M&A Deal Summary |
|
|---|---|
| Date | 2025-10-13 |
| Target | Pillar Financial Group |
| Sector | Financial Services |
| Buyer(s) | Cetera |
| Deal Type | Add-on Acquisition |
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Cetera is a network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera was founded in 2010 and is based in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 8 |
| Sector: Financial Services M&A | 8 of 8 |
| Type: Add-on Acquisition M&A Deals | 6 of 6 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 7 of 7 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-09-11 |
Avantax
Coppell, Texas, United States 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. |
Buy | $1.2B |
