Corridome

Avantax, Inc

Sale September 11, 2023

From an SEC filing dated Sep 11, 2023

  1. Avantax, Inc agreed to be sold to Cetera Holdings, announced on Sep 11, 2023.

    8-K

  2. PJT Partnersfirm advised the seller.

    8-K

  3. BMO Capital Marketsfirm, Morgan Stanley & Co.firm and UBS Securitiesfirm advised the buyer.

    8-K

  4. The filing puts the value at $1.2B.

    8-K

  5. PJT Partnersfirm also worked on Alif Semiconductordeal, on Sep 9, 2026.

    8-K

Parties

first 2 of 5

PartyRoleSource
Cetera HoldingsBuyer8-K
PJT PartnersSeller's adviser8-K

3 more parties

Sign up free to see all 5.

Sign up free

Value

KindAmountBasisSource
Disclosed$1.2Benterprise value8-K

More deals

first 2 of 17

DateDealFirmsSource
Oct 20, 2026Prudential of Brazil and Prudential of Mexico · SaleMorgan Stanley & Co., Goldman Sachs & Co.8-K
Oct 19, 2026Trumid Holdings, LLC · SaleGoldman Sachs & Co., Morgan Stanley & Co.8-K

15 more deals

Deals with PJT Partners, BMO Capital Markets and 2 more firms.

Sign up free to see the first 5, or become a member to see all 17.

Sign up freeBecome a member

On file

Date as stated
September 11, 20238-K
Filed by
Avantax, Inc.8-K
Status
Completed8-K

Browse the register