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Deals (5)
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Target: MODERN WEALTH MANAGEMENT
Bidder: CRESTVIEW PARTNERS
5 Service Providers
9 Dealmakers
£ 160 M
Value
Target: AUTUMN WIND ASSET MANAGEMENT
Bidder: MODERN WEALTH MANAGEMENT
3 Service Providers
7 Dealmakers
n/a
Target: WEALTH MANAGEMENT SOLUTIONS
2 Service Providers
Target: C&J WEALTH ADVISORS
Target: PETSO FINANCIAL
12 Dealmakers
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Senior Management
Gary Roth
Co-CEO
Mike Capelle
Jason Gordo
President