Focus Financial Partners Overview
- Founded
-
2004
- Status
-
Public
- Employees
-
4,400
- Stock Symbol
-
FOCS
- Investments
-
75
- Share Price
-
$34.06
- (As of Thursday Closing)
Focus Financial Partners General Information
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. Geographically, it derives a majority of revenue from the US and also has a presence in the United Kingdom, Canada, and Australia.
Contact Information
Website
www.focusfinancialpartners.com
Ownership Status
Publicly Held
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Stock Exchange
NAS
Primary Office
- 875 Third Avenue
- 27th Floor
- New York, NY 10022
- United States
+1 (646) 000-0000
Focus Financial Partners Stock Performance
(As of Thursday Closing)
| Stock Price | Previous Close | 52 wk Range | Market Cap | Shares | Average Volume | EPS |
|---|---|---|---|---|---|---|
| $34.06 | $35.16 | $30.88 - $69.13 | $2.23B | 65.4M | 446K | $0.62 |
Focus Financial Partners Financials Summary
|
In Thousands, USD |
TTM 31-Mar-2022 | FY 2021 31-Dec-2021 | FY 2020 31-Dec-2020 | FY 2019 31-Dec-2019 |
|---|---|---|---|---|
| EV | 5,594,915 | 5,984,876 | 3,973,462 | 3,115,989 |
| Revenue | 1,940,343 | 1,797,951 | 1,361,319 | 1,218,341 |
| EBITDA | 377,063 | 301,574 | 271,064 | 193,544 |
| Net Income | 39,258 | 10,412 | 28,045 | (12,872) |
| Total Assets | 4,706,081 | 4,709,006 | 3,062,881 | 2,653,629 |
| Total Debt | 2,722,796 | 2,670,993 | 1,760,414 | 1,469,424 |
Public Fundamental Data provided by Morningstar, Inc.
disclaimer
Focus Financial Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Focus Financial Partners Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Focus Financial Partners Inc is a partnership of independent, fiduciary wealth management firms operating in the highly
Asset Management
New York, NY
4,400
As of 2021
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Add Comparison
Focus Financial Partners Competitors (11)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Edward Jones Investments | Corporate Backed or Acquired | Saint Louis, MO | 00000 | 00000 | 000000000000 | 00000 |
| 0000000 000000 000 | Private Equity-Backed | Naples, FL | 00 | 00 000000 | ||
| 00000000 00000 000 | Corporate Backed or Acquired | Taipei City, Taiwan | 00 | 000000&0 | ||
| 000 00000000 00000 | Corporation | Valley Forge, PA | 00000 | |||
| 0000 000000000 000 | Private Equity-Backed | San Diego, CA | 00 | 0000000 0000 |
Focus Financial Partners Executive Team (55)
Focus Financial Partners Board Members (14)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000000 000000000 | Self | Board Member | 000 0000 |
| 000000000 0000000 | Self | Board Member | 000 0000 |
| 000000 000000000 00. | Focus Financial Partners | Board Member & Chairman of Audit and Risk Committee | 000 0000 |
| 00000000 000000000 | Focus Financial Partners | Board Member | 000 0000 |
| 000000 00000000 | Focus Financial Partners | Chief Operating Officer, Operations & Board Member | 000 0000 |
Focus Financial Partners Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Focus Financial Partners Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Focus Financial Partners Investments & Acquisitions (75)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000 000000 0 | 15-Jun-2022 | 0000000000 | Asset Management | 00000000 | |
| 000000 000000 | 18-May-2022 | 0000000000 | Other Financial Services | 00000000 | |
| 00000000 | 04-May-2022 | 0000000000 | Asset Management | 00000000 | |
| 000 0000000 0 | 03-Jan-2022 | 0000000000 | Asset Management | 00000000 | |
| Cassaday & Company | 08-Dec-2021 | Merger/Acquisition | Asset Management | 00000000 |
Focus Financial Partners Subsidiaries (57)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Seasons of Advice Wealth Management | Asset Management | New York, NY | 2017 |
| 00000000 000000 00 | Asset Management | Menlo Park, CA | 0000 |
| 000000 000000000 0 | Asset Management | New York, NY | 0000 |
| 000 0000 000000000 | Insurance Brokers | Hermitage, PA | 0000 |
| 00000000 0000000 0 | Other Financial Services | Bethlehem, PA | 0000 |
Focus Financial Partners Exits (4)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 0000000 000000000 | 03-Oct-2011 | 000000000 | Completed |
|
|
| 00000000000 000000 | 19-Jan-2010 | 0000000000 | Completed |
|
|
| 0000000 0000000 00 | 30-Jan-2007 | 0000000000 | Completed |
|
|
| Resnick Advisors | 14-Jun-2006 | Buyout/LBO | Completed |
|