Acquisition · Activity not yet classified
GA Investment Management
Transaction overview
Reported completed
Exact closing date not established.
Avantax Inc. reported that it had closed its acquisition of GA Investment Management, whose financial advisers and wealth management team joined Avantax Planning Partners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model ↗
Avantax · Published May 16, 2024
Explicitly refers to the closed acquisition and the financial advisers and wealth management team joining Avantax Planning Partners. No exact closing date is stated.