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Focus Financial Partners

Focus Financial Partners
2004 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
FOCS STOCK SYMBOL
46 INVESTMENTS
$29.46 SHARE PRICE (As of Thursday 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.

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
$19.05 - $40.36 $2.05B $29.76 $0.20 267K 69.5M

Focus Financial Partners Financials Summary

In Thousands,
USD
TTM
30-Sep-2019
FY 2018
31-Dec-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
Enterprise Value 3,237,943 2,788,006
Revenue 1,125,625 910,880 662,887 485,444
EBITDA 200,739 122,296 62,832 94,564
Net Income 8,735 (590) (48,359) 15,722
Total Assets 2,644,628 1,937,778 1,234,837 752,941
Total Debt 1,459,042 836,582 980,502 457,000
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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Focus Financial Partners Competitors (10)

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
000000 000000 0000 Private Equity-Backed Omaha, NE 00 0000 0000000 0000 0000
00000000 Corporate Backed or Acquired Saint Louis, MO 00000000000
0000 000000000 000 Corporation
000000 & 0000000 Corporation New York, NY 000 00000 00000000 00000
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Focus Financial Partners Investments & Acquisitions (46)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 00000000 30-Jun-2019 0000000000 Asset Management 000000 00000000
00000000 00000 000 20-May-2019 0000000000 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
Edge Capital Partners 02-Aug-2018 Merger/Acquisition Asset Management 00000000 00000
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Focus Financial Partners Exits (4)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 000000000 03-Oct-2011 000000000 Completed
  • 00000 000000000 00
00000000000 000000 19-Jan-2010 0000000000 Completed
  • 3 buyers
0000000 0000000 00 30-Jan-2007 0000000000 Completed
  • 2 buyers
Resnick Investment Advisors 14-Jun-2006 Buyout/LBO Completed
  • 2 buyers
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Focus Financial Partners Subsidiaries (32)

Company Name Industry Location Founded
Quadrant Private Wealth Asset Management Bethlehem, PA 2014
000000 00000000 Asset Management Melbourne, Australia 0000
0000 00000000 Asset Management Chapel Hill, NC 0000
00 00000000 000000 Other Financial Services Providence, RI 0000
0000 0000000 00000 Asset Management Atlanta, GA 0000
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Focus Financial Partners Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Focus Financial Partners Executive Team (53)

Name Title Board
Seat
Contact
Info
Ruediger Adolf Chief Executive Officer & Chairman
James Shanahan Chief Financial Officer & Chief Accounting Officer
Rajini Kodialam Founder & Chief Operating Officer
Eric Amar Managing Director
Molly Bennard Managing Director

22 Former Executives

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Focus Financial Partners Board Members (8)

Name Representing Role Since Contact
Info
00000000 00000 Focus Financial Partners Chief Executive Officer & Chairman 000 0000

7 Former Board Members

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