Acquisition · Activity not yet classified
Capital Accounting & Tax
Transaction overview
Reported acquisition
Exact closing date not established.
Capital Investment Advisors reported acquiring Capital Accounting & Tax and operating it as a subsidiary.
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
- Capital Investment Advisors, a $4+ Billion Atlanta-based Registered Investment Advisor (RIA), Acquires Established Atlanta Accounting Firm ↗
Capital Investment Advisors · Published Jun 27, 2023
The release reported the acquisition of Capital Accounting & Tax and described the business as Capital Investment Advisors' new subsidiary. The raw page metadata distinguishes the June 27, 2023 publication from an April 10, 2024 modification.