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Announced

Completed

Modern Wealth Management completed the acquisition of Autumn Wind Asset Management.

Synopsis

Modern Wealth Management, a financial planning firm, completed the acquisition of Autumn Wind Asset Management, an investment advisor that focuses on offering after-tax and after fee performance of it clients. Financial terms were not disclosed.

Principals

Autumn Wind Asset Management

target

Autumn Wind Asset Management

Modern Wealth Management

bidder

Modern Wealth Management

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Market Context

Dealmakers (7)

Service Providers

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Neal Falkenberry

Neal Falkenberry

ManagerChief Investment Officer at AUTUMN WIND ASSET MANAGEMENT
Deal Bio
Total Deals
1/
Total Value
value n/a
Mike Capelle

Mike Capelle

ManagerCo-CEO at MODERN WEALTH MANAGEMENT
Deal Bio
Total Deals
2/
Total Value
£160M
Nathan Tyre

Nathan Tyre

LawyerAssociate at Alston & Bird
Deal Bio
Total Deals
56/
Total Value
£3,402M
Jack Stephens

Jack Stephens

LawyerAssociate at Alston & Bird
Deal Bio
Total Deals
26/
Total Value
£986M
Brian Harvel

Brian Harvel

LawyerPartner at Alston & Bird
Deal Bio
Total Deals
91/
Total Value
£31,113M
Zach Newquist

Zach Newquist

LawyerAssociate at Alston & Bird
Deal Bio
Total Deals
8/
Total Value
£933M
Ian Calhoun

Ian Calhoun

LawyerPartner at Alston & Bird
Deal Bio
Total Deals
53/
Total Value
£849M

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