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TacticalVC · Value Creation Playbook

Asset Management — Value Creation Case Studies | TacticalVC

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Asset Management

1 published case study

Value Creation Levers

New Customer Acquisition1

New Customer Acquisition

Focus Financial Partners

Focus Financial grew revenue 341% to $2.1B in six years by acquiring and scaling 88 independent wealth management firms.

Revenue Grew 341% Through Independent RIA Partnership Acquisitions

Asset ManagementGICS 4020Large Enterprise