![]() ![]() Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. is a leading partnership of independent, fiduciary wealth management firms. It demonstrates our expertise in sourcing and executing mergers in highly specialized areas, enabling our partners to continually enhance the services they offer to meet the needs of their clients."įocus Financial Partners Inc. This transaction is an excellent example of the strength of our M&A capabilities beyond the traditional U.S. "Joining forces with Ancora will expand the capabilities we can offer our clients and provide additional growth opportunities for our business." ![]() "Our goal has always been to provide excellent service and products to our clients, while remaining focused on their long-term needs at all times," said Brian Spear, Principal at Alpha Insurance Group. "Their deep expertise across a range of insurance solutions will enhance the integrated experience we can provide within Ancora as we continue to build a firm that attracts both new clients and leading advisors." "Alpha Insurance Group is a leading provider of insurance services, and we are excited to have them join our team, further expanding our service offering to meet the complex needs of our clients" said Fred DiSanto, Chairman & CEO of Ancora. Alpha's Principals, Brian Spear, Kevin Neitzel and Kevin O'Brien, each have more than 20 years of experience working with individual and commercial clients in Ohio and across the United States. This will be Ancora's first acquisition since joining Focus as a partner firm in October 2021.įounded in 1999, Alpha Insurance Group is a private insurance agency that provides a wide range of property and casualty and health insurance solutions through its relationships with top industry carriers. The transaction is expected to close in the fourth quarter of 2022, subject to customary closing conditions. ("Alpha" or "Alpha Insurance Group"), a licensed insurance agency in Westlake, Ohio, will join Focus partner firm Ancora Holdings Group, LLC ("Ancora"). (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Alpha Property & Casualty, Inc. NEW YORK, NY / ACCESSWIRE / Septem/ Focus Financial Partners Inc. ![]()
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