Add-on Acquisition • Financial Services

Modern Capital Acquires Western Equity Group

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

Acquisition Context

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.

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

Target Company

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 Overview 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 Context for Buyer	#
Overall	1 of 1
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	1 of 1
State: Tennessee	1 of 1
Country: United States	1 of 1
Year: 2020	1 of 1

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