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Cover Image Brody Klett
Brody KlettAlston & Bird

Brody Klett

Associate at Alston & Bird

Lawyer

Atlanta

Deal Bio

Total Deals4
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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05 Jun 2024|United States|Diversified Financials
Avior Wealth Management
Constellation Wealth Capital

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

16 Dealmakers

14 Target | 2 Bidder

n/a

Value

29 Apr 2024|United States|Diversified Financials
The Money Advisor Group
Bip Wealth

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

24 Oct 2024|United States|Diversified Financials
Petso Financial
Modern Wealth Management

Target: PETSO FINANCIAL

Bidder: MODERN WEALTH MANAGEMENT

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

06 Feb 2025|United States|Infrastructure Funds
Eagle Ridge Investment Management
Carnegie Investment Counsel

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers

3 Target | 2 Bidder

15 Dealmakers

13 Target | 2 Bidder

n/a

Value

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