Focus Financial Partners

General Information


We are a leading partnership of independent, fiduciary wealth management firms operating in the highly fragmented RIA industry, with a footprint of over 50 partner firms across the country. We have achieved this market leadership by positioning ourselves as the partner of choice for many firms in an industry where a number of secular trends are driving RIA consolidation. Our partner firms primarily service high net worth individuals and families by providing highly differentiated and comprehensive wealth management services. Our partner firms benefit from our intellectual and financial resources, operating in a scaled business model with aligned interests, while retaining their entrepreneurial culture and independence.

Employees: 2000
Founded: 2006
Contact Information
Address 825 Third Avenue, 27th Floor, New York, NY 10022, NY
Phone Number (646) 519-2456
Web Address
View Prospectus: Focus Financial Partners
Financial Information
Market Cap $2262.7mil
Revenues $723.6 mil (last 12 months)
Net Income $-64.9 mil (last 12 months)
IPO Profile
Symbol FOCS
Exchange NASDAQ
Shares (millions): 16.2
Price range $33.00 - $33.00
Est. $ Volume $535.1 mil
Manager / Joint Managers Goldman Sachs/ BofA Merrill Lynch/ KKR/ BMO Capital Markets/ RBC Capital Markets/ SunTrust Robinson Humphrey
CO-Managers Fifth Third Securities/ Keefe, Bruyette & Woods (A Stifel Company)/ MUFG? Raymond James/ Regions Securities/ William Blair
Expected To Trade: 7/26/2018
Status: Priced
Quiet Period Expiration Date:
Lock-Up Period Expiration Date:
SCOOP Rating
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