Independent wealth-management aggregator operates a national platform that acquires and partners with independent advisory firms; Focus Financial Network, Inc. provides capital, operational support, and centralized services to scale RIAs. The company targets high-net-worth client segments via M&A-driven growth, recurring fee-based revenue and advisor retention programs, emphasizing back-office consolidation, technology investment and roll-up economics to expand margins in wealth management.
Independent wealth-management aggregator operates a national platform that acquires and partners with independent advisory firms; Focus Financial Network, Inc. provides capital, operational support, and centralized services to scale RIAs. The company targets high-net-worth client segments via M&A-driven growth, recurring fee-based revenue and advisor retention programs, emphasizing back-office consolidation, technology investment and roll-up economics to expand margins in wealth management.
Operates as a roll-up platform aligning capital with organic and M&A-driven scale in wealth management. Prioritizes strategic acquisitions of independent RIAs, deploying growth capital and centralized services to convert fee-based recurring revenue and improve margins through back-office consolidation and technology. Underwriting emphasizes advisor fit, revenue durability, and cross‑sell potential; capital allocation balances tuck‑ins, minority partnerships and platform investments. Time horizon is multi-year, value created via scale economics, margin expansion and advisor retention.
Operates as a roll-up platform aligning capital with organic and M&A-driven scale in wealth management. Prioritizes strategic acquisitions of independent RIAs, deploying growth capital and centralized services to convert fee-based recurring revenue and improve margins through back-office consolidation and technology. Underwriting emphasizes advisor fit, revenue durability, and cross‑sell potential; capital allocation balances tuck‑ins, minority partnerships and platform investments. Time horizon is multi-year, value created via scale economics, margin expansion and advisor retention.
| Trades 13733 | Longs Won 9160/13733 66% | Profit Factor 11.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.65M |
| Average Win $185,998.71 | Best Trade (Jun 14) $154.28M | Sharpe Ratio -5.51 |
| Average Loss -$32,048.65 | Worst Trade (Dec 31) -$3.88M | Z-Score 22.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $110,908.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |