Focus 1 Associates LLC Asset Profile

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Year established

2005

Location

Portland OR US

Primary Industry

Business Support Services

About

Based in Oregon, US, and founded in 2005, Focus 1 Associates LLC help registered investment adviser that includes institutional, family offices, wealth advisers, and advisers to private funds to follow Rule 206(4)-7 of the Investment Advisers Act of 1940. In September 2022, ACA Compliance Group Holdings, LLC/Foreside Financial Services, LLC, a portfolio company of Genstar Capital Partners, acquired Focus 1 Associates LLC. The firm evolved from Ashland Partners and Company, LLP, a CPA firm. The company’s client base includes Westwood Holdings Group, Inc and many more. The firm offers various SEC consulting services such as third–party compliance reviews and an annual compliance review where SEC compliance consultants evaluate the customer’s compliance review on an ongoing quarterly basis. Additionally, the company provides mock SEC examination interviewing individuals prior going to on-site, and new adviser / RIA set up. Furthermore, the firm provides compliance youniversity to keep the COO and compliance team up to date with updated rules, regulations, and industry best practices by offering monthly, one-hour webinars. Apart from this company offers A LaCarte services which include guidance or training related to a specific area of compliance.

Current Investors

Genstar Capital Partners, ACA Group

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Primary Industry

Business Support Services

Sub Industries

Consulting Services

Website

www.focus1associates.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Focus 1 Associates LLC	07 Sep 2022

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