Brooke Southall

TAMP + DFA = winner.  Are TAMPs conflicted?  That is an important question for fiduciaries

Wow this is BIG!  Would love to see some in depth follow-up coverage and analysis on this.  For all the critics of Focus and the notion that the story there is entirely financial engineering, this deal would seem to have meaningful synergies and represents a substantial strategic shift to the TAMP / RIA outsourcing landscape.

Focus has really pulled out in front among consolidators with recent momentum perhaps indicative of the valuation the market has given since IPO

Focus Financial buys $17 billion DFA TAMP for $235 million through its $3.6 billion DFA TAMP

Focus Financial

Rudy Adolf

Loring Ward

Adam Birenbaum

The RIA roll-up adds Loring Ward to BAM with 50% cash down and the rest with Focus common shares

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