RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

RIAs join Focus Financial with their own acquisition plans

Making purchases is much less scary with a big roll-up at your side

Author Brooke Southall December 16, 2009 at 9:47 PM
Admin:
0 Comments
no description available
Jim Pratt-Heaney:[Making acquisitions] would be very difficult [to do] on our own.

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 at 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 at 3:02 AM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo