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Unseen factors drove the BAM, Loring Ward $50B merger; 18-month warming, light Focus Financial touch, led to reverse merger in spirit and birth, CEOs reveal in exclusive interviews

Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients

Friday, October 12, 2018 – 6:12 PM by Brooke Southall
Admin:
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[Adam Birenbaum and] (r.) Alex Potts: We're not DFA. We happen to use a lot of their solution.

Related Moves

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

February 6, 2021 – 2:39 AM

March 12, 2020 – 1:45 PM


Mentioned in this article:

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

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




Stuart

Stuart

October 14, 2018 — 6:55 PM
Looks like a slam dunk

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