Clayton, Dubilier & Rice Backs CEO Succession at Focus Financial PartnersNathanson, who was appointed CEO in April 2024, will remain involved in the company’s strategic direction. December 15, 2025
Financial Services Focus Partners Wealth Buys David Wealth ManagementThe deal marks Focus Partners Wealth’s second acquisition since its January rebrand. June 23, 2025
Financial Services Focus Partners Wealth Acquires Churchill ManagementThe deal marks Focus Partners' first external acquisition since its January rebrand. May 30, 2025
Bluespring Wealth Partners Names Pradeep Jayaraman as New PresidentJayaraman will assume leadership for all functions at Bluespring, including strategy and execution for the wealth management acquirer. September 4, 2024
Financial Services Investors Seeking Smaller Firms to Manage Assets Spurs M&A in the SectorRegulatory burdens, customer expectations among the drivers of consolidation among advisory firms. February 2, 2023