Announced
Completed
Synopsis
Focus Financial, a partnership of fiduciary wealth management and related financial services firms, completed the merger of GAVIN Hockey Wealth Specialists, a financial services, finance general, and athlete management company, and Cardinal Point, a wealth and business management firm. Financial terms were not disclosed. “We have seen firsthand the benefits of building resources tailored to a dedicated client segment. We are excited to have played a role in this transaction and believe that the collective talent base of Cardinal Point Athlete Advisors positions the firm as a distinct leader in the wealth advisory space for athletes,” Sukanya Kuruganti, Focus Managing Director, Co-Head of Partnerships and Business Development.
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