Chris Walters

$1.2B Acquisition of Dallas-Based Avantax Closed by Cetera

by | Nov 28, 2023
Via the all-cash, take-private deal, Avantax has become a standalone business unit within the San Diego-based Cetera family, with 3,111 financial professionals representing $82.3 billion in assets under administration and $42 billion in assets under management.
Follow the Money: Aerwave Lands $20M for Connectivity Platform, Align Capital Partners Raises $620M for Third Fund, and More
by | Nov 7, 2022
In this week’s North Texas deal flow, you’ll also find news about automated payment solutions startup UPAY raising new funds; Fort Worth’s Star Castle Ventures' $5.25M raise; Carlyle Group acquiring a majority stake in Dallas’ Aspen Power Partners; CenterOak Partners selling Wetzel’s Pretzels for $207M; and other deals.