Focus Financial Partners
2004
FOUNDED
PUBLIC
STATUS
1K-5K
EMPLOYEES
FOCS
STOCK SYMBOL
43
INVESTMENTS
$28.00
SHARE PRICE
(As of Friday Closing)
Description
Focus Financial Partners Inc is a partnership of independent, fiduciary wealth management firms operating in the highly fragmented RIA industry. It provides Mergers and acquisitions expertise and other services such as talent acquisition, marketing, regulatory advice and business development. The company generates its revenue in the form of wealth management fees.
Website
Ownership Status
Publicly Held
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Stock Exchange
NAS
Primary Office
- 825 Third Avenue
- 27th Floor
- New York, NY 10022
- United States
+1 (646) 000-0000
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Focus Financial Partners Stock Performance
| 52 wk Range | Market Cap | Prev. Close | EPS | Average Volume | Shares |
|---|---|---|---|---|---|
| $22.61 - $49.52 | $1.94B | $27.85 | -$0.19 | 226K | 69.3M |
Focus Financial Partners Financials Summary
|
In Thousands,
USD |
TTM
31-Mar-2019
|
FY 2018
31-Dec-2018
|
FY 2017
31-Dec-2017
|
FY 2016
31-Dec-2016
|
|---|---|---|---|---|
| Enterprise Value | 3,614,084 | 3,446,665 | ||
| Revenue | 974,575 | 910,880 | 662,887 | 485,444 |
| EBITDA | 137,335 | 122,296 | 62,832 | 94,564 |
| Net Income | (11,188) | (590) | (48,359) | 15,722 |
| Total Assets | 2,396,156 | 1,937,778 | 1,234,837 | 752,941 |
| Total Debt | 1,084,683 | 836,582 | 980,502 | 457,000 |
Public Fundamental Data provided by Morningstar, Inc.
disclaimer
Focus Financial Partners Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookFocus Financial Partners Competitors (7)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Portfolio Solutions | Private Equity-Backed | Troy, MI | 00 | 00 000000 | ||
| 00000000 | Corporate Backed or Acquired | Saint Louis, MO | 00000000000 | |||
| 000000 & 0000000 | Corporation | New York, NY | 000 | 00000 | 00000000 | 00000 |
| 000000000 00000000 | Private Equity-Backed | Chicago, IL | 000 | 0000 | 000000000 | 0000 |
| 000 000000000 | Private Equity-Backed | Deerfield, IL | 000000000000 |
Focus Financial Partners Investments & Acquisitions (43)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000 & 0000000000 | 28-May-2019 | 000000000000000000 | Asset Management | 00000000 00000 | |
| 00000000 000000000 | 17-May-2019 | 000000000000000000 | Asset Management | 00000000 00000 | |
| 00000 & 000000 000 | 14-May-2019 | 000000000000000000 | Asset Management | 00000000 00000 | |
| 0000000000 | 19-Jun-2018 | 00000 00000 00 | 0000 | Information Services (B2C) | 000000 00000000 |
| Nigro Karlin Segal Feldstein & Bolno | 01-Apr-2018 | Buyout/LBO | Consulting Services (B2B) | 00000000 00000 |
Focus Financial Partners Exits (3)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 0000000 000000000 | 03-Oct-2011 | 000000000 | Completed |
|
|
| 00000000000 000000 | 19-Jan-2010 | 0000000000 | Completed |
|
|
| Resnick Investment Advisors | 14-Jun-2006 | Buyout/LBO | Completed |
|
Focus Financial Partners Subsidiaries (29)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Quadrant Private Wealth | Asset Management | Bethlehem, PA | 2014 |
| 0000 00000000 | Asset Management | Chapel Hill, NC | 0000 |
| 0000000 0000000 00 | Investment Bank | Southfield, MI | 0000 |
| 00000000 00000 000 | Asset Management | Northbrook, IL | 0000 |
| 000000 0000000000 | Asset Management | Chicago, IL | 0000 |
Focus Financial Partners Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookFocus Financial Partners Executive Team (53)
9 Former Executives
You’re viewing 5 of 53 executives. Get the full list »Focus Financial Partners Board Members (8)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 00000000 00000 | Focus Financial Partners | Co-Founder, Chairman and Chief Executive Officer | 000 0000 |
7 Former Board Members
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