Investments

Co-Investment
Held / Exited
  • Focus Financial Partners Logo
    Co-Investment

    Focus Financial Partners

    USA

    Business services
    Business services

    Founded in 2004, Focus Financial Partners is an independent fiduciary wealth management partnership of independent Registered Investment Advisor partner firms. Each partner firm provides clients with investment management, wealth planning, tax, estate, trust, and family offices services. Headquarted in New-York, the firm has 300+ offices and employs 5,800+ FTEs.

The Ardian team brought a deep sector knowledge, which I think allowed them not only to do a terrific job in that due diligence period, but also meant they could work very efficiently within our deal time frame.

Doug Brody KKR Capital Market

Ardian and Arsenal both want our investments to benefit society and by working together in this case we’ve reduced the time it takes to set up a clinical trial by many months, which means new drugs come to market as quickly and safely as possible.

Steve McLean Partner of Arsenal Capital

During the due diligence phase, we identified Ardian as a future shareholder capable of making a significant contribution to Emera's development. As soon as the transaction closed, we were able to define and launch value-creating initiatives with Naxicap and Ardian, particularly in terms of group structuring, external growth, digital transformation and real estate strategy, in France but also in Spain and other European countries.

Eric Baugas CEO of EMERA