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 — 1:49 AM UTC

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 — 3:54 PM UTC

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 — 4:24 AM UTC

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 — 3:30 PM UTC

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 — 5:34 AM UTC

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 — 4:27 AM UTC

[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 — 5:58 AM UTC

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 — 9:47 PM UTC

StrategicPoint sues Focus Financial for information

RIA claims its holding company is acting too much like National Financial Partners for comfort

December 3, 2009 — 6:26 AM UTC
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