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Focus Financial Partners

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.

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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Focus 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
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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
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Focus Financial Partners Exits (3)

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
Resnick Investment Advisors 14-Jun-2006 Buyout/LBO Completed
  • 2 buyers
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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
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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 Co-Founder, Chairman and Chief Executive Officer
Chris Dupuy President, Focus Connections
James Shanahan Chief Financial Officer
Rajini Kodialam Co-Founder & Chief Operating Officer
Leonard Chang Managing Director & Co-Founder

9 Former Executives

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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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