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CETERA FINANCIAL GROUP

HQ - San Diego

Summary

Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.

Deals Overview

Total Deals5

Valued Deals1

Total Value£ 963 M

Avg. Deal Size£ 963 M

Market Context

Senior Management

Adam Antoniades
CEO
Mike Durbin
Group CEO
Jeffrey Buchheister
CFO

Sort

25 Jan 2023|United States|Insurance Brokers

Target: SECURIAN FINANCIAL GROUP (RETAIL WEALTH BUSINESS)

Bidder: CETERA FINANCIAL GROUP

10 Service Providers

6 Bidder | 4 Vendor

11 Dealmakers

7 Bidder | 4 Vendor

n/a

Value

06 Jun 2023|United States|Diversified Financials

Target: THE RETIREMENT PLANNING GROUP

Bidder: CETERA FINANCIAL GROUP

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

11 Sep 2023|United States|Diversified Financials

Target: AVANTAX

Bidder: CETERA FINANCIAL GROUP

12 Service Providers

6 Target | 6 Bidder

78 Dealmakers

58 Target | 20 Bidder

£ 962 M

Value

04 Oct 2023|United States|Diversified Financials

Target: CETERA FINANCIAL GROUP

Bidder: GENSTAR CAPITAL LLC

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

08 Oct 2024|United States|Asset Managers and Custodians

Target: CONCOURSE FINANCIAL GROUP SECURITIES

Bidder: CETERA FINANCIAL GROUP

8 Service Providers

1 Target | 2 Bidder | 5 Vendor

3 Dealmakers

1 Target | 1 Bidder | 1 Vendor

n/a

Value

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