Request Deal Involvement
Modera Wealth Management completed the acquisition of Bay Point Wealth.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Principals
bidder
MODERA WEALTH MANAGEMENT
target
BAY POINT WEALTH
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite