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SELECTED TRANSACTION DETAILS
Cambridge Savings Bank Leads $45MM Participation Loan for Modera Wealth Management
Thursday, February 22, 2024

Lenders/Participants Cambridge Savings Bank [Lead Lender]
Structure Participation Loan
Amount $45.000 Million
Borrower(s) Modera Wealth Management
Description The funding provided by CSB supported Modera’s largest transaction to date, adding Parsec’s assets, including its approximately 75 employees collectively managing around $3.8 billion in client assets. Modera oversees more than $11.4 billion in assets as of October 1, 2023 with more than 190 employees, including 83 Certified Financial Planners®, across 16 offices.
Industry Investor Services
Related Tags Cambridge Savings Bank




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