Announced
Financials
Tags
Pending
Majority
Friendly
Private Equity
Single Bidder
Asset Managers and Custodians
Acquisition
Cross Border
asset and wealth management
Switzerland
Private
Synopsis
Focus Financial Partners, an investor in independent, fiduciary wealth management firms, agreed to acquire Octogone, a wealth and investment management firm based in Geneva. Financial terms were not disclosed. "Our partnership with Focus is an important step in positioning Octogone for continued strong growth and service excellence to its clients. This transaction will allow us to maintain our firm's independence and entrepreneurial spirit, and promote a solid future for our clients and employees. Focus' scale and unique value proposition will provide us with capabilities to enhance both our business and services to clients. We are incredibly excited for the future of Octogone with Focus as our strategic partner," Joakim D. Lehmkuhl, Octogone Co-Founder and Chairman.
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