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AVANTAX

Summary

Avantax delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning.

Deals Overview

Total Deals1

Valued Deals1

Total Value£ 963 M

Avg. Deal Size£ 963 M

Market Context

Senior Management

Chris Walters
CEO
Marc Mehlman
CFO
Georganne Proctor
Chairman

Sort

pjt partners

HQ - New York

financial advisors (1)

1 Shared Deal

1 For

£ 963 M

Total Value

sidley austin

HQ - Chicago

legal advisors (1)

1 Shared Deal

1 For

£ 963 M

Total Value

haynes and boone

legal advisors (1)

1 Shared Deal

1 For

£ 963 M

Total Value

gagnier communications

HQ - New York

pr advisors (1)

1 Shared Deal

1 For

£ 963 M

Total Value

latham & watkins

HQ - New York, United States

legal advisors to financial advisors (1)

1 Shared Deal

1 For

£ 963 M

Total Value

milbank

HQ - New York

legal advisors to debt providers (1)

1 Shared Deal

1 Opposite

£ 963 M

Total Value

morgan stanley

HQ - New York

financial advisors (1)

1 Shared Deal

1 Opposite

£ 963 M

Total Value

ubs

HQ - Zurich

financial advisors (1)

1 Shared Deal

1 Opposite

£ 963 M

Total Value

bmo capital markets

HQ - Toronto

financial advisors (1)

1 Shared Deal

1 Opposite

£ 963 M

Total Value

willkie farr & gallagher

HQ - New York

legal advisors (1)

1 Shared Deal

1 Opposite

£ 963 M

Total Value

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