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Cover Image Mike Capelle

Mike Capelle

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 160 M

Avg. Deal Size£ 160 M

Market Context

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05 Apr 2023|United States|Diversified Financials

Target: MODERN WEALTH MANAGEMENT

Bidder: CRESTVIEW PARTNERS

5 Service Providers

2 Target | 3 Bidder

9 Dealmakers

3 Target | 6 Bidder

£ 160 M

Value

28 Mar 2024|United States|Diversified Financials

Target: AUTUMN WIND ASSET MANAGEMENT

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

21 May 2024|United States|Diversified Financials

Target: WEALTH MANAGEMENT SOLUTIONS

Bidder: MODERN WEALTH MANAGEMENT

2 Service Providers

7 Dealmakers

n/a

Value

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