Announced
Synopsis
Focus Partners, a wealth management firm, agreed to acquire David Wealth Management, an investment advisor. Financial terms were not disclosed. “M&A remains a key strategic priority as we continue to bring together exceptional firms that share our commitment to delivering greater value and service to clients and their advisors. By joining forces with Focus Partners Wealth, David Wealth will have access to far greater resources and capabilities to deliver more value to their clients. I’m grateful to the David Wealth team for trusting Focus Partners Wealth in this important transaction and we look forward to welcoming them to our company,” Adam Birenbaum, Focus Partners CEO.
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