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Financial Advisory  + RIAs & Financial Advisors  | 
Focus Partners Wealth Acquires Churchill Management in First Post-Rebrand Deal 

Focus Partners Wealth Acquires Churchill Management in First Post-Rebrand Deal 

Focus Financial Partners Inc. announced that its Focus Partners Wealth division will acquire Churchill Management Group, a Los Angeles-based firm founded in 1963, in its first external acquisition since rebranding in January 2025. The transaction, expected to close in Q3 2025, will add approximately $9.4 billion in assets to Focus Partners Wealth’s portfolio. 

Churchill Management offers investment management and financial planning services. Upon completion, Churchill will operate as a division of Focus Partners Wealth before fully integrating into the brand. This move aligns with Focus Financial’s strategy to consolidate its partner firms into larger hubs, enhancing scale and efficiency. 

Michael Nathanson, CEO of Focus Financial Partners, stated, “M&A remains an avenue for us to add high-quality firms that are committed to evolving for the benefit of their clients.” Randy Conner, President of Churchill, expressed enthusiasm about the partnership, highlighting the opportunity to provide clients with an even greater depth of services through Focus Partners Wealth’s resources. 

The acquisition follows Focus’s strategic rebrand, which unified its advisory hubs under the Focus Partners name, including Focus Partners Wealth, formed from The Colony Group and Buckingham Strategic Wealth. The rebrand aims to enhance scalability and client service, supported by recent leadership appointments, including Zinovy Iosovich as CGO and Mark Israel as CTO. 

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Focus Financial Partners Inc. Churchill Management Group

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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