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Crestview Partners-backed Modern Wealth to acquire OFM Wealth.

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Service Providers

DeVoe & Company

financial advisors

DeVoe & Company

StreetCred PR

pr advisors

StreetCred PR

Alston & Bird

legal advisors

Alston & Bird

or

Principals

OFM WEALTH

target

OFM WEALTH

MODERN WEALTH MANAGEMENT

bidder

MODERN WEALTH MANAGEMENT

CRESTVIEW PARTNERS

bidder

CRESTVIEW PARTNERS

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MergerLinks - Request Credit - Crestview Partners-backed Modern Wealth to acquire OFM Wealth.