RIAs join Focus Financial with their own acquisition plans
Making purchases is much less scary with a big roll-up at your side
Luminous Capital
|Hou
|LLBH
|Focus Financial
|Loftus
|Brochu
|Polaris Ventures
|Summit Partners
|Pratt-Heaney
|StrategicPoint
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