Deals & Cases
Focus Financial Partners to acquire Octogone group
On April 29, 2022, Focus Financial Partners Inc. announced that it has entered into a definitive agreement regarding 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. The transaction is expected to close in the third quarter of 2022, subject to customary closing conditions. Once the transaction closes, Octogone will become Focus Financial Partners Inc.'s 86th partner firm and enhance 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 advises 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), associates Stanislas Cramer (Tax) and Bertrand Donzé (Employment), as well as junior associate Ela Ipek Yüce (Corporate/M&A), among others.