http://www.focusfinancialpartners.com
New York-based Focus supported its purchases with senior debt via a credit facility with Bank of America NA and cash. The acquisitions are in line with the registered investment advisory firm's plan to create a national wealth management firm, according to Rudy Adolf, chief executive and founder of Focus Financial. "We have set out to build the leading independent fiduciary wealth manager in the country," he said, adding, "Our vision is to build a business that has the scale, resources and business model to take on the traditional wire houses that still dominate the registered investment adviser market." The deals will boost Focus' assets under management to $15 billion and expand its presence through its network of other wealth management firms to 41 states. Buckingham, whose units include Buckingham Asset Management Inc., is based in St. Louis. Sentinel Benefits is based in Wakefield, Mass., and Quantum is located in Corte Madera, Calif. The day-to-day operations of the targets will continue to be overseen by the companies' respective management teams. Adolf said Focus Financial is the largest acquirer of registered investment advisers across the U.S., typically purchasing 40% to 60% stakes in the firms it buys. The firm has made nine investments in wealth management firms in the last 13 months. Summit Partners, a Boston-based private equity firm that committed $35 million in equity to support Focus' formation in February 2006, did not invest additional equity to support the acquisitions. Vinson & Elkins LLP attorney Robert Seber, Weil Gotshal & Manges LLP attorney Steven Peck and Hamburger Law Firm attorney Brian Hamburger were counsel to Focus Financial. "What we found with Focus was a structure and opportunity for us to grow into the next decade and beyond. We see an opportunity to build an even greater brand that stands for quality fiduciary wealth management," said Mont Levy, chief operating officer of BAM Advisor Services LLC, a unit of Buckingham Family of Financial Services. The acquisitions by Focus follow a spate of other private equity buildups in the wealth-management space. In January, for instance, New York's Crestview Partners LP announced it had acquired Birmingham, Mich., money manager Munder Capital Management from Comerica Inc. for undisclosed terms.
Capital Market Consultants, LLC is the portal to custom Open Architecture Investment Management (OAIM) solutions for financial intermediaries whose focus is the high net worth market and investor. OAIM provides investors with a wide range of alternatives in a single investment program, reaching beyond the limitations of a single brand, institution or product type and enables intermediaries to differentiate themselves in an increasingly competitive marketplace. Fifty years of OAIM experience and one-hundred years of high net worth experience combined with a unique set of team skills and resources make CMC the partner of choice for firms and advisors striving to grow their assets under management.
Cleary Gull is an independent investment advisory firm serving individuals, businesses, pension plans and foundations. We have established a reputation for access to premier money managers from around the world and expertise in managing investment risk. In 1996, we established the Cleary Gull Pilot Program to better serve the financial planning needs of pilots and their families. Our Pilot Program Retirement Consultants have decades of planning experience. Several even had previous careers with the major airlines giving them first hand knowledge to help pilots plan for and manage their resources during their retirement years. We have helped hundreds of pilots from our offices in Chicago, Dallas and Milwaukee. The Cleary Gull Pilot Program is well-positioned to help you achieve your retirement goals.
Christian Brothers Investment Services, Inc., (CBIS), was founded in 1981 by the Brothers of the Christian Schools, widely known as the Christian Brothers, because they and others sensed the need for an organization that could combine faith with finance. Realized as a unique embodiment of the Christian Brothers' educational mission in the world, CBIS has grown steadily because it has struck a responsive chord with Catholic organizations which seek to optimize the return on their assets through conservative investment philosophies while also incorporating ethical standards into the investment management process. CBIS' shareholders are the six districts of the Christian Brothers in the United States, each of which has a representative on the Board of Directors. CBIS operates as a for-profit corporation. Unlike other traditional consultants, CBIS provides investment consulting services in tandem with its full breath of investment programs and socially responsible investment guidelines. It is intentional that consulting be linked with investment advisory services. This model is clearly different from others, and we feel, offers significant economic benefit to our participants. CBIS is an investment adviser registered with the Securities and Exchange Commission (SEC) under the Investment advisers Act of 1940. CBIS Financial Services, Inc., a wholly-owned subsidiary of CBIS, is a broker-dealer registered with the SEC under the Securities Exchange Act of 1934. CBIS investment professionals are expected to comply with SEC and National Association of Securities Dealers (NASD) requirements. As of March 31, 2003, CBIS had $2.85 billion in assets under management working for over 1,000 Catholic institutes worldwide. CBIS acts as adviser and advocate exclusively to Catholic institutional investors. This involves learning about our Participants and their objectives, and working with them to develop an effective investment program which meets their individual needs. Our Participant base represents all areas of the Catholic community including dioceses, religious institutes, hospitals, colleges, schools, retreat centers, and youth care facilities located throughout the United States and overseas including such locations as Latin America, Ireland and Rome.
The Hennessee Group is a pioneer in hedge fund investments and currently advises on over $1 billion of assets invested in 125 different hedge funds. All portfolios are customized to fit each individual client?s investment objectives and risk parameters (i.e. Private funds-of-hedge funds.) Emphasizing investment advice through "hands on" experience and direct access to our managing principals for client needs, the Hennessee Group?s only client is the investor. The Hennessee Group does not market individual hedge fund managers or fund of funds, nor is the firm a hedge fund tracking service.
Oppenheimer is a Minneapolis-based law firm dedicated to providing exceptional counsel to clients in the financial services, health care, medical device, manufacturing, and technology industries. It has one of the most experienced and diverse practices in the Upper Midwest and is recognized as a leader in providing expert assistance to businesses of all sizes, from start-ups to Fortune 500 corporations. The Firm has particularly strong practices in corporate finance and transactions, commercial finance and real estate, employee benefits, financial services, health law, labor and employment law, litigation, intellectual property, and international law.
The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) wealth management, including asset management and investment services, and alternative investments. Nationally, Ziegler Capital Markets is ranked as one of the leading investment banking firms for not-for-profit healthcare and senior living organizations, as well as religious institutions and schools. Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, business owners and institutions. It operates a network of financial advisors throughout the nation. Ziegler's alternative investing activities include raising and deploying capital through private investment funds with investment objectives related to the real estate, services and technology sectors of the healthcare and senior living industries.
http://www.marlinandassociates.com
Marlin & Associates (M&A) is a specialized advisory and consulting firm focused exclusively on providing a limited number of highly specialized, transaction-related services to US and international middle-market firms in technology, information, media and business-services. Our focus is on providing advice related to strategic mergers & acquisitions, private placements, corporate and asset divestitures, growth and business strategy, and valuations, with emphasis on serving information and technology firms that supply other businesses with content, capabilities, software, databases, technology or other business services and tools. Marlin & Associates' professionals have advised on over 200 successfully completed transactions in this sector and the firm has been the recipient of numerous awards including Middle Market Investment Banking Firm of the Year, Middle Market Financing Agent of the Year - Equity, and numerous "Deal-of-the-Year" awards. As advisers, we help business owners, managers and boards of directors that are looking to sell their entire business - or divisions, or to bring in financial or strategic investors. Additionally, we selectively advise prospective buyers. We offer advice on capital structure and on the opportunities to sell debt or equity in private transactions. We perform business valuations and issue opinions confirming the fairness of a particular transaction from a financial point of view, for both publicly traded and privately held firms. We are not a registered Bank or Broker/Dealer. As consultants, we offer straightforward, realistic in-depth assessments, evaluate competitive positioning, uncover pitfalls and opportunities, identify synergies within and outside organizations, and evaluate build-versus-buy options. We help our clients to identify, understand, prioritize, and act on business strategic and financial issues most vital to their long-term success. M&A's unique blend of operational and financial experience, combined with the firm's consulting and transactional services is invaluable to clients. Our clients get senior attention on every assignment. We are willing to take on transactions of unusual difficulty or modest size, and are committed to the delivery of the highest quality service. We strive to provide our clients with considered, results-oriented advice. Our approach is to apply authoritative knowledge to provide exceptional value, in the most efficient manner. We believe that every CEO and Board of Directors has a plan, a dream or a "vision".
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