Insights
FOCUS ON…
A Series Of Conversations From Focus Financial Partners.
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August 15, 2025
Focus On... The Evolution of Focus
In this special edition of Focus On…, we departed from our usual format to welcome our first guest host, Steve Levitt, Managing Director at Houlihan Lokey, to discuss Focus’ recent evolution and what that means for our current partners and team members, our firms’ clients, and anyone who may join us in the future.
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February 19, 2025
Focus On... The Rise of Alternatives
In our latest episode of Focus On…, I welcomed Tim Connor and Stephen Carlson, Co-Heads of Focus Investment Partners, to discuss the growing importance of alternative investments and how Focus is harnessing the collective strength of our network to deliver high-quality investment solutions, support, and service throughout the Focus partnership.
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October 21, 2024
Focus On... The M&A Landscape
In our second episode of Focus On…, we explored mergers and acquisitions (M&A) within the wealth management industry, a subject that has dominated headlines for the past decade. The scale and number of acquirers in our industry continue to rise, with the number of consolidators more than doubling over the last few years.
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June 18, 2024
Focus On… The Value of PE Investment in The Independent RIA Space
In our inaugural episode of Focus On…, we hosted Dan Glaser, Executive Chairman of Focus Financial Partners and an Operating Partner of private equity firm Clayton, Dubilier & Rice. Dan shared insight into the reasons behind and advantages of private equity investment in Registered Investment Advisors.
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