Articles tagged "Summit Partners"
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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
July 16, 2013 at 1:49 AM
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
July 17, 2012 at 3:54 PM
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
May 24, 2012 at 4:24 AM
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
February 1, 2012 at 3:30 PM
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
August 1, 2011 at 5:34 AM
Brochu drops lawsuit against Focus Financial but $500,000 is still at issue
Rhode Island advisor backs off initial suit after getting most documents
May 27, 2010 at 4:27 AM
[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
March 30, 2010 at 5:58 AM
RIAs join Focus Financial with their own acquisition plans
Making purchases is much less scary with a big roll-up at your side
December 16, 2009 at 9:47 PM
StrategicPoint sues Focus Financial for information
RIA claims its holding company is acting too much like National Financial Partners for comfort
