Ancora holdings full#

We believe that Ancora will take full advantage of these resources, positioning it to be a major platform not only in the Midwest but beyond.'Д¬olchester Partners LLC, an investment banking and M&A advisory firm, served as financial advisor to Ancora.ДЇocus Financial Partners Inc. The value of our partnership resonated with the Ancora team because of our unique focus on empowering the entrepreneur and the value-added services we offer our partner firms. Integral to Focus' success is partnering with innovative firms that are clear industry leaders and are well positioned for future growth. 'Ancora is a scaled wealth management firm that has differentiated itself through its diversified service model, which is complemented by an impressive investment team and performance track record. 'We are excited to welcome Ancora to the Focus partnership,' said Rudy Adolf, Founder, CEO and Chairman of Focus. We are impressed by Focus' unique approach to partnering with entrepreneurs, and we believe that by leveraging Focus' many resources, we will be able to further accelerate the growth of our business.' Partnering with Focus allows us to maintain our independence while at the same time enhancing our client value proposition. 'Continuously evolving our business model has been an important part of our approach and a critical component to our success. 'Ancora was founded as an independent, employee-run firm that can create and implement innovative solutions to meet the complex needs of our clients,' said Fred DiSanto. Ancora is employee-owned and managed by a 7-person executive team led by CEO and Chairman Fred DiSanto. Ancora offers its clients an array of proprietary solutions in equity, fixed income, mutual funds and alternative investments. A differentiated feature of the firm's holistic approach is its deep investment management expertise. Ancora will significantly expand Focus' presence in the Midwest high net worth market.ДЇounded in 2003, Ancora employs a distinctive, multi-faceted model, offering bespoke wealth planning, asset management and retirement plan solutions to high-net-worth individuals and families, as well as institutions and foundations. The transaction is expected to close in the fourth quarter of 2021, subject to customary closing conditions. (together with its subsidiaries, 'Ancora'), a premier wealth and investment management firm based in Cleveland, OH, has entered into a definitive agreement to join the Focus partnership.

(NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that Ancora Holdings Inc. NEW YORK, NY / ACCESSWIRE / Septem/ Focus Financial Partners Inc.