Focus Financial Partners Inc.
Financials · Investment Advice · DE · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY22 | FY21 | FY20 | FY19 | FY18 | FY17 | |
|---|---|---|---|---|---|---|
| Revenue | $2.14B | $1.80B | $1.36B | $1.22B | $910.9M | $662.9M |
| Operating income | $294.3M | $102.9M | $119.8M | $67.6M | $44.4M | $5.8M |
| Net income | $91.8M | $10.4M | $28.0M | −$12.9M | −$590,000 | −$48.4M |
| Total assets | $4.87B | $4.71B | $3.06B | $2.65B | $1.94B | $1.23B |
| Total liabilities | $3.56B | $3.59B | $2.20B | $1.85B | $1.13B | $1.15B |
| Equity | $1.05B | $870.5M | $539.8M | $484.1M | $469.7M | −$778.7M |
| EPS (diluted) | — | — | $0.43 | $-0.06 | $-0.24 | — |
| Shares out. | — | — | — | 46.8M | 43.1M | — |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2022- Operating margin
- 13.7%
- Net margin
- 4.3%
- Return on equity
- 8.7%
- Return on assets
- 1.9%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 73.2%
- Debt / equity
- 3.38×
- Book value / share
- —
- Revenue growth (YoY)
- 19.2%
- Net income growth (YoY)
- 781.5%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2022- Accruals / assets
- −4.0%clean
- Piotroski F-Score
- 7/7strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 warning● 4 good- High leverage (liabilities > 70% of assets)
- Operating margin is positive
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Shanahan JamesOfficer — Chief Financial Officer | Aug 31, 2023 | Option exercise | 46,269 | — |
| Adolf RuedigerOfficer — CEO and Chairman | Aug 31, 2023 | Option exercise | 1.8M | — |
| Morganroth Greg S.Director | Aug 31, 2023 | Option exercise | 20,311 | — |
| Lemieux GeorgeDirector | Aug 31, 2023 | Option exercise | 9,611 | — |
| Mcgranahan John RussellOfficer — General Counsel | Aug 31, 2023 | Option exercise | 413,124 | — |
| Neuhoff Elizabeth R.Director | Aug 31, 2023 | Option exercise | 9,611 | — |
| Kodialam Rajini SundarOfficer — Chief Operating Officer | Aug 31, 2023 | Option exercise | 484,019 | — |
| Feliciani JosephDirector | Aug 31, 2023 | Option exercise | 28,147 | — |
| Chang Leonard R.Officer — Sr. Managing Dir/Head of M&A | Aug 31, 2023 | Option exercise | 947,643 | — |
| Carey James DDirector | Aug 31, 2023 | Option exercise | 8.3M | — |
| Stone Point Capital LlcDirector | Aug 31, 2023 | Option exercise | 8.3M | — |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Material events
SEC Form 8-K · most recent- Entered a material agreement · Completed an acquisition or disposition · New financial obligation · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Other material eventAug 31, 2023
- Director / officer changeAug 4, 2023
- Results of operations · Regulation FD disclosureAug 3, 2023
- Shareholder voteJul 14, 2023
- Other material eventJul 6, 2023
- Results of operations · Regulation FD disclosureMay 4, 2023
- Entered a material agreementFeb 28, 2023
- Other material eventFeb 27, 2023
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- SC 13G/ASEC SCHEDULE 13GFeb 9, 2024
- 15-12GSep 11, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- 4OWNERSHIP DOCUMENTSep 1, 2023
- SC 13D/AAug 31, 2023
- 4FORM 4 SUBMISSIONAug 31, 2023
- 4FORM 4 SUBMISSIONAug 31, 2023
Event-driven situations (2)
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