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Announced

21 May 2024

Completed

21 May 2024

Modern Wealth Management completed the acquisition of Wealth Management Solutions.

Synopsis

Modern Wealth Management, a financial services company, completed the acquisition of Wealth Management Solutions, a wealth management services company. Financial terms were not disclosed.

Principals

target

Wealth Management Solutions

bidder

Modern Wealth Management

Show Details & Financials

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Market Context

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Bidder Team (7)

brett coburn

Partner at Alston & Bird

Lawyer

bidder

108

Deals

£ 7.62 B

Total Value

jason gordo

President at MODERN WEALTH MANAGEMENT

Manager

bidder

Deals

£ 160 M

Total Value

zach newquist

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 1.02 B

Total Value

ian calhoun

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 849 M

Total Value

jack stephens

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 986 M

Total Value

mike capelle

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

bidder

Deals

£ 160 M

Total Value

gary roth

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

bidder

Deals

£ 160 M

Total Value

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