11 September 2023
Latham & Watkins Advises on Avantax’s Acquisition by Cetera Holdings
Advising firms
Deal team
2 lawyers named| Lawyer | Firm | Seniority | Practice | Office |
|---|---|---|---|---|
| Robert Katz Lead | Latham & Watkins LLP | Partner | corporate | New York |
| Sašo Kraner | Latham & Watkins LLP | Associate | corporate | Not stated |
Stated terms
- Stated value
- USD 1.20bn (US$1.2 billion)
- What the figure measures
- Total transaction value
- Client
- Not stated
- Counterparties
- Cetera Holdings (Buy-side)
Avantax, Inc. (Sell-side)