BCOR · Categories · M&A
BCOR - Mergers and acquisitions
Blucora Inc. (BCOR) mergers and acquisitions - real-time wire coverage filtered to M&A only.
Recent M&A for BCOR
- Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the NorthwestDALLAS, Feb. 17, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Washington-based Gene Bell & Associates. The transaction expands the presence of Avantax's employee-based RIA (registered investment advisor), adds venerable tax expert and Financial Professional Gene Bell, CFP®, E.A., NTPI Fellow®, to the financial services company's management team, and helps ensure Bell's clients are well-served as they pursue their financial goals. Bell joins Avantax as Director, Tax-Smart Initiatives, reporting directly to Andy Watts, Vice President, Investment Solutions; three of Gene Bell & Associates' talented staff also become Avantax employees. Having bee
- Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax's Employee-based RIADALLAS, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021. The transaction expands the presence of Avantax's employee-based RIA (registered investment advisor) while enabling the Warner team to focus on new growth opportunities as they leverage the significant staff, technology and resources of Avantax. "After successfully growing my business for many years, I was interested in a path that would monetize my business but also let me focus more on serving my clients and less on the day-to-day dealings of running an office. I also wa
- Avantax Acquires GuideVine Technologies, Inc.DALLAS, March 30, 2021 (GLOBE NEWSWIRE) -- Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, has acquired GuideVine Technologies, Inc. (GuideVine) and its proven lead-generation and marketing platform. Launched in 2014, GuideVine has been used by financial professionals as a tool for converting interested prospects into clients. Avantax plans to integrate GuideVine into its already powerful suite of tools and technology, where GuideVine technology can support the marketing needs of Avantax Wealth Management℠ Financial Professionals. “GuideVine technology will help our Financial Professional