Focus Financial Partners

Focus Financial Partners, Inc. is a holding company, which engages in the provision of wealth management services. It also offers practices, resources, and continuity planning for its partner firms who serve individuals, families, employers, and institutions with comprehensive wealth management services. The company was founded by Leonard R. Chang, Ruediger Adolf and Rajini Sundar Kodialam on July 29, 2015 and is headquartered in New York, NY.

Earnings data Q2 2024

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Focus Financial Partners is a partnership of independent, fiduciary wealth management firms, they provide access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers, and institutions with comprehensive wealth management services. It uses its M&A expertise and capital to assist partner firms in identifying attractive expansion prospects of its own and has continued to expand its suite of value-added services to include technology, talent acquisition, business development and marketing, operations, and regulatory advice.

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Focus Financial Partners, Inc. (FOCS) CEO Rudy Adolf on Q2 2020 Results - Earnings Call Transcript

Focus Financial Partners Inc. (FOCS) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Focus Financial Partners

Focus (FOCS) saw a big move last session, as its shares jumped nearly 10% on the day, amid huge volumes.

Focus (FOCS) Looks Good: Stock Adds 9.6% in Session

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Focus Financial Partners, Inc. (FOCS) CEO Rudy Adolf on Q1 2020 Results - Earnings Call Transcript

Focus Financial Partners has been struggling lately, but the selling pressure may be coming to an end soon.

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Focus Financial Partners Sees Hammer Chart Pattern: Time to Buy?

If you are looking for a fast-growing stock that is still seeing plenty of opportunities on the horizon, make sure to consider Focus Financial Partners (FOCS).

Is Focus Financial Partners (FOCS) a Great Growth Stock?

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Focus Financial Partners' (FOCS) CEO Rudy Adolf on Q4 2019 Results - Earnings Call Transcript

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NEW YORK, Jan.  16, 2020  (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has successfully repriced the interest rate applicable to its First Lien Term Loan. In an oversubscribed transaction, Focus will reduce the rate from LIBOR + 2.50% to LIBOR + 2.00% with an expected closing later this month. There will be no changes to any of the terms of its First Lien Revolver as a result of this repricing.

Focus Financial Partners Reprices Term Loan and Reduces Borrowing Costs

NEW YORK, Dec.  20, 2019  (GLOBE NEWSWIRE) -- 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 Allen Berg (“Berg”), a multi-family office and investment management services professional, will join Focus partner firm Kovitz Investment Group Partners, LLC (“Kovitz”), based in Chicago, Illinois. The transaction is expected to close in the first quarter of 2020, subject to customary closing conditions.

Allen Berg To Join Focus Partner Firm Kovitz Investment Group Partners

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NEW YORK, Dec.  11, 2019  (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that Nexus Investment Management Inc. (“Nexus”) has entered into a definitive agreement to join the Focus partnership. The transaction is expected to close in the first quarter of 2020, subject to regulatory approval and other customary closing conditions.

Toronto-Based Nexus Investment Management To Join Focus as a New Partner Firm

As of late, it has definitely been a great time to be an investor in Focus Financial Partners Inc. (FOCS).

Focus Financial Partners Inc. (FOCS) Shares March Higher, Can It Continue?

Focus Financial Partners Inc. (FOCS) CEO Rudy Adolf on Q3 2019 Results - Earnings Call Transcript

NEW YORK, Nov.  04, 2019  (GLOBE NEWSWIRE) -- 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 Alliance Benefit Group of Michigan, Inc. (“ABG of Michigan”), a premier retirement and benefits plan consulting and administration firm, will join Focus partner firm Sentinel Benefits & Financial Group (“Sentinel”), based in Wakefield, Massachusetts. The transaction is expected to close in the first quarter of 2020, subject to customary closing conditions.

Alliance Benefit Group of Michigan To Join Focus Partner Firm Sentinel Benefits & Financial Group

NEW YORK, Oct.  11, 2019  (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus” or the “Company”), a leading partnership of independent, fiduciary wealth management firms, announced today that it will hold its first Investor Day for common stockholders and analysts on Wednesday, November 20, 2019 in New York City. The event will start at 8:00 a.m. Eastern Time (“ET”) and is expected to conclude at approximately 1:30 p.m. ET. Discussion topics will include the Company’s current business, competitive positioning and financials, as well as its growth strategy and business outlook. The event will feature presentations by Focus’ management team and certain of Focus’ partner firms.

Focus Financial Partners Announces Inaugural Investor Day

NEW YORK, Sept.  25, 2019  (GLOBE NEWSWIRE) -- 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 Glass Malek LLP (“Glass Malek”), a full-service multifamily office and business management firm based in Los Angeles, California, will join with Focus partner firm The Colony Group, LLC (“Colony”) based in Boston, Massachusetts. This transaction is expected to close in the fourth quarter of 2019, subject to customary closing conditions.

Glass Malek to Join Focus Partner Firm The Colony Group

NEW YORK, Aug.  30, 2019  (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has filed a shelf registration statement on Form S-3 with the Securities and Exchange Commission.  The registration statement covers shares of Focus’ Class A common stock, preferred stock, depositary shares, warrants, subscription rights and units.

Focus Financial Partners Files Form S-3 Following One-Year Anniversary of Initial Public Offering

NEW YORK, Aug.  26, 2019  (GLOBE NEWSWIRE) -- 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 Harvest Capital Management, LLC (“Harvest”), a registered investment advisor based in Concord, New Hampshire, will join Focus partner firm The Colony Group, LLC (“Colony”). The transaction is expected to close in the fourth quarter of 2019, subject to customary closing conditions.

Harvest Capital Management To Join Focus Partner Firm The Colony Group

Focus Financial Partners, Inc. (FOCS) CEO Rudy Adolf on Q2 2019 Results - Earnings Call Transcript

News for Focus Financial Partners Stock (FOCS)