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Charlie Arestia

Vice President, Investor Relations & Corporate Communications at FOCUS FINANCIAL PARTNERS

Manager

Deal Bio

Total Deals6

Valued Deals1

Total Value£5,678M

Avg. Deal Size£5,678M

Market Context

Expertise (6)

Key Relationships

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United States

Asset Managers and Custodians

AcquisitionDomesticMajorityPrivate

target

Cardinal Point

bidder

Focus Financial Partners

value n/a

10 dealmakers

Canada

Asset Managers and Custodians

Cross BorderAcquisitionPrivateMajority

target

Gavin Hockey Wealth Specialists

bidder

Focus Financial Partners

value n/a

14 dealmakers

United States

Asset Managers and Custodians

DomesticPrivateMajorityPrivate EquityAcquisition

target

Mid-continent Capital

bidder

Connectus Wealth Advisers

value n/a

8 dealmakers

Switzerland

Asset Managers and Custodians

MajorityPrivate EquityAcquisitionCross BorderPrivate

target

Octogone Holding

bidder

Focus Financial Partners

value n/a

11 dealmakers

United States

Asset Managers and Custodians

AcquisitionCross BorderPrivateMajority

target

Fourthought Private Wealth

bidder

Focus Financial Partners

value n/a

8 dealmakers

United States

Asset Managers and Custodians

PrivatisationPrivate EquityAcquisitionDomesticMajorityPublic

target

Focus Financial Partners

bidder

Clayton Dubilier & Rice

£5,677m

75 dealmakers

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.