Longtime Merrill Lynch Executive Chris Dupuy Joins Focus Financial Partners • Flynn Family Office Launches with Award-Winning Team • Top Ranked LVW Advisors Expands Team and Deepens Service Offering with Addition of Wells Fargo Advisors • Quadrant Private Wealth Launches Independent Firm and Joins Focus Financial Partners’ Connections Program • Focus Expands Into the Southeast by Adding Summit Financial to Growing Partnership • Billion-Dollar Team Leaves UBS, Goes Independent • Atlas Private Wealth Management, a $1 Billion Firm, Expands into the NY Capital Region With Two Veteran Albany Advisors • Focus Expands Credit with Access to $550 Million Facility • Focus Exceeds $1.6 Billion in Assets through its Industry-Leading Succession Planning Program • Focus Bolsters Business with New Talent • Focus Announces Partnership with Telemus Capital Partners • Focus Financial Partners Adds LaFleur & Godfrey as a New Partner Firm • Focus Receives Strategic Equity Investment from Centerbridge • Focus wins $400 million DFA RIA in Dallas with Buckingham • Focus Strengthens Breakaway Offering with Strategic Hires • Focus Strengthens New York Presence with Addition of The Portfolio Strategy Group  • Merriman, LLC  joins Focus Financial Partners • Focus launches industry wide succession solution  •  Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm  •  Focus Financial’s Colony Group to Merge With Mintz Levin  •  Going Independent: Wirehouse Superstar Goes Solo  •  Intergenerational Wealth Transfer: A window of opportunity in 2012  •  Beirne Wealth Consulting Launches through Focus Connections  •  Focus Closes $220 Million Credit Facility  •  Focus Adds Resources to Breakaway Offering  •  Rudy Adolf Named to InvestmentNews Power 20  •  Focus Named to Inc. 5000 List of Fastest Growing Companies for 2nd Consecutive Year  •  Sapient Private Wealth Management Becomes Focus Partner  •  Top Ranked Lori Van Dusen Opens LVW Advisors  •  Hufford Financial Joins Focus  •  The Colony Group to Join Focus  •  Focus Surpasses $40 Billion in Assets at 5 Year Anniversary, Adds Pettinga Financial

Press Release

Vestor Capital Partners Joins Focus Financial Partners

NEW YORK/CHICAGO, October 11, 2012 — Focus Financial Partners, LLC (“Focus”), the largest partnership of independent wealth management firms with over $52 billion in assets, today announced the acquisition of Chicago-based Vestor Capital Partners, LLC (“Vestor”). Vestor is a fee-based, dually registered investment advisory firm with client assets in excess of $500 million. Vestor’s partnership went into effect on October 1, bringing Focus’ total number of partner firms and affiliates to 24. This represents the fifth transaction for Focus this year.

“Over the years, Focus has worked to cultivate a partnership of strong, like-minded RIAs that uphold high fiduciary standards and epitomize strong client relationships. Vestor’s service model has been built and centered around their clients for nearly three decades, creating the deep client relationships we look for in a partner,” said Rudy Adolf, founder and CEO of Focus. “We are excited to make our entry into the Chicago market with Vestor and, through them, hope to attract interest from additional advisors.”

Vestor, an independent advisory firm, was founded by Brian C. Baker, a licensed attorney and CPA. The company provides a range of holistic wealth management services, including investment management, financial planning, retirement planning, insurance, estate/wealth transfer planning, business succession services, and income tax planning to high-net-worth clients located all over the country, with a large concentration based in the Chicago area.

“We were searching for a strategic partner for a number of years and were excited when we found Focus,” said Brian Baker, president and CIO at Vestor. “At the core, the Focus model is based on preserving our independence while allowing us to access resources so we can actively pursue our vision. We have set our sights on growing our business by extending our services to more clients and recruiting like-minded advisors to join us.”

Vestor’s advisors possess deep industry knowledge and credentials that reflect the caliber and level of specialization throughout their ranks, including those holding CFA, JD, MBA, CPA and CFP® designations. Vestor has established an exemplary track record providing catered investment and wealth management solutions to high-net-worth individuals, families and institutional investors.


 

About Focus Financial Partners
Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With over $52 billion in assets and over 750 employees, including over 100 partners, Focus provides wealth management, benefit and investment consulting services to individuals, families, employers and institutions. Clients benefit from Focus’s independence, unrivaled access and continuity. Focus principals maintain their entrepreneurial independence, benefit from the synergies, scale, economics and best practices of the market leader and achieve an eventual, smooth ownership transition. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information, please visit www.focusfinancialpartners.com.

About Vestor Capital Partners
Vestor Capital Partners, LLC is a financial investment advisory firm with over $500 million in assets under management. Based in Chicago, Vestor provides tailored investment advice and wealth management planning, including estate and tax planning services, to help clients meet their long-term financial goals. In 2010, Vestor was recognized as a “Manager of the Decade” for its core U.S. equity strategy by PSN, the longest-running investment manager database in North America. For more information, please visit www.vestorcapital.com/index.php

Contact:
FTI Consulting
Raina Gajjar, +1 212.850.5724
Raina.Gajjar@fticonsulting.com