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Cover Image FOCUS FINANCIAL PARTNERS

FOCUS FINANCIAL PARTNERS

FOCUS FINANCIAL PARTNERS

Deals Overview

Total Deals10

Valued Deals1

Total Value£ 5.68 B

Avg. Deal Size£ 5.68 B

Market Context

Subsidiaries

CONNECTUS WEALTH ADVISERS

1 transaction

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18 Apr 2017|United States|Asset Managers and Custodians

Target: FOCUS FINANCIAL PARTNERS

Bidder: STONE POINT CAPITAL LLC

19 Service Providers

7 Target | 12 Bidder

6 Dealmakers

3 Target | 4 Bidder

n/a

Value

16 Sep 2021|United States|Asset Managers and Custodians

Target: CARDINAL POINT

Bidder: FOCUS FINANCIAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

23 Jul 2021|Canada|Asset Managers and Custodians

Target: GAVIN HOCKEY WEALTH SPECIALISTS

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

2 Target | 2 Bidder

14 Dealmakers

2 Target | 12 Bidder

n/a

Value

25 Feb 2022|United States|Asset Managers and Custodians

Target: MID-CONTINENT CAPITAL

Bidder: CONNECTUS WEALTH ADVISERS

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

29 Apr 2022|Switzerland|Asset Managers and Custodians

Target: OCTOGONE HOLDING SA

Bidder: FOCUS FINANCIAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

22 Sep 2022|United States|Asset Managers and Custodians

Target: FOURTHOUGHT PRIVATE WEALTH

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

3 Target | 1 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

02 Feb 2023|United States|Asset Managers and Custodians

Target: FOCUS FINANCIAL PARTNERS

Bidder: CLAYTON DUBILIER & RICE LLC

21 Service Providers

7 Target | 12 Bidder | 2 Vendor

75 Dealmakers

19 Target | 37 Bidder | 19 Vendor

£ 5.68 B

Value

03 Jun 2024|Canada|Asset Managers and Custodians

Target: CARDINAL POINT

Bidder: FOCUS FINANCIAL PARTNERS

5 Service Providers

2 Target | 3 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

29 May 2025|United States|Asset Managers and Custodians

Target: CHURCHILL MANAGEMENT CORPORATION

Bidder: FOCUS PARTNERS WEALTH

6 Service Providers

2 Target | 4 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

23 Jun 2025|United States|Asset Managers and Custodians

Target: DAVID WEALTH MANAGEMENT

Bidder: FOCUS FINANCIAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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