Technology BlackRock Buys SpiderRock as Firm Expands Wealth ManagementThe deal will increase BlackRock’s ability to offer tax-efficient investment services, especially those that rely on options trading. March 8, 2024
Private Equity Unity Partners-Backed NDH Buys Stratus GroupStratus offers tax and outsourced accounting services to high net-worth individuals and small businesses. November 21, 2023
Business Services GTCR Purchases Foundation SourceFoundation Source was founded in 2000 and is headquartered in Fairfield, Conn. September 13, 2023
Financial services Cetera Acquires AvantaxCetera will retain Avantax's legal entities, core technology, product offerings and existing clearing and custody relationships. September 11, 2023
Financial services Avantax Acquires Summit Wealth AdvocatesSummit Wealth is a Minnesota-based wealth management firm with approximately $330 million in total client assets. August 22, 2023
Private Equity Unity Partners Invests in NDHNDH LLC is a tax, accounting and advisory services firm. May 4, 2023
Private Equity Trinity Hunt Partners Invests in MarksNelsonMarksNelson will provide attest and assurance services, and MarksNelson Advisory will provide business advisory, tax and non-attest services. February 28, 2023
Financial services Cohen Purchases BBD’s Investment Management GroupBBD-IMG is a provider of audit and tax services for registered and unregistered investment companies across the U.S. February 2, 2023