January 25, 2023
Newman Schimel to Join Focus Partner Firm Kovitz Investment Group, Expanding Kovitz’s Greater Chicago Area Presence in its Second Transaction Announced in 2023
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Financial Partners Capital Management to Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL’s Scale and Establish Its New York City Presence
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Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham’s First Office in Cincinnati, Ohio
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Origin Investments to Join Forces with Focus Partner Firm Kovitz Investment Group in a Strategic Transaction to Expand Kovitz’s Private Real Estate Investment Solutions
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Cooper Lapman to Join Focus Partner Firm The Colony Group, Expanding Colony's Substantial Boston Presence in its Second Strategic Transaction Announced in 2022
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Convergent Financial Strategies to Join Focus Partner Firm Buckingham Strategic Wealth, Creating a New Presence in Philadelphia Wealth Market
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Regent Investment Management to Join Focus Partner Firm Bartlett & Co. Wealth Management, Expanding Its Midwest Presence
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Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen, Further Expanding HoyleCohen’s Presence in the San Diego Wealth Management Market
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Focus Financial Partners Closes Credit Refinancing, Raising New Term Loan and Extending Maturities and Increasing Financial Flexibility
Get the detailsNovember 22, 2022