News, Vision & Voice for the Advisory Community


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

Author Brooke Southall February 1, 2012 at 3:30 PM
no description available
Rudy Adolf: We have more capital than anyone else in the (advisory-buying) industry.

Jeff Spears

Jeff Spears

February 1, 2012 — 5:25 PM

This is a MAJOR deal!

Irony is that Bank of America is loaning money to a firm that will be recruiting their advisors.

Silo mentallity>

Elmer Rich III

Elmer Rich III

February 1, 2012 — 10:31 PM

Getting money isn’t hard. Finding good ideas to execute on in a hyper competitive market is “impossible.”. Wish them luck.

Brooke Southall

Brooke Southall

February 1, 2012 — 10:46 PM

I like the short, pithy comments.


Elmer Rich III

Elmer Rich III

February 2, 2012 — 7:40 PM

This is not that complicated. We aren’t looking for a cure to cancer. lol

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

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