Focus Financial Strikes 6 Merger Deals for Partners
One advisor acquisition came about through a discussion about succession planning, an executive says.
17 RIAs Sign Succession Deals via Focus Financial
The advisor rollup firm aims for its 27 partners to work together on transitions and continuity planning.
Focus Financial’s Colony Group to Merge With Mintz Levin
Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.
Focus Financial Takes Stake in $1.3B RIA Firm Colony Group
Boston-based RIA investment marks fourth transaction this year for rollup firm, raises total AUM to $45B.