Articles tagged "Rudy Adolf"


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Focus Financial shares soar after Rudy Adolf pumps the pipeline and stiff-arms analyst who presses him on a Focus sore point--organic growth, or lack thereof

The shares are up more than 30% since Aug. 20; the CEO boasted on the quarterly call that the IPO itself sent the M&A pipeline spiraling higher

September 6, 2018 — 12:33 AM UTC

'Oversubscribed' Focus Financial lowers asking price as IPO-eve share demand wanes, raising prospect of a $100 million offering haircut

After push for $39 falters, the New York-based roll-up targets a $33 share price, which trims nearly $100 million off the take, but is far from shabby

July 26, 2018 — 2:46 AM UTC

Focus Financial conscripts Fidelity to bombard RIA principal/prospective clients with IPO solicitations while one research shop waves a yellow flag

RIAs can buy Focus shares at 'first-tick' price from the Boston-based giant through tomorrow as part of a 'directed' program that may also encourage RIAs to sell to Focus down the road

July 24, 2018 — 1:53 AM UTC

In another go-go sign, Focus Financial moves up IPO trade date to as early as Monday

After New York roll-up CEO Rudy Adolf completes bang-up road show that emboldened share-price leap, time is of the essence

July 20, 2018 — 9:58 PM UTC

Focus Financial's 'extraordinary' purchase of $16B-AUM SCS Capital and what Stone Point -- both buyer and seller in the deal -- may do to juice its investment

With Stone Point CEO Charles Davis now calling the shots, the RIA roll-up tacks to UHNW-directed RIAs, perhaps for their positioning in selling insurance

May 17, 2017 — 9:06 PM UTC

Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

August 30, 2016 — 6:57 PM UTC

Focus Financial bags $3.1 billion, 50-person RIA and why it 'really is impressive'

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

January 15, 2016 — 3:20 PM UTC

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

Report: Focus Financial is preparing SEC paperwork for its initial public offering -- but is it jumping the gun?

With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges

July 7, 2015 — 3:36 PM UTC

Roll-ups are off at an acquisition clip in 2015 as $2 billion washes over the transom in a single week

Focus follows Dynasty into Canada as the three big aggregators toggle between organic and inorganic growth

April 17, 2015 — 6:20 PM UTC

Dan Sontag surfaces as new cog in Focus Financial machine for taking down wirehouse advisors

After laying low for five years, the passed-over Merrill heir apparent will help advise Chis Dupuy in budding 'Connections' program

July 31, 2014 — 6:17 PM UTC

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine

Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

July 22, 2014 — 6:48 PM UTC

An advertiser's-eye view of TD Ameritrade's national conference

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

February 3, 2014 — 4:40 AM UTC

What bet Rudy Adolf is making on RIAs by pre-borrowing $550 million from Bank of America and a wider syndicate

The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock

January 8, 2014 — 9:41 PM UTC

How a $20-billion RIA is buying its 'Microsoft' marketing agency as the engine for propulsion to $100-billion

Adam Birenbaum is betting on David Levin to be his J. Pierrepont Finch but to succeed by really trying

October 10, 2013 — 5:19 AM UTC