Financial services EP Wealth Advisors Purchases Foothills and MarbleThe Foothills and Marble Capital acquisitions will add over $191 million combined in assets under management. October 10, 2023
Business Services Avalara Makes Inposia AdditionTax compliance firm Avalara expands with purchase of Inposia, which focuses on e-invoicing, digital tax reporting. December 29, 2020
Investment Banking HD Vest’s parent to buy 1st Global in $180M bid for tax-focused dominanceShould advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps. March 19, 2019