April 19, 2017   Click here to view entire article

Focus Financial’s home run: Aggregator PE deal worth $2B

It looks like RIA aggregator Focus Financial Partners has hit a home run.

Two top tier private equity firms, Stone Point Capital and KKR, are set to acquire a majority stake in the 11-year old New York-based company, one of the industry’s leading consolidators, valuing Focus at approximately $2 billion.

December 15, 2016   Click here to view entire article

How to pick a partner on the road to independence

In the midst of enormous change, many elite advisers find themselves at a crossroads, trying to determine the next stage for themselves, their teams and their clients. Often the path to independence is among the options considered. You’ve spent decades building and nurturing your practice. It’s not just a business — it’s truly a part of you.

Press Releases

January 22, 2018 Focus Financial Starts Year With Three Strategic Transactions
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January 16, 2018 Former LPL Advisory Team Cornerstone Wealth Joins Focus
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January 8, 2018 Focus Partner Firm The Colony Group Expands to 10 Offices with Mergers in the D.C. and NY Metro Areas
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