EQS-News

NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint - Seite 2

"The NorthCoast team is an excellent addition to Connectus, and marks a milestone as the 10th firm that has agreed to join Connectus' global consortium in less than a year," said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. "NorthCoast provides Connectus with a unique set of investment management capabilities and substantially expands Connectus' footprint in the United States. This transaction is further affirmation of Connectus' appeal to a broad range of wealth management firms, both domestically and abroad. The Connectus model is an outstanding example of how we are leveraging our scale and expertise to help wealth management advisers better serve their clients, optimize their efficiency and accelerate their growth."

Berkshire Global Advisors, a New York City-based M&A advisory firm, served as financial advisor to NorthCoast for this transaction.

About Focus Financial Partners Inc.
Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

About Connectus Wealth Advisers
Connectus is a global consortium of client-centric advisers that deliver comprehensive wealth management advice through access to expanded services, shared resources and best practices. Connectus exemplifies the spirit of partnership and collaboration, yet celebrates the entrepreneurial mind-set of its advisers. Connectus is designed for founders and teams who want to continue to manage their client relationships and maintain their boutique cultures, while gaining the operational efficiencies of shared infrastructure and access to expanded client service capabilities.