Focus Financial Announces $75 Million Stock Repurchase Plan:
Total Return of Capital of Nearly $300 Million to Shareholders in Two Years

NEW YORK--()--Focus Financial Partners, LLC (‘Focus’) announced today that its Board of Managers has approved a stock redemption plan authorizing the repurchase of up to $75 million in equity from existing shareholders using Focus’ balance sheet capital. This will be the second liquidity event for Focus shareholders following the $216 million Centerbridge Capital Partners investment in October 2013, creating a total return of capital to Focus shareholders of nearly $300 million in two years.

“Focus has grown tremendously over the last two years and it is in a terrific position of strength. We are delighted to offer this level of additional liquidity to our shareholders at a significant premium to our 2013 liquidity event. Importantly, this event demonstrates Focus’ strong balance sheet that has sustained significant deal momentum in both the RIA and wirehouse markets as well as our recent sizable investment in senior talent,” says Ruediger Adolf, Founder and CEO of Focus.

In 2014 Focus brought on six new partner firms and affiliates, completed 12 mergers for its existing partners and achieved significant scale in its Focus Successions® program.

Thus far in 2015 alone, Focus has completed three marquee transactions, including the investment into The Fiduciary Group, LLC, a $675 million RIA based in Savannah, Georgia; its first Canadian investment in Dorchester Wealth Management, a CAN$850 million Montreal-based wealth manager; and the investment in its most recent wirehouse lift-out, $1.4 billion Institutional and Family Asset Management (‘IFAM’), LLC.

Focus has also continued to invest in its existing partner firms through the execution of multiple merger transactions in 2015. In addition, Focus has increased the bench strength at the holding company through the addition of 10 new senior professionals into its M&A, Legal and Finance teams. Collectively, the additional capabilities created by these investments will allow Focus to continue its growth trajectory.

About Focus Financial Partners, LLC

Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With well over $325 million in annual run rate revenues, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included three times on Inc. magazine’s Top 500/5000 ranking of the nation’s fastest-growing private companies in 2010, 2011 and 2014. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information about Focus Financial Partners, please visit


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