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Focus Financial Partners Inc. (FOCS)
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Create: Alert |
All | News | Filings
| Date Filed | Type | Description |
| 08/04/2023 |
8-K
| Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements... |
| 08/03/2023 |
8-K
| Quarterly results |
| 07/14/2023 |
8-K
| Submission of Matters to a Vote of Security Holders Interactive Data |
| 07/06/2023 |
8-K
| Other Events Interactive Data |
| 05/04/2023 |
8-K
| Quarterly results |
| 02/28/2023 |
8-K
| Quarterly results |
| 02/27/2023 |
8-K
| Other Events, Financial Statements and Exhibits Interactive Data|
Docs:
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"Focus Financial Partners to be Acquired by Clayton, Dubilier & Rice Stockholders to Receive $53 per Share in Cash – February 27, 2023 – Focus Financial Partners Inc. , a leading partnership of independent, fiduciary wealth management firms, Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC announced today that Focus and CD&R have entered into a definitive agreement for Focus to be acquired by affiliates of CD&R in an all-cash transaction valued at an enterprise value of over $7 billion. The proposed transaction delivers substantial value to Focus’ stockholders, who will receive $53 in cash per share, representing an approximately 36% premium to Focus’ 60-day volume weighted average price as of the close on February 1, 2023 , and an approximately 48% premium to the closing price of ..." |
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| 11/29/2022 |
8-K
| Quarterly results |
| 11/03/2022 |
8-K
| Quarterly results |
| 08/04/2022 |
8-K
| Quarterly results |
| 07/15/2022 |
8-K
| Quarterly results |
| 06/01/2022 |
8-K
| Quarterly results |
| 05/05/2022 |
8-K
| Quarterly results |
| 04/18/2022 |
8-K
| Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance S...|
Docs:
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"AMENDMENT NO. 9 TO FIRST LIEN CREDIT AGREEMENT dated as of April 13, 2022, among FOCUS FINANCIAL PARTNERS, LLC, as the Borrower, THE LENDERS PARTY HERETO, and BANK OF AMERICA, N.A, as Revolver Administrative Agent AMENDMENT NO. 9 TO FIRST LIEN CREDIT AGREEMENT This AMENDMENT NO. 9 TO FIRST LIEN CREDIT AGREEMENT, dated as of April 13, 2022 , among FOCUS FINANCIAL PARTNERS, LLC, a Delaware limited liability company , BANK OF AMERICA, N.A., as revolver administrative agent under the Credit Agreement referred to below and the Revolving Credit Lenders party hereto . RECITALS:" |
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| 03/09/2022 |
8-K
| Quarterly results |
| 02/17/2022 |
8-K
| Quarterly results |
| 12/20/2021 |
8-K
| Entry into a Material Definitive Agreement, Financial Statements and Exhibits Interactive Data |
| 12/09/2021 |
8-K
| Quarterly results |
| 11/04/2021 |
8-K
| Quarterly results |
| 08/05/2021 |
8-K
| Quarterly results |
| 07/01/2021 |
8-K
| Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance S...|
Docs:
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"AMENDMENT NO. 8 TO FIRST LIEN CREDIT AGREEMENT dated as of July 1 2021, among FOCUS FINANCIAL PARTNERS, LLC, as the Borrower, THE LENDERS PARTY HERETO, and ROYAL BANK OF CANADA, as Term Administrative Agent and Collateral Agent RBC CAPITAL MARKETS,[*] SPC FINANCING COMPANY LLC, KKR CAPITAL MARKETS LLC, BMO CAPITAL MARKETS CORP., TRUIST SECURITIES, INC., CAPITAL ONE, NATIONAL ASSOCIATION, FIFTH THIRD SECURITIES, INC., GOLDMAN SACHS BANK USA, MUFG BANK, LTD., REGIONS CAPITAL MARKETS, A DIVISION OF REGIONS BANK, BOFA SECURITIES, INC. and CITIZENS BANK, N.A., as Lead Arrangers and Bookrunners * RBC Capital Markets is a brand name for the capital markets businesses of Royal Bank of Canada and its affiliates. AMENDMENT NO. 8 TO FIRST LIEN CREDIT AGREEMENT This AMENDMENT NO. 8 TO FIRST LIEN CREDI..." |
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| 06/23/2021 |
8-K
| Quarterly results |
| 06/01/2021 |
8-K
| Quarterly results |
| 05/06/2021 |
8-K
| Quarterly results |
| 03/02/2021 |
8-K
| Quarterly results |
| 02/18/2021 |
8-K
| Quarterly results |
| 01/25/2021 |
8-K
| Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance S... |
| 12/28/2020 |
8-K
| Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements... |
| 11/05/2020 |
8-K
| Quarterly results|
Docs:
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"FOCUS FINANCIAL PARTNERS INC. Unaudited condensed consolidated statements of operations For the three months ended For the nine months ended September 30, September 30, 2019 2020 2019 2020 REVENUES: Wealth management fees $ 299,348 $ 311,805 $ 825,728 $ 925,527 Other 17,293 19,678 52,382 56,119 Total revenues 316,641 331,483 878,110 981,646 OPERATING EXPENSES: Compensation and related expenses 111,829 114,702 318,808 346,460 Management fees 81,112 86,414 217,370 247,094 Selling, general and administrative 58,665 57,437 170,658 172,784 Management contract buyout — — 1,428 — Intangible amortization 34,898 37,024 94,860 108,759 Non-cash changes in fair value of estimated contingent consideration 14,435 14,280 25,696 Depreciation and other amortization 2,797 3,120 7,535 9,131 Total operating e...",
"925.5 2014 2015 2016 2017 2018 2019 Q3 2020 YTD" |
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| 09/25/2020 |
8-K
| Quarterly results |
| 08/06/2020 |
8-K
| Quarterly results |
| 06/05/2020 |
8-K
| Submission of Matters to a Vote of Security Holders Interactive Data |
| 05/07/2020 |
8-K
| Quarterly results |
| 04/14/2020 |
8-K
| Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing |
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