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View up-to-date information on Avantax Inc’s latest deals, number of deals and deal values, alongside insights into its key mergers and acquisitions.
Number of Deals
Deal Value ($M)
Latest Deals
| Announced Date | Headline | Deal Type | Acquirers/Investors/Surviving Entity | Issuer/Partner/Target |
|---|---|---|---|---|
| 11 Sep 2023 | Aretec Group (Cetera Holdings) Acquires Avantax for Approximately USD1.20 Billion | Acquisition |
Aretec Group Inc d/b/a Cetera Holdings
|
Avantax Inc |
| 22 Aug 2023 | Avantax Acquires Summit Wealth Advocates | Acquisition |
Avantax Inc
|
Summit Wealth Advocates LLC
|
| 01 Nov 2022 | Cinven to Acquire TaxAct | Private Equity |
Cinven Ltd
|
TaxACT Inc
|
| 06 Apr 2021 | Lorem ipsum dolor sit amet, consectetur adipiscing elit | Eiusmod Tempor | Exercitation cillum velit | Exercitation cillum velit Tempor |
| 06 Apr 2021 | Lorem ipsum dolor sit amet, consectetur adipiscing elit | Eiusmod Tempor | Exercitation cillum velit | Exercitation cillum velit Tempor |
| 06 Apr 2021 | Lorem ipsum dolor sit amet, consectetur adipiscing elit | Eiusmod Tempor | Exercitation cillum velit | Exercitation cillum velit Tempor |
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