Acquirer

Avantax

Avantax appears as the named buyer in 3 recorded transactions between 2015 and 2020, most often in financial services. 1 of those was bought from a private equity seller, which makes this a buyer that funds in the sector actually exit to.

Financial Services 3

Recorded acquisitions3

Median consideration$180m3 of 3 disclosed a value

Largest recorded$580m

Bought from a fund1

Record

What Avantax has bought

Every recorded transaction where Avantax is the named buyer. Most private deals never disclose a consideration, so a dash is the normal case rather than a gap in the record.

Target	Sector	Sold by	Date	Consideration
HK Financial Services	Financial Services	—	2020-01-07	$160m
1st Global	Financial Services	—	2019-03-19	$180m
H.D. Vest	Financial Services	Lovell Minnick Partners PE	2015-10-14	$580m

Compiled from an archive of 10,204 recorded transactions. This is a record of deals that were reported, not a complete history of what this company has bought, and nothing here is represented as being for sale.

Also buying

Comparable buyers

Other companies acquiring in financial services.

AFH Financial Group 13 AXA 8 Seacoast Bank 8 HTLF 8 Loomis AB 6 The First Bank 6 AmTrust Financial 6 Wintrust Financial Corp 5 Summit Financial Group 5 First Bank 5 Farmers National Bank 5 Simmons Bank 5 Glacier Bank 5 R&Q 5 Independent Bank 5 Pacific Premier Bank 5

For owners

Own a financial services business?

The investors on this page acquire companies like yours. A confidential valuation costs nothing, commits you to nothing, and nobody is told you asked.

Request a confidential valuation

For investors

Are you an investor?

Targeted buyer search

Which hundred of these would actually buy your business?

A researched shortlist with a verified deal-team contact for each, and the reason it is on the list. Fixed fee, from $1,450 - or we make the approach for you and hand you the conversations.

See how it works