Focus Partners Wealth to Acquire Churchill Management

Focus Partners Wealth Acquires David Wealth Management

June 23, 2025

Financial Services

Focus Financial Partners’ wealth platform, Focus Partners Wealth, will acquire David Wealth Management, LLC. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions.

Focus Partners Wealth Acquires Merriman Wealth Management (Joins Focus Partners Wealth)

January 31, 2025

Wealth Management

Focus Partners Wealth, part of Focus Financial Partners, entered into a definitive agreement under which Seattle-based Merriman Wealth Management will join Focus Partners Wealth. The transaction is expected to close on February 1, 2025, subject to customary closing conditions, and would add approximately $4.16 billion in regulatory assets under management.

Focus Financial Partners to Acquire Strategic Wealth Partners Group for Kovitz Hub

April 2, 2024

Financial Services

Focus Financial Partners has entered into a definitive agreement for its partner firm Strategic Wealth Partners Group, LLC (SWP) to formally join the Focus “hub” firm Kovitz Investment Group Partners, LLC. The transaction is expected to close in Q2 2024 subject to customary closing conditions, creating a combined firm expected to manage over $14.5 billion in regulatory assets under management.

Focus Financial Partners to Onboard Homan Wealth Advisors into Buckingham Strategic Wealth

November 10, 2024

Wealth Management

Focus Financial Partners has entered into a definitive agreement under which Homan Wealth Advisors (Omaha, Nebraska) will join Buckingham Strategic Wealth, a trade name of The Colony Group. The transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions.

Churchill Capital Corp III to Combine with MultiPlan

July 12, 2020

Healthcare Services

Churchill Capital Corp III agreed to merge with MultiPlan, taking the healthcare cost-management company public in a transaction that implies an initial enterprise value of approximately $11 billion. The deal includes up to $3.7 billion of new equity- and equity-linked capital (including a $2.6 billion PIPE and $1.1 billion from Churchill) to reduce debt and fund MultiPlan's organic and M&A-driven growth; Hellman & Friedman will remain MultiPlan's largest shareholder.

Focus Financial Partners to Acquire Executive Wealth Group, LLC and Add It to Bordeaux Wealth Advisors

March 21, 2024

Financial Services

Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.