Investment Focus & Thesis

Flexpoint Ford focuses on two primary sectors where they have deep expertise: Investment Range Equity investments typically ranging from $25M-$125M in companies with enterprise values of $75M-$400M+. Sector Focus Financial services and healthcare services. Financial Services — Specialty finance, insurance services, and asset management Healthcare Services — Healthcare delivery, medical services, and health-tech Business Services — Information services and outsourced services Insurance — P&C insurance, life insurance, and insurance distribution

Notable Portfolio Companies

Flexpoint Ford has built a portfolio of successful financial services and healthcare companies: Company Sector Notes Alegis Group Financial Services Loan servicing and collection Hub International Insurance Insurance brokerage Capital Logistics Financial Services Currency logistics CNO Financial Group Insurance Life and health insurance Citizens Financial Services Banking services HealthCare.com Healthcare Health insurance marketplace Flexpoint Ford has completed numerous successful exits through strategic sales and recapitalizations, demonstrating their ability to create value in financial services and healthcare.

What Flexpoint Ford Looks For

Based on their investment approach, Flexpoint Ford evaluates companies based on: Sector expertise — Deep knowledge of financial services or healthcare industries Proven business model — Established companies with track record of profitability Market position — Strong competitive position in attractive markets Growth potential — Clear opportunities for growth and value creation Regulatory compliance — Strong compliance and risk management frameworks }> Pro Tip Flexpoint Ford brings deep sector expertise and regulatory knowledge. They look for companies where they can add meaningful value through industry connections and operational experience.

How to Connect With Flexpoint Ford

Approaching Flexpoint Ford requires demonstrating sector expertise and strong fundamentals: 1 Demonstrate Sector Knowledge Show deep understanding of your industry, regulatory environment, and market dynamics. 2 Build Professional Financials Ensure clean financials with EBITDA of $5M+. Have detailed financial models ready. 3 Show Regulatory Compliance Demonstrate strong compliance programs and risk management frameworks. 4 Leverage Industry Networks Build relationships through industry events and advisors familiar with Flexpoint Ford.

The Value of Financial Preparedness

Companies seeking Flexpoint Ford investment must demonstrate strong financial infrastructure and regulatory compliance: Financial Metrics • EBITDA and cash flow • Revenue growth trajectory • Gross margins • Asset quality metrics Compliance Metrics • Regulatory compliance • Risk management • Internal controls • Audit findings }> How Eagle Rock Helps We help financial services and healthcare companies prepare for Flexpoint Ford investment by building robust financial infrastructure and ensuring compliance readiness.

Frequently Asked Questions