Mergers & Acquisitions

Public Trust Advisors, LLC

Flexpoint Ford

Transaction Summary
On January 16, 2024, Public Trust Advisors (the “Company”) announced it had entered into a strategic partnership with Flexpoint Ford. The Company’s existing management team will continue to lead the business and, along with the founders, remain significant shareholders.

Press Release

Public Trust Advisors
Public Trust Advisors is an investment advisory firm with more than $80 billion of assets under management and advice dedicated to serving the investment needs of local governments across the United States. The Company offers a comprehensive suite of investment management services, including investment advisory (portfolio management, credit research, risk management, and portfolio valuation) and administration (fund accounting, participant accounting, transfer agency, client services, sales, and marketing). Public Trust Advisors is headquartered in Denver, Colorado, with offices in Hopewell Junction, New York, Orlando, Florida, and Richardson, Texas.

Flexpoint Ford
Flexpoint Ford is a private equity investment firm that has approximately $7.9 billion of regulatory assets under management and specializes in privately negotiated investments in the financial services and healthcare industries. Since the firm's formation in 2005, Flexpoint Ford has completed investments across a broad range of investment sizes, structures and asset classes. Flexpoint Ford has offices in Chicago, Illinois, and New York, New York.

Asset & Wealth Management