Avantax M&A Summary
Avantax has acquired 20 companies of its own, including 5 in the last 5 years. A total of 3 acquisitions came from private equity firms. It has also divested 3 assets.
Avantax’s largest acquisition to date was in 2015, when it acquired H.D. Vest for $580M. It’s largest disclosed sale occurred in 2022, when it sold TaxACT to Taxwell for $720M. Avantax has acquired in 9 different US states, and 4 countries. The Company’s most targeted sectors include internet software and services (32%) and financial services (27%).
M&A Summary
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M&A Total Activity22
- M&A Buy Activity19
- M&A Sell Activity3
- Total Sectors Invested 6
- Total Countries Invested 4
- M&A Buy/Sell Connections 8
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