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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 of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.