Modera - M&A Summary and Business Overview

Financial ServicesCompany

Modera M&A Summary

Modera has acquired 1 company, including 1 in the last 5 years.

Modera has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Modera Business Overview

Where is Modera headquartered?

Modera is headquartered in Westwood, New Jersey.

What sector is Modera in?

Modera is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Modera

Modera Wealth Management LLC

56 Jefferson Avenue,
Westwood, New Jersey 07675
United States,
(201) 768-4600
www.moderawealth.com

Modera provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. In addition to portfolio management, Modera provides clients with financial planning services, including retirement planning, estate planning, income tax planning and risk analysis. Modera is based in Westwood, New Jersey.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Parsec Financial 2023-05-01 - Add-on Acquisition
Asheville, North Carolina · www.parsecfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  North Carolina 1 - - -
Total 1 - - -

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