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Cover Image Tom Orecchio

Tom Orecchio

CEO at MODERA WEALTH MANAGEMENT

Manager

Deal Bio

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

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12 Jan 2021|United States|Asset Managers and Custodians

Target: INDEPENDENCE ADVISORS

Bidder: MODERA WEALTH MANAGEMENT

6 Service Providers

1 Target | 5 Bidder

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

01 May 2023|United States|Asset Managers and Custodians

Target: PARSEC FINANCIAL

Bidder: TRIA CAPITAL PARTNERS

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

21 Nov 2024|United States|Investment Banking

Target: BAY POINT WEALTH

Bidder: MODERA WEALTH MANAGEMENT

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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