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Cover Image Adam Antoniades

Adam Antoniades

CEO at CETERA FINANCIAL GROUP

Manager

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 963 M

Avg. Deal Size£ 963 M

Market Context

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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

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

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