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FUNDRAISING NEWS | October 21, 2024

Report: Focus Affiliates Coastal Bridge, TrinityPoint Planning Merger

Tags: RIA, Mergers / Acquisitions

Focus Financial Partners affiliate RIAs Coastal Bridge and TrinityPoint are looking to merge, according to an October 18 report from Citywire citing an unnamed source.

The move will combine their Connecticut-based offices into a single entity with a total AUM of approximately $4B. Citywire also reported that Focus Deputy CIO Mark Dupont will be joining TrinityPoint in an undisclosed position.

As reported by Dakota, Focus on October 4 announced plans to merge another two of its affiliate firms, Fort Pitt Capital Group and Kovitz Investment Group Partners, in a deal that would see the combined entity responsible for nearly $30B in AUM.

Source: 

https://citywire.com/ria/news/2-8bn-coastal-bridge-in-talks-to-merge-with-fellow-focus-partner-trinitypoint-sources/a24523622

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Written By: Dakota

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