Financial services and healthcare private equity firm
Flexpoint Ford
- HeadquartersChicago, IL S6
- Founded2005 S1
- Websiteflexpointford.com
- Last verifiedOctober 20, 2026
At a glance
| Assets under management | $9.8B (as of Jun 2026) S1 |
|---|---|
| EBITDA range | $10M to $100M S3 |
| Deal types | Platform, Add-on, Minority, Growth S3 |
| Sectors | Insurance Brokerage, Wealth Management, Accounting & Professional Services, Software & SaaS, Healthcare Services |
What Flexpoint Ford buys
Flexpoint Ford is a Chicago private equity firm that has spent about two decades investing in financial services and related fields, and it manages $9.8 billion as of June 2026. Its private equity strategy covers five areas: insurance and insurance services (carriers, agencies and brokers, claims managers and TPAs), specialty finance and lending services, asset and wealth management, business services and technology (payments, consulting, accounting and industry software), and healthcare business and financial services. It looks for companies with $10 million to $100 million of EBITDA and enterprise values of roughly $200 million to $2 billion, and it will take control or a minority stake.
A second strategy, Asset Opportunity, puts structured capital into insurance sidecars, music royalties and other asset-backed deals. A smaller business is most likely to meet Flexpoint as an add-on, because its platforms buy often: Clearstead added Waveland Family Office and the Clarius Group, Public Trust Advisors combined with PMA, and Elliott Davis brought in AMPLOS.
Recent deals
Announced in the 24 months before October 20, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Sep 2026 | Podium EntertainmentAudiobook publisher bought with Shamrock Capital from Presidio Investors; every employee gets an ownership stake | Platform | Source | |
| Aug 2026 | ArtesRxBehavioral health pharmacy platform, built from 3 to 16 pharmacies, sold to Linden Capital Partners | Exit | Healthcare Services | Source |
| Jun 2026 | SageSureSingle-asset continuation vehicle of more than $460 million, led by Lexington Partners, to keep owning the property insurance MGU | Investment | Source | |
| Jun 2026 | Novel Financial HoldingsAsset Opportunity and Insurance Opportunity fund investment in a property insurance holding company | Investment | Source | |
| Mar 2026 | AMPLOSLeadership and team performance consulting firm joined Elliott Davis | Add-on | Accounting & Professional Services | Source |
| Feb 2026 | Nettwerk Music GroupCreate Music Group agreed to fund a management buyout of Nettwerk, an earlier Flexpoint Asset Opportunity holding | Investment | Source | |
| Feb 2026 | The Clarius GroupSeattle multi-family office RIA with about $5.1 billion under management added to Clearstead | Add-on | Wealth Management | Source |
| Dec 2025 | SureStone InsuranceDublin insurer bought by Bridgehaven to become its EU arm | Add-on | Source | |
| Dec 2025 | Purchasing PowerAgreement to sell the employee purchase benefits company to PROG Holdings | Exit | Source | |
| Oct 2025 | Avidity Wealth ManagementSt Albans, UK financial planning firm folded into AFH | Add-on | Wealth Management | Source |
| Sep 2025 | Olympus MGASageSure agreed to buy Gemini Financial and its Florida homeowners MGA, Olympus | Add-on | Source | |
| Sep 2025 | Ryan Specialty (RAC Re)Reinsurance sidecar that raised about $400 million from Flexpoint and Sixth Street funds | Investment | Source | |
| Jun 2025 | Elliott DavisStrategic growth investment in a top 50 US accounting and advisory firm, alongside a planned CEO handover | Growth | Accounting & Professional Services | Source |
| Mar 2025 | PMA CompaniesCombined with Public Trust Advisors to serve more than 12,000 public entities | Add-on | Wealth Management | Source |
| Feb 2025 | Waveland Family OfficeChicago-area family office with about $420 million under management added to Clearstead | Add-on | Wealth Management | Source |
| Dec 2024 | Apollo CareMinority growth equity from Fund V in a patient access technology company serving drug makers | Minority | Source |
Portfolio by sector
From the firm's portfolio page S4.
Asset & Wealth Management
- AFH Wealth Management
- Clearstead
- PTMA Financial Solutions
Business Services & Technology
- Create Music Group
- Elliott Davis
- Movantis
- PayFacto
- Podium Entertainment
Healthcare Business & Financial Solutions
- Apollo Care
- YPrime
Insurance & Insurance Services
- Accuserve
- Alera Group
- Bridgehaven
- SageSure
- VALE Insurance Partners
Legacy Healthcare
- Canadian Hospital Specialties
- MGA Homecare
- MobilityWorks
- TopRx
Specialty Finance & Lending Services
- Baker Hill
- LERETA
- TRAKAmerica
Past investments: ArtesRx, Select Rehabilitation, SouthEast Eye Specialists
Greymont’s take
How Flexpoint Ford fits a seller
Flexpoint is a specialist buyer for owners in financial services: insurance agencies and MGAs, RIAs and wealth managers, accounting and advisory firms, lenders and fintech service providers. Most owners below its $10 million EBITDA floor will meet it through one of its platforms. Clearstead, for example, has bought several RIAs and family offices, and their principals have generally joined as equity partners rather than cashing out entirely.
Flexpoint is flexible on structure. Its 2025 Elliott Davis deal was a growth investment tied to a planned CEO handover, and its December 2024 Apollo Care deal was a minority stake. Owners should ask whether Flexpoint wants control or a minority position, how long it expects to hold, and whether it might use a continuation vehicle, as it did with SageSure in 2026, to keep a company beyond one fund's life.
Questions owners ask
What size companies does Flexpoint Ford invest in?
Its private equity criteria call for $10 million to $100 million of EBITDA and enterprise values between about $200 million and $2 billion. Smaller firms usually come in as add-ons to an existing platform.
Does Flexpoint Ford buy insurance agencies and brokers?
Yes. Insurance and insurance services is its first listed focus, and it names insurance and reinsurance brokers among its targets. It owns Alera Group, a national retail agency, along with managing general agents and underwriters such as SageSure and VALE.
Will Flexpoint take a minority stake?
Yes. Its criteria allow control or minority ownership. It took a minority stake in Apollo Care in December 2024 and made a significant minority investment in Create Music Group in June 2024.
Does Flexpoint invest in accounting firms?
Yes. In June 2025 it made a strategic growth investment in Elliott Davis, a top 50 US accounting and advisory firm based in Greenville, South Carolina, which then added the consulting firm AMPLOS in March 2026.
Sources
- S1Flexpoint Ford home page (AUM as of 6/30/26) Accessed October 20, 2026
- S2Flexpoint Ford: About Accessed October 20, 2026
- S3Flexpoint Ford: Strategies and investment criteria Accessed October 20, 2026
- S4Flexpoint Ford: Investment portfolio Accessed October 20, 2026
- S5Flexpoint Ford newsroom Accessed October 20, 2026
- S6Flexpoint Ford: Contact and offices Accessed October 20, 2026
- S7Apollo Care Secures Growth Equity Investment from Flexpoint Ford (December 18, 2024) Accessed October 20, 2026
- S8Flexpoint Ford Names Chris Ackerman as CEO (October 28, 2025) Accessed October 20, 2026
- S9Elliott Davis Announces Strategic Growth Investment from Flexpoint Ford (June 11, 2025) Accessed October 20, 2026
- S10Flexpoint Ford Closes Over $460 Million Continuation Vehicle for SageSure (June 30, 2026) Accessed October 20, 2026
- S11Flexpoint Ford Makes a Significant Minority Investment in Create Music Group (June 25, 2024) Accessed October 20, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Flexpoint Ford. Figures are as reported on the dates shown and may have changed. Request a correction