Announced
Completed
Financials
Tags
Asset Managers and Custodians
Acquisition
Domestic
Single Bidder
wealth management
Majority
Completed
United States
Friendly
Private Equity
Merger
Private
Synopsis
Modera Wealth Management, an asset management firm, completed the merger with Independence Advisors, a wealth management firm. The combined company now operates under Modera Wealth Management name. Financial terms were not disclosed. TRIA Capital Partners, a private equity firm, completed a minority investment in the combined entity. "This merger is a natural partnership of two firms rooted in independence and transparency. We believe this synergy will enhance the experience we can provide to all of our clients," Charles Boinske, Independence Advisors Founder.
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