecare

Acquisition in 2020
MGA Homecare is a provider of home healthcare and community-based services, operating in Arizona, Colorado, and Texas. Founded in 1992 and headquartered in Scottsdale, Arizona, the company offers a range of services, including certified nursing assistance, private duty nursing, physical therapy, occupational therapy, and speech language therapy. The organization employs a diverse team of healthcare professionals, including registered nurses, licensed practical nurses, certified nursing assistants, and various therapists, to deliver quality care to individuals in need within their communities.

y prime

Private Equity Round in 2019
Y Prime’s innovative software solutions are bringing a new level of transparency to meet the challenges of today’s increasingly complex and competitive clinical and regulatory environment. Working for industry leaders worldwide, Y Prime harnesses information to help clients effectively plan and manage clinical trials on time and within budget. Presently, software companies are forcing products into a Software as a Service (SaaS) platform, which for clinical research leaves much to be desired in terms of customer support. The Y Prime platform is designed to scale as a SaaS platform but is operated with such high level of interaction that we call it a Software With a Service platform.

MobilityWorks

Private Equity Round in 2018
MobilityWorks is an automotive company focused on providing wheelchair-accessible vehicles for the disabled community. It offers a diverse selection of new and used handicap vans tailored to meet individual transportation needs. The company employs certified mobility consultants who work closely with clients to understand their specific requirements and help them find suitable vehicles. In addition to vehicle sales, MobilityWorks provides financing options, extended warranties, rental vans, and a 24/7 emergency helpline. The company also offers mechanical services for advanced controls in its vans and minivans, ensuring comprehensive support for its customers throughout the United States.

Dash Financial Technologies

Acquisition in 2018
Dash Financial Technologies LLC is a capital markets technology and execution provider established in 2002 and headquartered in Chicago, Illinois. The company specializes in delivering a comprehensive suite of products and solutions tailored for the institutional trading community, focusing on options and equities trading. Dash Financial offers advanced trading technologies, execution services, and analytics tools that enhance transparency and control in trading operations. Their front-end trading platform integrates routing technology and post-trade analytics, empowering traders and clients to analyze and adapt their trading strategies effectively. Additionally, Dash provides regulatory technologies and financial planning services, ensuring that clients have the necessary tools to navigate the complexities of the trading environment.

SouthEast Eye Specialists

Private Equity Round in 2017
SouthEast Eye Specialists PLLC, established in 1999 and based in Chattanooga, Tennessee, operates as a leading specialty eye center with multiple locations throughout Tennessee and Northern Georgia. The practice focuses on providing comprehensive medical and surgical eye care services, including treatments for cataracts, corneal disease, glaucoma, eye muscle disorders, and retinal conditions. Additionally, SouthEast Eye Specialists offers advanced lens replacement options and laser vision correction surgery. The organization is known for its commitment to exceptional patient care, with a team of highly trained, board-certified professionals who handle complex medical cases referred by other physicians. The company also has satellite offices in various cities across Tennessee and Georgia, ensuring accessible eye care for a broad patient base.

Purchasing Power

Acquisition in 2016
Purchasing Power is a financial wellness and purchasing platform that enables employees of participating organizations to acquire brand-name products and vacation packages through payroll deductions. By providing a voluntary benefit program, the company promotes financial responsibility and wellness among its users, which include a diverse clientele such as federal employees and retirees. Purchasing Power offers credit alternatives that allow employees to make online purchases and pay for them over time, thereby easing financial burdens while enhancing employee satisfaction and engagement.

Summit BHC

Venture Round in 2015
Summit Behavioral Healthcare, LLC operates a network of behavioral health centers focused on addiction treatment and related services. Founded in 2013 and based in Brentwood, Tennessee, the company has expanded its reach to multiple states, including California, Missouri, Georgia, Pennsylvania, Louisiana, South Carolina, and Texas. Summit BHC provides a comprehensive range of programs, such as residential chemical dependency treatment, detoxification, partial hospitalization, and intensive outpatient services. The organization is dedicated to supporting adults and families dealing with addiction to alcohol and other drugs, addressing the underlying stressors contributing to substance use. By offering evidence-based treatment options in a supportive environment, Summit aims to facilitate recovery and promote long-term well-being for its patients.

Top Rx

Acquisition in 2015
TOP RX is a VAWD-accredited national distributor of generic pharmaceuticals, top selling brands, OTC products, and vitamins and has been serving pharmacies for the past 27 years. TOP RX is an authorized distributor of record for over 90 leading pharmaceutical manufacturers and serves over 5,000 pharmacies and national accounts annually from four sales offices and a distribution center located in Memphis, Tennessee. The company provides same day shipping Monday through Saturday and its inventory is prescription drug pedigree compliant through the use of the industry-leading software provider Axway.

JetPay

Post in 2013
JetPay is a provider of technology solutions focused on payment processing and payroll management, catering primarily to the e-commerce and card-not-present sectors. The company offers comprehensive processing and acquiring services, supporting some of the largest e-commerce platforms. JetPay's services extend to banks, sales organizations, and merchants, enabling them to accept payments efficiently. The platform encompasses features such as card acceptance, processing, payroll management, and payroll tax filing, which help financial corporations and government entities streamline operations. By offering these services, JetPay aims to enhance convenience and boost revenues for its customers while reducing payment-related costs.

Senior Whole Health

Series B in 2007
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans for seniors eligible for both Medicaid and Medicare in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the organization offers a comprehensive healthcare package that includes in-home support services, physician and hospital care, prescription drugs, and dental services. Its innovative approach allows seniors to use a single health card, simplifying the management of their Medicare, Medicaid, and Part D pharmacy benefits. The focus is on delivering customized care plans that integrate medical, social, and community-based services, enabling elderly individuals to maintain their health and independence while living in their own homes.
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