Focus to Partner with Mosaic Family Wealth

November 17, 2021

On November 8, 2021, Focus Financial Partners Inc. announced that it will partner with Mosaic Family Wealth, LLC.

Under the terms of the transaction, Focus Financial Partners Inc. (“Focus”) will partner with Mosaic Family Wealth, LLC (“Mosaic Family Wealth”). The transaction, subject to customary closing conditions, is expected to close in the fourth quarter of 2021. 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.

Mosaic Family Wealth, based in St. Louis, Missouri, is a registered investment adviser that utilizes a customized plan and a values-based approach to wealth management to serve its clients.

To read the press release: please click here.


Investment Manager M&A, Transactions