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MODERA WEALTH MANAGEMENT

Deals Overview

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

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Target: INDEPENDENCE ADVISORS

Bidder: MODERA WEALTH MANAGEMENT

6 Service Providers

15 Dealmakers

n/a

Value

Target: PARSEC FINANCIAL

Bidder: TRIA CAPITAL PARTNERS

5 Service Providers

6 Dealmakers

n/a

Value

Target: BAY POINT WEALTH

Bidder: MODERA WEALTH MANAGEMENT

2 Service Providers

2 Dealmakers

n/a

Value

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Senior Management