Flexpoint Ford

3 deals covered

2 platforms

1 add-on

Most recent deal Monday, September 21, 2026.

Monday, September 21

1 deal

Flexpoint Ford and Shamrock Capital acquires Podium Entertainment

The transaction includes an Ownership Works partnership that will give all Podium Entertainment employees an ownership stake in the company as it enters its next phase of growth.

Target: Podium Entertainment
Sponsors: Flexpoint Ford, Shamrock Capital
Seller: Presidio Investors
Source: morningstar.com

Wednesday, July 1

1 deal

Add-onFinancial Services

Clearstead Advisors adds myCIO Wealth Partners' Philadelphia team

The nine-person team advises on $2.6 billion in regulatory assets under management and $2.7 billion in assets under advisement, bringing wealth management and retirement plan consulting capabilities to the Flexpoint Ford-backed RIA in Philadelphia.

Target: myCIO Wealth Partners wealth management team
Backed by: Flexpoint Ford
Source: PR Newswire

Monday, June 22

1 deal

PlatformHealthcare

Flexpoint Ford invests in Novel Financial Holdings

The deal provides growth capital to a specialty insurance underwriting and services holding company with plans to expand its platform.

Target: Novel Financial Holdings
Sponsor: Flexpoint Ford
Source: themiddlemarket.com