RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Focus Finacial"


Headline

Publish date


Rudy Adolf: Overall industry M&A momentum is very strong. It just happens to be that ours is even stronger.
August 11, 2021 at 3:12 AM

Rudy Adolf: Reality is – actually the number is about 1,000 firms in the industry based on several research groups are over $1 billion.

Focus Financial struggles to move 'needle' but reframes opportunity from 500 $1-billion RIAs to 1,000 practices

The RIA rollup's decelerating growth rate and limited acquisition capital are among an analyst's concerns

May 7, 2021 at 1:54 AM

Abby Salameh will help Hightower-affilated RIAs to market in her new CMO role

New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA

The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray

May 3, 2019 at 7:11 PM

Kevin Gray: We’ve had many clients reach out to us and now we can call them.

Lisa's Bits: Goldman Sachs's $35-billion RIA loses nine more advisors who form Veracity Capital; Mariner makes biggest-ever RIA deal of $2 billion; Focus stock is steady in rocky market and gets 'F' rating from Schwab

In 2018 Goldman Sachs has seen more than a dozen advisors jump ship over to form RIAs; Bicknell rejuvenated RIA shows off spring-loaded M&A; Focus Finacial shares take on water but weather storm

November 19, 2018 at 9:19 PM

Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Focus Financial files for IPO to raise $100 million, with 'interesting' timing

Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%

May 24, 2018 at 5:15 PM

Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage

PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees

April 19, 2017 at 4:39 AM

Mitchell Kovitz: With access to Focus’ resources and capital, we believe Kovitz will be able to enter into its next phase of growth while maintaining our independence.

Focus Financial bags $3.1 billion, 50-person RIA and why it 'really is impressive'

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

January 15, 2016 at 3:20 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.