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Articles tagged "Summit Partners"


Rudy Adolf: The partners and management gave up their majority ownership. It is not an issue whatsoever.

Partners at Focus Financial check their egos at the door to secure $216 million of hard cash
Polaris, Summit and CEO Rudy Adolf sell a portion of their stake in the big aggregator to Centerbridge Capital Partners -- and it puts them in a minority position for the first time

Tuesday 7.16.13
Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

Tuesday 7.17.12
Rudy Adolf has made Focus Financial a giant among buyers, but now it may be looking for its own buyer.

Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this

Thursday 5.24.12
Rudy Adolf: We have more capital than anyone else in the (advisory-buying) industry.

Focus Financial gains access to 'huge money' -- $320 million in credit
The capital hoard positions the big aggregator to double its advised assets, one observer says

Wednesday 2.1.12
Michael Martin has a new business plan for The Mutual Fund Store that involves big-league capital and expertise.

How Warburg Pincus plans to grow The Mutual Fund Store several-fold
National advertising, a shift to more company stores from franchises, delivering services by an e-commerce site and using ETFs are on the table at The Mutual Fund Store

Monday 8.1.11
David Brochu says in an e-mailed letter: If Focus wants me to leave I will do so.

Brochu drops lawsuit against Focus Financial but $500,000 is still at issue
Rhode Island advisor backs off initial suit after getting most documents

Thursday 5.27.10
David Brochu: I am paying the price for asking questions.

[Updated] David Brochu finds his lawsuit against Focus Financial is a rough experience
The Rhode Island RIA keeps up the legal battle to clarify the size of his firm's equity stake

Tuesday 3.30.10
Jim Pratt-Heaney:[Making acquisitions] would be very difficult [to do] on our own.

RIAs join Focus Financial with their own acquisition plans
Making purchases is much less scary with a big roll-up at your side

Wednesday 12.16.09
David Brochu's company's lawsuit alleges that Focus Financial is buying transaction-based practices in the NFP mold

StrategicPoint sues Focus Financial for information
RIA claims its holding company is acting too much like National Financial Partners for comfort

Thursday 12.3.09




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