“When E Source approached us, we were not looking to sell, but we saw that a combined company could provide additional synergies that would help our clients and staff. We brought FOCUS on to ensure that the deal fit would accomplish the objectives we set out: maximizing staff opportunities and providing value to clients, while making sense financially. FOCUS helped us to stay true to our objectives amidst all the noise that happens in the negotiating stage. Their relationship-driven approach helped get us to the finish line.”