Articles from Focus Financial Partners Inc.

Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced that Jason Dubinsky will join Focus in March as its new Chief Financial Officer, effective March 10th, 2025. After a distinguished career at Focus, including nearly two decades as Chief Financial Officer, James Shanahan will retire as Chief Financial Officer and serve as a consultant to the company through the fall of 2025 to ensure a smooth transition.

Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced the appointment of Peter Crawford, former Chief Financial Officer of The Charles Schwab Corporation, to the Board of its parent company, effective immediately.

Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a definitive agreement under which Seattle, WA-based Merriman Wealth Management, LLC will join Focus Partners Wealth, LLC. This transaction is expected to close on February 1, 2025, subject to customary closing conditions. Upon completion of this transaction, Merriman is expected to add approximately $4.16 billion, measured as of September 30, 2024, to Focus Partners Wealth’s regulatory assets under management.

Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, announced today that two Focus network firms, Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have each entered into definitive agreements to join SCS Financial, Focus Partners Family Office and OCIO, headquartered in Boston, MA. Both transactions are expected to close in the first quarter of 2025, subject to customary closing conditions.

Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today introduced a refreshed corporate brand and a new brand architecture for its advisory hubs under the name Focus Partners.

Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, today announced that Dallas, Texas-based Focus partner firm Brownlie & Braden Advisors has joined fellow Focus partner firm Prairie Capital Management Group, LLC, headquartered in Kansas City, Missouri.

Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has announced that Focus partner firm Coastal Bridge Advisors, LLC will join forces with fellow Focus partner firm TrinityPoint Wealth, LLC. The transaction is expected to close in the first quarter of 2025. Both firms are headquartered in Connecticut and will operate under the Coastal Bridge Advisors name following closing of the transaction.

Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has announced that Focus partner firm Gelfand, Rennert & Feldman, LLC has formally become the latest hub in Focus’ strategic evolution.

Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has announced that Focus partner firm GYL Financial Synergies, LLC, headquartered in West Hartford, Connecticut, has formally joined Focus firm The Colony Group, LLC, headquartered in Boston, in a transaction that was completed on November 1, 2024. It is anticipated that a rebranding of the combined enterprise will take place in the near future.

Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a definitive agreement under which Homan Wealth Advisors, LLC of Omaha, NE will join Buckingham Strategic Wealth, a trade name of The Colony Group, LLC. This transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions. Buckingham, with a home base in St. Louis, MO, recently joined Colony. Collectively, they share over 90 offices nationwide.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management, business management, and related financial services firms, today announced a new General Counsel and several key promotions within its legal department to build on the firm’s existing bench of legal talent.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that it has entered into a definitive agreement under which Pittsburgh-based Focus partner firm Fort Pitt Capital Group, LLC will join fellow Focus firm Kovitz Investment Group Partners, LLC. This transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced today that it has entered into a definitive agreement under which Custom Portfolio Group LLC (“CPG”) will formally join Focus partner firm Transform Wealth LLC (“Transform”). Both CPG and Transform are headquartered in the Denver area. The transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, today announced that it has entered into a definitive agreement under which Goldman & Knell CPA’s, LLP, a boutique business management firm located in Los Angeles, CA, will join Focus partner firm Gelfand, Rennert & Feldman (or “GR&F”). GR&F, which is also headquartered in Los Angeles, is one of the premier multifamily office and business management firms in the industry. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, today announced that it has entered into a definitive agreement under which San Diego-based HoyleCohen LLC will join Focus firm The Colony Group, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, today announced that Travis Danysh, Head of Mergers & Acquisitions and Business Development, has been promoted to serve as the firm’s Chief Corporate Development Officer, effective immediately. Mr. Danysh will continue to be based in Austin, Texas, and will report directly to Michael Nathanson, Focus’ Chief Executive Officer.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced today that it has entered into a definitive agreement under which Focus partner firm Gratus Capital, LLC, headquartered in Atlanta, Georgia will join fellow Focus firm The Colony Group, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that it has entered into a definitive agreement under which Focus partner firm Relative Value Partners Group, LLC, headquartered in Northbrook, Illinois, will formally join fellow Focus firm Kovitz Investment Group Partners, LLC, headquartered in Chicago. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, today announced four key executive appointments that build on the firm’s commitment to operational excellence, unlocking strategic growth opportunities, and delivering innovative solutions.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that the NorthCoast Asset Management business line of Connectus Wealth Advisers, headquartered in Greenwich, Connecticut, has formally joined fellow Focus firm Kovitz Investment Group Partners, LLC.

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced today that five U.S.-based business lines within partner firm Connectus Wealth Advisers have formally joined Focus firm The Colony Group, LLC.

Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management and related financial services firms, announced today at its semi-annual partners meeting that it is in advanced discussions to enter into a definitive agreement under which Focus partner firm Buckingham Strategic Wealth, LLC (“Buckingham”), headquartered in St. Louis, will combine with Focus firm The Colony Group, LLC (“Colony”). Adam Birenbaum, currently Chairman and CEO of Buckingham, will serve as the combined company’s new CEO, and Michael Nathanson, currently CEO of Colony and Focus, will shift to serve solely as CEO of Focus. Any such definitive agreement would be subject to customary closing conditions.

Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management and related financial services firms, announced that Michael Nathanson, President of Focus, has been appointed the Company’s Chief Executive Officer, effective immediately. Dan Glaser, Chairman of Focus’ Board of Directors and Operating Partner at Focus’ majority investment partner, Clayton, Dubilier & Rice (“CD&R”), who had been serving as Interim CEO, has been named Executive Chairman. These pivotal leadership appointments represent an important pillar of Focus’ continued evolution as a firm. Moreover, they underscore Focus’ unwavering commitment to delivering innovative solutions for clients and advisors while unlocking strategic growth opportunities for the firm.

Focus Financial Partners Inc. (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm InterOcean Capital Group, LLC (“InterOcean”), headquartered in Nashville, TN, will formally join Focus firm The Colony Group, LLC (“Colony”). This transaction is expected to close in the second quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”). This transaction is expected to close in the second quarter of 2024, subject to customary closing conditions.

Focus Financial Partners Inc. (“Focus” or the “Company”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Executive Wealth Group, LLC, a registered investment adviser based in Kirkland, WA, will join Focus partner firm Bordeaux Wealth Advisors (“Bordeaux”). This transaction is expected to close in the second quarter of 2024, subject to customary closing conditions.

NEW YORK, NY / ACCESSWIRE / November 30, 2021 / Focus Financial Partners Inc. (NASDAQFOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Alley Company, LLC ("Alley Company"), a registered investment adviser ("RIA") headquartered in Lake Forest, Illinois, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the fourth quarter of 2021,

M&A Momentum Drives Sustained High Growth and Strong Financial Performance NEW YORK, NY / ACCESSWIRE / November 4, 2021 / Focus Financial Partners Inc. (NASDAQFOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or "our"), a leading partnership of independent, fiduciary wealth management firms, today reported results for its third quarter ended September 30, 2021. Third Quarter 2021 Highlights - Total revenues of $454.5 million, 37.1%

NEW YORK, NY / ACCESSWIRE / November 1, 2021 / Focus Financial Partners Inc. (NASDAQFOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which industry veteran Rebecca Deaton will join Focus partner firm Relative Value Partners Group, LLC ("RVP"), headquartered in Northbrook, Illinois. This transaction is expected to close on or about