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MODERN WEALTH MANAGEMENT

Deals Overview

Total Deals8

Valued Deals1

Total Value£ 160 M

Avg. Deal Size£ 160 M

Market Context

Senior Management

Gary Roth
Co-CEO
Mike Capelle
Co-CEO
Jason Gordo
Co-Founder and President

Sort

kekst cnc

HQ - New York

pr advisors (1)

1 Shared Deal

1 Opposite

£ 160 M

Total Value

streetcred pr

HQ - Los Angeles, United States

pr advisors (5)

legal advisors (1)

6 Shared Deals

5 For | 1 Opposite

£ 160 M

Total Value

ardea partners

HQ - New York, United States

financial advisors (1)

1 Shared Deal

1 For

£ 160 M

Total Value

alston & bird

HQ - Atlanta

legal advisors (7)

7 Shared Deals

6 For | 1 Opposite

n/a

Total Value

alaris acquisitions

commercial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

devoe & company

financial advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

gladstone place partners

HQ - New York

financial advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

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