Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | August 2, 2021 |
| Target | Headquarters Advisory Group |
| Sector | Business Services |
| Buyer(s) | Avantax |
| Deal Type | Add-on Acquisition |
FILTER BY
| Category | Company |
|---|---|
| Founded | 1983 |
| Sector | Financial Services |
| Employees | 727 |
| Revenue | 666M USD (2022) |
Avantax delivers tax-focused financial planning and wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax was incorporated in 1983 and is based in Coppell, Texas.
| Deal Context for Buyer | # |
|---|---|
| Overall | 17 of 19 |
| Sector: Business Services | 1 of 1 |
| Type: Add-on Acquisition | 14 of 16 |
| State: New Hampshire | 1 of 1 |
| Country: United States | 14 of 16 |
| Year: 2021 | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-30 |
GuideVine
New York, New York, United States GuideVine provides conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets. GuideVine was founded in 2014 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-01 |
TaxACT
Dallas, Texas, United States TaxACT provides online tax preparation software and electronic filing services. TaxACT is available via the internet to individual taxpayers and paid preparers as online tax preparation programs or as downloadable desktop software. TaxACT was founded in 1998 and is based in Dallas, Texas. |
Sell | $720M |
