On the Record · Focus Financial Partners

Focus Financial Partners acquisitions, on the record

The businesses Focus Financial Partners bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

Business	Deal	When	Value
new partner firms acquired through Focus Independence Word for word“To date we have completed 14 acquisitions of new partner firms through Focus Independence .” 10-K for 2020	acquisition	—	—
wealth management practices acquired by partner firms Word for word“Our partner firms completed 17 transactions in 2018, 28 transactions in 2019 and 18 transactions in 2020, including four transactions completed by Connectus.” 10-K for 2020	acquisition	—	—
four wealth management practices in Australia acquired by Connectus Word for word“It was launched through a partner firm that joined us in 2007 and subsequently expanded in the United States and into Australia through the acquisition of four wealth management practices in 2020.” 10-K for 2020	acquisition	2020	—
first wealth management acquisition in the United Kingdom by Connectus Word for word“In February 2021, Connectus completed its first acquisition in the United Kingdom.” 10-K for 2020	acquisition	February 2021	—
Provident Financial Management Word for word“On December 31, 2021, we acquired Provident Financial Management and London & Co., immediately upon the closing of the acquisitions, the resepective businesses were combined under Provident Financial Management.” 10-K for 2021	acquisition	December 31, 2021	—
London & Co. Word for word“On December 31, 2021, we acquired Provident Financial Management and London & Co., immediately upon the closing of the acquisitions, the resepective businesses were combined under Provident Financial Management.” 10-K for 2021	acquisition	December 31, 2021	—

As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year ended	Cash paid for acquisitions (net of cash acquired)	Goodwill from acquisitions
2016-12-31	$171.2 million	$85.5 million
2017-12-31	$365.7 million	$198.5 million
2018-12-31	$413 million	$347.5 million
2019-12-31	$532.5 million	$229.8 million
2020-12-31	$348.7 million	$160.3 million
2021-12-31	$979.1 million	$677.2 million
2022-12-31	$461.5 million	$249.7 million

Deal filings since 2016

2023-08-31 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2023-08-31 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
2023-02-28 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2022-11-29 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2022-04-18 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-12-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-07-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-06-23 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-03-02 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2021-01-25 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-03-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-01-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2019-07-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-12-06 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
2018-09-28 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-07-31 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement

Read from Focus Financial Partners’s annual reports (10-K for 2022, 10-K for 2021, 10-K for 2020) and the financial data it files with the SEC, as of 2023-02-16. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.