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  6. Modern Capital Acquires Western Equity Group

M&A Deal Summary

Modern Capital Acquires Western Equity Group

On March 16, 2020, Modern Capital acquired financial services company Western Equity Group

Acquisition Highlights
  • This is Modern Capital’s 1st transaction in the Financial Services sector.
  • This is Modern Capital’s 1st transaction in the United States.
  • This is Modern Capital’s 1st transaction in Tennessee.

M&A Deal Summary
Date 2020-03-16
Target Western Equity Group
Sector Financial Services
Buyer(s) Modern Capital
Deal Type Add-on Acquisition

Target

Western Equity Group

Pleasant View, Tennessee, United States
Western Equity Group, Inc. is an SEC Registered and FINRA member broker-dealer based in Pleasant View, Tennessee.

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Buyer(S) 1

Buyer

Modern Capital

Charleston, South Carolina, United States
Category Company
Sector Financial Services
DESCRIPTION

Modern Capital, Inc. provides diversified financial services to clients seeking a firm with aligned interests and a contemporary perspective.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Tennessee M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2020 M&A 1 of 1
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