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Focus Financial Partners Inc. to acquire Custom Portfolio Group LLC to enhance wealth management capabilities

Sep 26, 2024•11 months ago

Acquiring Company

Focus Financial Partners

Acquired Company

Custom Portfolio Group

New YorkDenverAngel InvestmentNon ProfitFinanceFinancial Services

Description

Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, has entered into a definitive agreement to acquire Custom Portfolio Group LLC. This acquisition will provide Custom Portfolio Group LLC with access to Transform Wealth's financial planning and investment advisory capabilities, while also enabling Transform to expand its strong footprint in Colorado.

Company Information

Company

Focus Financial Partners

Location

New York, New York, United States

About

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. 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 operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

Company News

(10 articles)
Wed, 05 Feb 2025 02:36:26 GMT

Eight Advisers With Focus Partner Firms Named to the 2022 List of Australia's Top 100 Financial Advisers - ACCESS Newswire

Mon, 13 Jan 2025 08:00:00 GMT

Focus Financial Partners Announces Rebrand and Introduces New Brand Architecture for Its Hubs - Yahoo Finance

Wed, 30 Apr 2025 07:00:00 GMT

Focus Financial Partners Expands Executive Leadership Team - Business Wire

Mon, 27 Feb 2023 08:00:00 GMT

Focus Financial Partners to be Acquired by CD&R — Clayton Dubilier & Rice, LLC | Building Businesses Building Value - CD&R

Tue, 28 Jan 2025 03:13:48 GMT

Sydney-Based Omega to Join Focus Partner Firm MEDIQ Financial Services, Expanding MEDIQ’s Presence in Australia - ACCESS Newswire

Mon, 23 Jun 2025 07:00:00 GMT

Focus Partners Wealth Expands with Acquisition of David Wealth Management - Business Wire

Wed, 15 Jan 2025 08:00:00 GMT

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO - Business Wire

Thu, 30 Jan 2025 12:29:30 GMT

Brian Cook to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean's Presence in the Nashville Area - ACCESS Newswire

Wed, 11 Jun 2025 02:18:06 GMT

Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors, Further Expanding Connectus' Australian Footprint - ACCESS Newswire

Tue, 29 Apr 2025 07:36:57 GMT

Ross Bennet Smith to Join Focus Partner Firm NKSFB, Expanding NKSFB’s Presence into the United Kingdom - ACCESS Newswire

FundzWatch™ Score

76
High M&A Activity

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed