Deals & Cases
Focus Financial Partners closes acquisition of Octogone group
On July 1st, 2022, Focus Financial Partners Inc. successfully completed the acquisition of the Octogone group of companies, a leading wealth and investment management group headquartered in Geneva, Switzerland. Octogone has provided wealth management solutions and tailored asset allocation to wealthy individuals and families across Europe, the United States, Latin America, and the Middle East since 1995. Octogone has thereby become Focus Financial Partners Inc.'s 86th partner firm and enhances its global scale – which spans 4 countries and more than 5,000 principals and employees – by substantially expanding its international presence with the entry into several new ultra-high net worth markets across the globe.
Lenz & Staehelin advised Focus Financial Partners Inc. on this transaction as lead counsel. The team is led by partners Roman Graf (Corporate/M&A) and Fedor Poskriakov (Banking/Finance), and included partner Frédéric Neukomm (Tax), senior associate Christophe Cavin (Banking/Finance), associate Stanislas Cramer (Tax), as well as junior associate Ela Ipek Yüce (Corporate/M&A), among others.