May 21, 2015
Focus Financial doubles down on financial engineering by making five hires -- four of them deal hounds
With $325 million in revenues and a big line of credit, the New York roll-up machine is playing to its M&A strength
Person
Michael Paley
3 articles
Articles tagged "Michael Paley"
Jun 25, 2014
How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial
Michael Paley comes to Klingman & Assoc. with a mandate to add billions in AUM for his fellow-but-elder Princeton tiger
Nov 13, 2012
Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets
With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end
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