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Cover Image Lexie Brazil

Lexie Brazil

Senior Account Executive at StreetCred PR

PR Consultant

Deal Bio

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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11 Jul 2024|United States|Private Equity

Target: C&J WEALTH ADVISORS

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

9 Dealmakers

n/a

Value

24 Oct 2024|United States|Diversified Financials

Target: PETSO FINANCIAL

Bidder: MODERN WEALTH MANAGEMENT

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

06 May 2025|United States|Insurance Brokers

Target: WISE RISK

Bidder: PARAGON INSURANCE HOLDINGS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

29 Apr 2025|United States|Diversified Financials

Target: OFM WEALTH

Bidder: MODERN WEALTH MANAGEMENT

4 Service Providers

1 Target | 3 Bidder

11 Dealmakers

n/a

Value

08 Apr 2025|United States|Diversified Financials

Target: PLANNED ASSET MANAGEMENT

Bidder: MODERN WEALTH MANAGEMENT

5 Service Providers

2 Target | 3 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

08 Apr 2025|United States|Diversified Financials

Target: WADE FINANCIAL ADVISORY

Bidder: MODERN WEALTH MANAGEMENT

4 Service Providers

2 Target | 2 Bidder

11 Dealmakers

8 Target | 3 Bidder

n/a

Value

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