On March 13, 2025, Focus Financial Partners Inc. announced that Kovitz Investment Group Partners agreed to acquire Transform Wealth.
Focus Financial Partners Inc. (“Focus”) announced, on March 13, 2025, that Kovitz Investment Group Partners, LLC (“Kovitz”) agreed to acquire Transform Wealth, LLC (“Transform”) in a deal projected to close in the second quarter of 2025. Both firms are affiliated with Focus. Further terms of the deal were not disclosed.
Focus (Nasdaq: FOCS), based in New York, is a financial firm specializing in investments in registered investment advisors. Focus has over $350 billion in assets under management.
Kovitz, based in Chicago, is a registered investment advisor owned by Focus that offers asset management and long-term investment solutions. Kovitz has approximately $32 billion in assets under management.
Transform, based in Denver is an independent, fee-only registered investment advisor within the Focus network offering financial planning and investment advisory services. As of March 2025, Transform had approximately $3.37 billion in assets under management.
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