Focus Financial’s home run: Aggregator PE deal worth $2B

wo top tier private equity firms, Stone Point Capital and KKR, are set to acquire a majority stake in the 11-year old New York-based company, one of the industry’s leading consolidators, valuing Focus at approximately $2 billion.

“This is a real coup for [Focus founder and CEO] Rudy Adolf and his team,” says Corey Kupfer, managing principal of Kupfer & Associates, a New York-based law firm with a specialty in RIA transactions. “Stone Point and KKR are major players, and would not be making this investment unless they expect significant growth by Focus over the next three to five years.”

Focus’ valuation has increased about 30% annually since its last major stock sale four years ago, when private equity firm Centerbridge Partners valued Focus at $750 million, notes M&A consultant and investment banker David DeVoe.

“The deal is the smartest of the smart money voting for the independent advisory space and the aggregation business model,” DeVoe says. “Focus began with venture capital, moved up to mid-sized private equity and is now at the blue chip level.”

Read Charles Paikert’s full article and more of my commentary here.

Corey Kupfer is an expert strategist, negotiator and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author and professional speaker who is passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.

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Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.


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