Focus Financial Partners
- Held since
- Feb 27, 2023 · 3.6 yr
- Owners
- 2 of 3 on record
- Add-ons
- 0
- Transactions
- 6
- Latest transaction
- Aug 31, 2023
Nothing material in the last 365 days. Last change: 31 Aug 2023, Clayton, Dubilier & Rice Completes Acquisition of Focus Financial Partners.
Buy and build
- Sponsor
- Clayton
- Add-ons 12m / 24m / total
- 0 / 0 / 0
- Latest add-on
- unknown
- States entered
- no add-on location on record
Company
- Employees
- unknown
- Founded
- unknown
- Current owner since
- Feb 27, 2023
- Owners on record
- 3 (2 current)
- Add-ons
- 0 (0 in 24 months)
Owners through time
- Nov 30, 2018form d related person first saleStone Point Capital LLC Role unknownexited Aug 31, 2023held 4.8 yearsPress release
- Feb 27, 2023transaction announcementClayton Platformactiveheld 3.6 yearsPress release
- Aug 31, 2023transaction announcementClayton, Dubilier & Rice, LLC Platformactiveheld 3.1 yearsFirm website
Transactions
- Aug 31, 2023 Platform acquisition of this company · Not disclosedParties: Goldman Sachs & Co. LLC (Financial adviser) confirmed, Jefferies LLC (Financial adviser) confirmed, Goldman Sachs & Co. LLC (Financial adviser) confirmed, MUFG (Financial adviser) confirmed, Potter Anderson & Corroon (Legal adviser) confirmed, K&l Gates, LLP (Legal adviser) confirmed, Davis Wright Tremaine LLP (Legal adviser) confirmed, Kirkland & Ellis LLP (Legal adviser) confirmed, Debevoise & Plimpton (Legal adviser) confirmed, Simpson Thacher & Bartlett LLP (Legal adviser) confirmed, Clayton, Dubilier & Rice, LLC (Sponsor) confirmed, Dan Glaser (Management) confirmed, Rudy Adolf (Management) confirmed, Focus Financial Partners (Target) confirmedFactPress release
- Apr 25, 2023 Take-private of this company · Price $4.6B (from a regulatory filing)Parties: Trident VI, L.P. (Fund) confirmed, Clayton, Dubilier & Rice Fund Xii, L.P. (Fund) confirmed, Trident Ix, L.P. (Fund) confirmed, Trident VI de Parallel Fund, L.P. (Fund) confirmed, Trident VI Parallel Fund, L.P. (Fund) confirmed, Trident Ix Parallel Fund, L.P. (Fund) confirmed, Trident Ix Professionals Fund, L.P. (Fund) confirmed, Clayton, Dubilier & Rice, LLC (Sponsor) confirmed, Stone Point Capital LLC (Sponsor) derived, Focus Financial Partners (Target)FactSEC filing
- Feb 27, 2023 Platform acquisition of this company · Not disclosedParties: Potter Anderson & Corroon (Legal adviser) confirmed, Vinson & Elkins LLP (Legal adviser) confirmed, Simpson Thacher & Bartlett LLP (Legal adviser) confirmed, Clayton (Sponsor) confirmed, Focus Financial Partners (Target) confirmedFactPress release
Events
- Aug 31, 2023Clayton, Dubilier & Rice Completes Acquisition of Focus Financial PartnersTransaction announced Press release
- Feb 27, 2023Focus Financial Partners To Be Acquired By Clayton, Dubilier & RiceTransaction announced Press release
Focus Financial Partners sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Transaction announced2023-08-31source on record
- Transaction announced2023-08-31source on record
- Transaction announced2023-08-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: employees, founding year.