Articles from Focus Financial Partners

Focus Financial Partners (“Focus”), a leading fiduciary advice company, comprising independent wealth management, multi-family office, and business management services, today announced that Adam Birenbaum has been named the Company’s incoming Chief Executive Officer as well as a member of its Board of Directors, effective February 1, 2026. He will succeed Michael Nathanson, who will transition into the role of Chairman and continue to serve on the Board of Directors. This change implements a succession plan designed by Mr. Nathanson in consultation with the Board as part of the company’s long-term growth and leadership strategy.

Focus Financial Partners today announced the appointment of Travis Danysh as Chief Strategy Officer, effective immediately. Mr. Danysh has been with Focus for nine years and previously served as its Chief Corporate Development Officer.

Focus Financial Partners today announced the appointment of Zinovy Iosovich as Chief Growth Officer of its Focus Partners division, effective immediately.

Focus Financial Partners (“Focus”) today announced the appointment of Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business. Mr. Birenbaum and Mr. Ferri will report directly to Michael Nathanson, Chief Executive Officer of Focus.

Cardinal Point Wealth Management (“Cardinal Point” or “CPWM”), an independent cross-border wealth management firm with offices in the United States and Canada, announced today that GMG Private Counsel ULC, which is part of the GAVIN Hockey Wealth Specialists group (“GAVIN”) will combine with CPWM on or about June 1, 2024 to provide expanded financial planning, wealth management, investment and related services to active and retired professional athletes through CPWM. GAVIN Wealth & Wellness ULC (“GAVIN Wealth”), which is part of GAVIN and will be renamed Cardinal Point Athlete Advisors as part of this transaction and Cardinal Point’s professional athlete management team each provides multifamily office and related services to active and retired professional athletes.

NEW YORK, NY / ACCESSWIRE / July 21, 2022 / Focus Financial Partners Inc. (Nasdaq:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will report its results for the second quarter ended June 30, 2022 on the morning of Thursday, August 4, 2022. Focus will simultaneously post a slide presentation with respect to these results under Events in the Investor Relations section of its website www.focusfinancialpartners.com. Rudy Adolf, Founder, CEO and Chairman, and Jim Shanahan, Chief Financial Officer, will host a conference call at 8:30 a.m. Eastern Time the same day to discuss these results and the Company's business outlook.

NEW YORK, NY / ACCESSWIRE / July 20, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Strategic Capital Advisers, Inc. ("SCA"), an SEC registered investment adviser located in Denver, Colorado, will join Focus partner firm Transform Wealth, LLC ("Transform Wealth"). This transaction is expected to close in the second half of 2022, subject to customary closing conditions.

NEW YORK, NY / ACCESSWIRE / July 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Ross Bennet Smith ("RBS"), a boutique family office services firm based in London, will join with Focus partner firm NKSFB, LLC ("NKSFB"), one of the premier multifamily office and business management firms in the United States. This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.

NEW YORK, NY / ACCESSWIRE / July 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that the team from Pro Ice Management Group Inc. ("Pro Ice") will join Cardinal Point Capital Management ULC ("Cardinal Point"). The Pro Ice team is expected to join Cardinal Point in the third quarter of 2022.

NEW YORK, NY / ACCESSWIRE / June 15, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Icon Wealth Partners, LLC ("Icon Wealth Partners"), a registered investment adviser headquartered in Houston, Texas, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.

NEW YORK, NY / ACCESSWIRE / June 8, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Rudy Adolf, Founder, CEO and Chairman, and Jim Shanahan, Chief Financial Officer, are scheduled to present at the Morgan Stanley 2022 US Financials, Payments & CRE Conference on Monday, June 13, beginning at approximately 8:00 a.m. ET. Their remarks will include comments on Focus' business strategy, financial performance and outlook.

NEW YORK, NY / ACCESSWIRE / May 31, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Grecu Capital Management ("Grecu"), a registered investment adviser located in Bend, Oregon, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic Wealth"). This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.

NEW YORK, NY / ACCESSWIRE / May 18, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Samson Wealth Management Group ("Samson Wealth Management"), a wealth management practice in Fort Washington, Pennsylvania, will join Rockville, Maryland-based Focus partner firm XML Financial Group

NEW YORK, NY / ACCESSWIRE / May 16, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Bergman Investment Management ("Bergman" or "Bergman Investment Management") will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or

Reinforces Confidence of Management and Board of Directors in Focus' Business Model and Long-Term Growth Opportunities NEW YORK, NY / ACCESSWIRE / May 12, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, announced today that its Board of Directors approved a share repurchase program to repurchase up to $200 million of the Company's Class A

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NEW YORK, NY / ACCESSWIRE / April 21, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will report its results for the first quarter ended March 31, 2022 on the morning of Thursday, May 5, 2022. Focus will simultaneously post a slide presentation with respect to these results under Events in the Investor Relations section of its website

NEW YORK, NY / ACCESSWIRE / March 29, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Holloway Wealth Management, LLC ("Holloway"), a registered investment advisor based in Gainesville, FL, will join Focus partner firm ARS Wealth Advisors Group, LLC ("ARS Wealth"), located in St

NEW YORK, NY / ACCESSWIRE / March 8, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Elizabeth R. Neuhoff and George S. LeMieux have been elected to Focus' Board of Directors effective immediately. Ms. Neuhoff will serve on the Audit and Risk Committee, and Mr. LeMieux will serve on the Compensation Committee and the Nominating, Governance

NEW YORK, NY / ACCESSWIRE / March 2, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Lumia Wealth, LLC ("Lumia"), a registered investment adviser located in Overland Park, Kansas, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic

NEW YORK, NY / ACCESSWIRE / February 25, 2022 / Focus Financial Partners Inc.. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Azimuth Capital Management ("Azimuth Capital"), a registered investment adviser (RIA) headquartered in Bloomfield Hills, Michigan, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the second quarter

NEW YORK, NY / ACCESSWIRE / February 25, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Connectus Wealth Advisers ("Connectus") has entered into a definitive agreement to acquire the assets of Mid-Continent Capital, L.L.C. ("Mid-Continent Capital"), a registered investment adviser located in Chicago, IL. This transaction is expected to

Excellent Partner Firm Results and Record M&A Activity Drive Strong Financial Performance NEW YORK, NY / ACCESSWIRE / February 17, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or "our"), a leading partnership of independent, fiduciary wealth management firms, today reported results for its fourth quarter and full year ended December 31, 2021. Fourth Quarter 2021 Highlights - Total

NEW YORK, NY / ACCESSWIRE / February 10, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms and CAIS Capital LLC ("CAIS") a leading alternative investments platform, today announced the launch of a customized alternative investments platform (the "CAIS Platform" or the "Platform") designed to meet the unique needs of the firms in the Focus partnership. The Platform

NEW YORK, NY / ACCESSWIRE / February 4, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Donald Harris, CFA, Kristina Kadeli Saunders, CFP, CIMA, and Brian Leach, CFA, ("Harris, Saunders, and Leach"), have joined The Colony Group, LLC ("Colony"). Donald has joined Colony as a Managing Director and Senior Portfolio Manager, and Kristina and

NEW YORK, NY / ACCESSWIRE / February 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Richard Welling, a family office and tax professional based in Torrance, CA, has joined Focus partner firm NKSFB, LLC ("NKSFB"), a leading multifamily office and business management firm headquartered in Los Angeles, CA. Welling has over 30 years of

NEW YORK, NY / ACCESSWIRE / February 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Robert (Bob) Smith ("Smith") of Scottsdale Financial Group has joined Focus partner firm TMD Wealth Management LLC ("TMD"), based in Scottsdale, AZ. Smith has over 30 years of experience in providing an array of wealth management services to high net

NEW YORK, NY / ACCESSWIRE / December 31, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Provident Financial Management ("Provident"), a multi-family office and business management firm with offices in Santa Monica, Woodland Hills and San Francisco, CA, as well as in Nashville, TN, and London & Co., LLP

NEW YORK, NY / ACCESSWIRE / December 31, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Avery & Greig LLP ("Avery & Greig"), a boutique multifamily office, tax and business management firm located in Santa Monica, CA, has joined Focus partner firm NKSFB, LLC ("NKSFB"), a premier multifamily office and business manager headquartered

NEW YORK, NY / ACCESSWIRE / December 17, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today that the underwriters of the previously announced underwritten offering of 3,084,210 shares of its Class A common stock (the "Offering") have exercised in full their option to purchase an additional 462,631 shares of Class A common stock (the "Option"). The Option is expected to close with the Offering on December 20, 2021,

NEW YORK, NY / ACCESSWIRE / December 15, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today the pricing of the previously announced underwritten offering of 3,084,210 shares of its Class A common stock (the "Offering") at a public offering price of $57.00 per share. This amount includes 2,500,000 shares offered by Focus for its own account and 584,210 shares being offered by Focus on behalf of certain of the existing

NEW YORK, NY / ACCESSWIRE / December 15, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today that it has launched an underwritten offering (the "Offering") of 3,204,448 shares of its Class A common stock. This amount includes 2,500,000 shares being offered by Focus for its own account and 704,448 shares being offered by Focus on behalf of certain of the existing unitholders of Focus Financial Partners, LLC ("Focus LLC"),

NEW YORK, NY / ACCESSWIRE / December 8, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Cassaday & Company, Inc., a registered investment adviser based in McLean, Virginia, has entered into a definitive agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021, subject to customary

NEW YORK, NY / ACCESSWIRE / December 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, announced today that it will host its second Investor Day via video live stream on Thursday, December 9, 2021. The event will begin at 8:00 a.m. Eastern Time. Members of Focus' management team will provide an update on the Company's business, competitive

NEW YORK, NY / ACCESSWIRE / November 22, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Derby and Company, Inc. ("Derby"), a registered investment adviser based in Newton, MA, will join Focus partner firm The Colony Group, LLC ("Colony"). The transaction is expected to close later this

NEW YORK, NY / ACCESSWIRE / November 8, 2021 / Focus Financial Partners Inc.(NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Mosaic Family Wealth, LLC ("Mosaic Family Wealth"), a registered investment adviser headquartered in St. Louis, Missouri, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021,

NEW YORK, NY / ACCESSWIRE / October 29, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Capital Advisors, LLC ("Capital Advisors"), a registered investment adviser based in Southborough, MA, will join Focus partner firm The Colony Group, LLC ("Colony"). The transaction is expected to

NEW YORK, NY / ACCESSWIRE / October 27, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Rudy Adolf, Founder, CEO and Chairman, and Jim Shanahan, Chief Financial Officer, are scheduled to present at the Bank of America 2021 Banking and Financials Conference on Tuesday, November 9,2021 beginning at about 8:50 a.m. ET. Their remarks will

NEW YORK, NY / ACCESSWIRE / October 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will report its results for the third quarter ended September 30, 2021 on the morning of Thursday, November 4, 2021. Focus will simultaneously post a slide presentation with respect to these results under Events in the Investor Relations section of

NEW YORK, NY / ACCESSWIRE / October 8, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Harrison, McCarthy & Co., L.L.C. ("Harrison, McCarthy"), a Millburn, NJ based firm specializing in tax planning and preparation services, will join Focus partner firm The Colony Group, LLC

NEW YORK, NY / ACCESSWIRE / October 7, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that The Ullmann Financial Group, Inc. ("Ullmann Wealth Partners"), a registered investment adviser headquartered in Jacksonville Beach, Florida, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the fourth

NEW YORK, NY / ACCESSWIRE / October 4, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Trident Financial Planning Limited ("Trident") has been acquired by Connectus Wealth Advisers ("Connectus"). Trident is a boutique chartered financial planning and wealth management firm headquartered in Berkshire, England with a satellite office in East

NEW YORK, NY / ACCESSWIRE / October 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which New England Investment & Retirement Group, Inc. ("NEIRG"), a registered investment adviser headquartered in North Andover, MA, will join Connectus Wealth Advisers ("Connectus"). The transaction is

NEW YORK, NY / ACCESSWIRE / September 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which MISSO Wealth Management ("MISSO"), a boutique wealth management firm headquartered in Brisbane, Queensland, will join Connectus Wealth Advisers ("Connectus"). This transaction is expected to close in the fourth

Tom Myers at Focus Partner Firm Bordeaux Wealth Advisors Named to Barron's 2021 List of America's Best Independent Advisors NEW YORK, NY / ACCESSWIRE / September 22, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that that nine of its partner firms were named to the Barron's list of the Top 100 RIA Firms for 2021. This list is based on a national survey

NEW YORK, NY / ACCESSWIRE / September 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which The Planned Approach, Inc. ("TPA"), a registered investment adviser located in Kansas City, Missouri, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham

NEW YORK, NY / ACCESSWIRE / September 16, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC (together, "Cardinal Point") have entered into a definitive agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021,

NEW YORK, NY / ACCESSWIRE / September 14, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Connectus Wealth Advisers ("Connectus") has entered into a definitive agreement under which NorthCoast Asset Management LLC ("NorthCoast"), a registered investment adviser located in Greenwich, CT, will join Connectus. This transaction is expected to

NEW YORK, NY / ACCESSWIRE / September 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Ancora Holdings Inc. (together with its subsidiaries, "Ancora"), a premier wealth and investment management firm based in Cleveland, OH, has entered into a definitive agreement to join the Focus partnership. The transaction is expected to close in the

NEW YORK, NY / ACCESSWIRE / August 23, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Wechter Feldman Wealth Management, Inc. ("Wechter Feldman") will join Focus partner firm GYL Financial Synergies, LLC ("GYL"), subject to customary closing conditions. GYL is headquartered in West

NEW YORK, NY / ACCESSWIRE / August 23, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Siena Capital Management, LLC, d/b/a Siena Investments ("Siena"), a registered investment adviser with offices in Grand Ledge and Williamston, Michigan, will join Focus partner firm Buckingham

NEW YORK, NY / ACCESSWIRE / August 9, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Legacy Wealth Partners ("Legacy Wealth" or "Legacy"), a registered investment adviser based in Calabasas, CA, will join Focus partner firm The Colony Group, LLC ("Colony"). The transaction is expected

Strong Growth and Financial Performance with Record M&A Momentum NEW YORK, NY / ACCESSWIRE / August 5, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or "our"), a leading partnership of independent, fiduciary wealth management firms, today reported results for its second quarter ended June 30, 2021. Second Quarter 2021 Highlights - Total revenues of $425.4 million, 35.8% year over year

NEW YORK, NY / ACCESSWIRE / July 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Travis Pitt ("Pitt") has joined Melbourne-based Focus partner firm Escala Partners Pty Ltd ("Escala"). Travis Pitt has over twenty years of industry experience as a tenured financial adviser providing customized investment and wealth management solutions to ultra-high

GAVIN Hockey Wealth Specialists to Join Connectus, Establishing Connectus' Presence in the Canadian Wealth Management and North American Athlete Markets NEW YORK, NY / ACCESSWIRE / July 23, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which GAVIN Hockey Wealth Specialists ("GAVIN"), a

NEW YORK, NY / ACCESSWIRE / July 22, 2021 / Focus Financial Partners Inc. (Nasdaq:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will report its results for the second quarter ended June 30, 2021 on the morning of Thursday, August 5, 2021. Focus will simultaneously post a slide presentation with respect to these results under Events in the Investor Relations section of its website

NEW YORK, NY / ACCESSWIRE / July 18, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that five advisers with Melbourne-based Escala Partners Limited ("Escala"), a Focus partner firm, and one adviser with Sydney-based Brady & Associates Financial Advisers ("Brady & Associates"), a member of Connectus Wealth Advisers, also a Focus partner firm, were

NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Sonora Investment Management, LLC ("Sonora"), an Arizona-based registered investment adviser (RIA) with offices in Phoenix and Tucson, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the third quarter of

NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Collins Investment Group ("Collins Investment Group" or "CIG"), a wealth management practice in Bethesda, Maryland, will join Rockville, Maryland-based Focus partner firm XML Financial Group ("XML"). The

NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that it has closed the transaction to add a 7-year, $800 million tranche to its existing First Lien Term Loan ("Term Loan"). Of this amount, $650 million was drawn today and the remaining $150 million is available on a six-month, delayed draw basis. The annual interest rate

NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which New Providence Asset Management L.P. ("New Providence"), a registered investment adviser based in New York, NY, will join Focus partner firm The Colony Group, LLC ("Colony"). The transaction is expected

NEW YORK, NY / ACCESSWIRE / June 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it will hold its second Investor Day for the investment community on Thursday, December 9, 2021, beginning at approximately 8:00 a.m. Eastern Time. Discussion topics will include the Company's current business, competitive positioning and financial

NEW YORK, NY / ACCESSWIRE / June 28, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers ("Connectus") has entered into a definitive agreement under which the George Ferizis Group ("Ferizis") will join Connectus. This transaction is expected to close in the third quarter of 2021, subject to customary closing conditions. Ferizis is

NEW YORK, NY / ACCESSWIRE / June 28, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Badgley Phelps Wealth Managers ("Badgley Phelps"), a registered investment adviser (RIA) headquartered in Seattle, Washington, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the third quarter of 2021,

NEW YORK, NY / ACCESSWIRE / June 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today the pricing of the previously announced underwritten secondary offering of 7,417,929 shares of its Class A common stock. This amount includes 7,144,244 shares offered by certain selling stockholders of Focus affiliated with Kohlberg Kravis Roberts & Co. L.P. ("KKR") and 273,685 shares offered by Focus (the "Offering") on behalf of

NEW YORK, NY / ACCESSWIRE / June 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today that it has launched an underwritten secondary offering of 7,419,939 shares of its Class A common stock. This amount consists of 7,144,244 shares being offered by certain selling stockholders of Focus affiliated with Kohlberg Kravis Roberts & Co. L.P. ("KKR") and 275,695 shares being offered by Focus (the "Offering") on behalf of

Reaffirms 3.5x to 4.5x Net Leverage Ratio Target NEW YORK, NY / ACCESSWIRE / June 17, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it is launching a transaction to add a 7-year $800 million tranche to its First Lien Term Loan ("Term Loan"), inclusive of a $400 million six-month delayed draw feature. Focus expects to close this

NEW YORK, NY / ACCESSWIRE / June 7, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Rudy Adolf, Founder, CEO and Chairman, and Jim Shanahan, Chief Financial Officer, are scheduled to present at the Morgan Stanley 2021 US Financials, Payments & CRE Conference on Monday, June 14, 2021 beginning at approximately 8:45 a.m. ET. Their remarks

NEW YORK, NY / ACCESSWIRE / June 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that ARS Wealth Advisors, LLC ("ARS Wealth"), an integrated wealth management firm headquartered in St. Petersburg, Florida, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the third quarter

NEW YORK, NY / ACCESSWIRE / May 10, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Integer Wealth Advisors Group, LLC ("Integer") will join Focus partner firm JFS Wealth Advisors, LLC ("JFS"), subject to customary closing conditions. Founded in 2005

Performance Exceeds Expectations, Reinforcing Strong Momentum NEW YORK, NY / ACCESSWIRE / May 6, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or "our"), a leading partnership of independent, fiduciary wealth management firms, today reported results for its first quarter ended March 31, 2021. First Quarter 2021

NEW YORK, NY / ACCESSWIRE / April 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Carolina Capital Consulting, Inc. ("Carolina Capital"), a registered investment adviser located in Charlotte, North Carolina, will join Focus partner firm Buckingham Strategic

NEW YORK, NY / ACCESSWIRE / April 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers ("Connectus") has entered into a definitive agreement under which the Aspiri Financial Services Group ("Aspiri") will join Connectus. This transaction is expected to close in the second quarter of 2021, subject to