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List of Focus Financial Partners's Acquisitions

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Focus Financial Partners has made a total of 14 acquisitions. These acquisitions span 5 sectors, including Asset Management, Services for Investment Industry, and Insurance Distribution, across 2 countries: United States and Australia. Peak activity occurred in 2020 with 3 acquisitions, and in 2025 and 2018 with 2 acquisitions each. Between 2020 and 2025, the firm maintained an average of 0.8 acquisitions per year, and it has completed 1 acquisition in the current calendar year. The most recent acquisition is EverNest Financial Advisors, acquired in June 2026. Founded in 2022 in Carmel, the firm provides financial planning and investment management services to individuals, families, and institutions.

Here's the year on year acquisition history of Focus Financial Partners:

Year on year acquisition history of Focus Financial Partners2026202520242022202020182017Acquisitions Round Date (Yearly)01234
  • Number of Total Acquisitions
Year
# Acquisitions
2026
1
2025
2
2024
1
2022
1
2020
3
2018
2
2017
2
2012
1

Recent acquisitions by Focus Financial Partners

Focus Financial Partners's most recent acquisition - EverNest Financial Advisors is a Investment adviser providing comprehensive financial planning and investment management services to a diverse range of clients, including individuals, families, and institutions, founded in 2022 and located in Carmel. Focus Financial Partners acquired it in June 2026 for a price of $*****.

Here is the list of all acquisitions by Focus Financial Partners sorted by the latest acquisition date:

Acquired on
Acquired Company
Acquisition Price
Facilitators
Stake Acquired
Acquisition Multiple
Jun 01, 2026
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17
238
May 30, 2025
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98
301
Apr 22, 2025
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40
420
Nov 04, 2024
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46
301
Sep 28, 2022
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28
752

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News related to Focus Financial Partners's acquisitions

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Media has covered Focus Financial Partners for a total of 54 events in the last 1 year, 4 of them have been about acquisition activity.

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FAQs about Acquisitions by Focus Financial Partners

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