Focus to Partner with Cassady

INVESTMENT MANAGEMENT DEALS BLOG

December 15, 2021

On December 8, 2021, Focus Financial Partners Inc. announced that it will partner with Cassaday & Company, Inc.

Under the terms of the transaction, Focus Financial Partners Inc. (“Focus”) will partner with Cassaday & Company, Inc. (“Cassaday”). The transaction, subject to customary closing conditions, is expected to close in the fourth quarter of 2021. Park Sutton Advisors served as financial advisor to Cassaday for this transaction. Terms of the transaction were not disclosed.

Focus (NASDAQ: FOCS), headquartered in New York, New York, is a partnership of independent, fiduciary wealth management firms providing access to resources, best practices, and continuity planning for its partner firms who serve families, individuals, institutions, and employers with wealth management services.

Cassaday, based in McLean, Virginia, is a registered investment adviser that provides clients with financial planning, investment management, retirement planning, death and disability planning, tax planning, insurance solutions, income and asset protection, life transition, and estate planning services.

To read the press release: please click here.