Flexpoint Ford Combines Public Trust Advisors and PMA Companies
Deal News | Nov 18, 2024 | Paul Hastings
Paul Hastings LLP, a leading law firm, has successfully advised Flexpoint Ford in the strategic combination of its portfolio company, Public Trust Advisors, LLC, with PMA Companies. This merger will enable the integrated firm to serve approximately 11,000 public entities across 26 states, providing investment services aimed at aiding local governments and school districts in their community advancement initiatives. A new brand identity is anticipated in the coming months, encompassing a revised name and digital presence. The partnership was led by a team of esteemed professionals at Paul Hastings' Private Equity practice, emphasizing their comprehensive expertise in financial, mergers and acquisitions, and legal services.
Sectors
- Private Equity
- Investment Advisory
- Legal Services
Geography
- United States – The combined entity will serve clients across 26 states in the USA, showcasing the geographic relevance.
Industry
- Private Equity – The article involves Flexpoint Ford, a significant participant in the private equity sector, particularly in advisory and strategic mergers.
- Investment Advisory – Public Trust Advisors, an investment advisory firm, is a key entity involved in the merger discussed in the article.
- Legal Services – Paul Hastings LLP's involvement as an advisory legal firm highlights the role of legal services in mergers and acquisitions.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Paul Hastings LLP | Legal Advisor | Company | A renowned global law firm advising on the merger. |
| Flexpoint Ford | Private Equity Firm | Company | Private equity firm significantly invested in Public Trust Advisors and involved in the merger. |
| Public Trust Advisors, LLC | Target Company | Company | An investment advisory firm forming part of the merger. |
| PMA Companies | Merged Entity | Company | Company merging with Public Trust Advisors. |
| Josh Ratner | Global Vice Chair of Private Equity Practice | Person | Led the legal team from Paul Hastings in advising the merger. |
| David Hearth | Partner | Person | Part of the Paul Hastings team advising the merger. |