Request Deal Involvement
Cetera completed the acquisition of Avantax for $1.2bn.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
financial advisors
PJT Partners
legal advisors
Sidley Austin
legal advisors
Haynes and Boone
pr advisors
Gagnier Communications
legal advisors to financial advisors
Latham & Watkins
legal advisors to debt providers
Milbank
financial advisors
Morgan Stanley
financial advisors
UBS
financial advisors
BMO Capital Markets
legal advisors
Willkie Farr & Gallagher
or
Principals
target
AVANTAX
bidder
CETERA FINANCIAL GROUP
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite