M&A Deal Summary |
|
|---|---|
| Date | 2024-09-26 |
| Target | SEP Financial Services |
| Sector | Financial Services |
| Buyer(s) | Avantax |
| Deal Type | Add-on Acquisition |
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| 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 STATS | # |
|---|---|
| Overall | 19 of 19 |
| Sector: Financial Services M&A | 5 of 5 |
| Type: Add-on Acquisition M&A Deals | 16 of 16 |
| State: New York M&A | 2 of 2 |
| Country: United States M&A | 16 of 16 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-22 |
Summit Wealth Advocates
Prior Lake, Minnesota, United States Summit Wealth Advocates is a Minnesota-based wealth management firm with approximately $330 million in total client assets. Summit Wealth Advocates is based in Prior Lake, Minnesota. |
Buy | - |
