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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

securian financial group (retail wealth business)

HQ - United States

Insurance Brokers

10 Aug 2023

Investment Date

100%

Stake

n/a

Deal Value

the retirement planning group

HQ - United States

Diversified Financials

6 Jun 2023

Investment Date

100%

Stake

n/a

Deal Value

avantax

HQ - United States

Diversified Financials

27 Nov 2023

Investment Date

100%

Stake

£ 962 M

Deal Value

concourse financial group securities

HQ - United States

Asset Managers and Custodians

26 Feb 2025

Investment Date

100%

Stake

n/a

Deal Value

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