The Colony Group, LLC to acquire HoyleCohen, LLC to enhance wealth advisory capabilities
Acquiring Company
The Colony Group
Acquired Company
HoyleCohen
BostonSan DiegoDescription
Focus Financial Partners Inc. has announced that The Colony Group, LLC has entered into a definitive agreement to acquire HoyleCohen, LLC. This strategic acquisition will allow HoyleCohen to gain access to Colony's extensive planning and investment expertise while Colony will leverage HoyleCohen's skilled advisors and resources to strengthen its footprint within key markets across the West Coast.
Quick answer
The Colony Group is acquiring HoyleCohen, announced August 5, 2024. The Colony Group is based in Boston, Massachusetts, United States.
- How much did The Colony Group pay for HoyleCohen?
- The deal value was not disclosed.
- What does The Colony Group do?
- The Colony Group is an independent, national wealth and business management firm with approximately $32.3 billion in assets under management.
- Where are The Colony Group and HoyleCohen based?
- The Colony Group is based in Boston, Massachusetts, United States. HoyleCohen is based in San Diego, California, United States.
Source: Fundz verified event record.
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Frequently asked
Who acquired HoyleCohen?
HoyleCohen was acquired by The Colony Group, based in Boston. The deal was reported on August 5, 2024. The Colony Group is an independent, national wealth and business management firm with approximately $32.3 billion in assets under management. The Colony Group is privately held.
When did The Colony Group acquire HoyleCohen?
The Colony Group's acquisition of HoyleCohen was reported on August 5, 2024. Focus Financial Partners Inc. has announced that The Colony Group, LLC has entered into a definitive agreement to acquire HoyleCohen, LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does HoyleCohen do?
HoyleCohen, LLC is a leading West Coast based RIA with four offices across California and Arizona, specializing in long-term planning through designing and implementing tailored wealth solutions. It is privately held, and is based in San Diego.
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