Clayton, Dubilier & Rice (“CD&R”), Stone Point Capital LLC and Focus Financial Partners Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced on 27 February 2023 that Focus and CD&R have entered into a definitive agreement for Focus to be acquired by affiliates of CD&R in an all-cash transaction valued at an enterprise value of over USD 7 billion. The transaction is expected to close in the third quarter of 2023. Focus will cease to be a publicly traded company upon consummation of the transaction. Closing of the transaction is subject to regulatory approvals.

Bär & Karrer is acting as Swiss legal advisor to CD&R in this transaction. The team of Bär & Karrer is being co-led by Christoph Neeracher, Raphael Annasohn and Thomas Rohde (all M&A) and includes Romina Lauper, Luzius Bill, František Draslar, Djawad Kleist and Nick Aschwanden (all M&A), Mani Reinert (Competition), Jonas Bornhauser (Data Protection, IP/IT), Laura Widmer and Luljeta Morina (both Employment) as well as Daniel Flühmann (Regulatory).

Kirkland & Ellis LLP and Debevoise & Plimpton LLP are acting as international lead counsels to CD&R in this transaction.

For further information please contact:

Media Relations, Eric Stupp

Tel: +41 58 261 50 00

Email: [email protected]

Bär & Karrer is a leading Swiss law firm with more than 200 lawyers, providing customized legal advice in complex transactions and litigation. Clients range from multinational corporations to private individuals in Switzerland and abroad. Bär & Karrer is present with offices in all main language regions in Switzerland and operates globally via an international network of leading law firms. For further information please visit baerkarrer.ch.


Zurich, 1 March 2023

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