FLX Networks Acquires Focus Partners

EP Wealth Advisors Acquires NewFocus Financial Group

January 19, 2021

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired NewFocus Financial Group, a wealth management firm headquartered in Vancouver, Washington. The acquisition expands EP Wealth's footprint into Greater Vancouver, Washington, adds financial planning capabilities and investor-education assets, and closed on January 15, 2021.

Full-Life Technologies Acquires Focus‑X Therapeutics

November 28, 2022

Biotechnology

Full‑Life Technologies, a global radiotherapeutics company, agreed to acquire New Jersey‑based Focus‑X Therapeutics to expand its peptide‑focused radiopharmaceutical pipeline. Focus‑X shareholders are eligible for an upfront payment plus up to $245 million in development, regulatory and sales milestones and royalties; the deal was expected to close in Q1 2023.

Clayton, Dubilier & Rice Acquires Focus Financial Partners

February 27, 2023

Wealth Management

Clayton, Dubilier & Rice (CD&R), with continued investment from Stone Point Capital, agreed to acquire Focus Financial Partners in an all-cash transaction valuing the company at an enterprise value in excess of $7 billion. Focus stockholders will receive $53 per share; Stone Point will retain a portion of its investment and provide new equity financing to support Focus as a private company, which the buyers say will provide greater financial and operating flexibility to grow the partner-firm network.

Marsh McLennan Agency Acquires Focus Insurance

November 1, 2022

Insurance

Marsh McLennan Agency (MMA), a subsidiary of Marsh, has acquired Focus Insurance, a Houston-based personal insurance brokerage founded in 2001. The acquisition expands MMA's presence in the Southwest region and brings all Focus employees into the MMA private client group; terms were not disclosed.

Guardian Capital Partners Acquires Team LINX

December 27, 2024

IT Services

Guardian Capital Partners, an operationally focused private equity firm, has acquired Team LINX in partnership with the LINX executive management team. LINX, headquartered in Denver, provides technology infrastructure services for data centers and mission-critical applications across healthcare, financial services, education and other end markets; MidCap Financial provided financing for the transaction.

Bloom Acquires Focused Health

December 4, 2024

Healthcare Services

Bloom, a Medicare and ACA enrollment, engagement and technology provider backed by Oak HC/FT, has acquired Focused Health, a health insurance distribution agency focused on Medicare Advantage and the ACA. The deal expands Bloom's enrollment and post-enrollment capabilities—adding member onboarding, retention and customer service—while Focused Health co-founder Larry Cassar will continue as President and co-founder Shawn Holt will join Bloom as Chief Revenue Officer.