Focus Financial Partners Overview

  • Founded
  • 2004

Founded
  • Status
  • Public

  • Employees
  • 4,400

Employees
  • Stock Symbol
  • FOCS

Stock Symbol
  • 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

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

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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

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Focus Financial Partners Comparisons

Description
Primary
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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Saint Louis, MO
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Naples, FL
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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
You’re viewing 5 of 11 competitors. Get the full list »

Focus Financial Partners Executive Team (55)

Name Title Board Seat Contact Info
Ruediger Adolf Chief Executive Officer & Chairman
James Shanahan Chief Financial Officer & Chief Accounting Officer
Rajini Kodialam Chief Operating Officer, Operations & Board Member
Eric Amar Managing Director
Molly Bennard Managing Director
You’re viewing 5 of 55 executive team members. Get the full list »

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
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Focus Financial Partners Signals

Growth Rate

0.80% Weekly
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

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Focus Financial Partners Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
You’re viewing 5 of 75 investments and acquisitions. Get the full list »

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
You’re viewing 5 of 57 subsidiaries. Get the full list »

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 Advisors 14-Jun-2006 Buyout/LBO Completed
  • 2 buyers
To view Focus Financial Partners’s complete exits history, request access »