Focus Financial Partners LLC, founded in 2018 and based in New York, serves as a leading partnership platform for independent wealth management firms across the United States. The company aims to enhance the operations and growth of its partner firms through a suite of services, including strategic mergers and acquisitions, operational support, and capital solutions tailored for financial advisors.
| Bond Name | Country | Maturity | Coupon(%) | |
|---|---|---|---|---|
| FOCS 6.75% 2031-09-15 USDFocus Financial Partners LLC | United States | 2031-09-15 | 6.750 | 6.36 |
| FOCS 6.75% 2031-09-15 USDFocus Financial Partners LLC | United States | 2031-09-15 | 6.750 | 6.46 |
Company overview and issue history are AI generated, and should not be cited or relied on without verification.
Focus Financial Partners has strategically entered the bond market to finance its growth initiatives, beginning its bond issuance in 2021. Notably, in 2022, the company issued a $300 million senior unsecured note offering, which was well received and indicative of strong investor confidence, reflecting a yield of 4.5%—competitive within the financial services sector. The issuance was primarily aimed at refinancing existing debt and expanding its capital resources, marking a significant milestone in its financing strategy.