Press Release

Haynes Boone Wins Top M&A Advisor Award for Billion-Dollar Deal

November 21, 2024

Haynes Boone won a top award at the 23rd Annual M&A Advisor Awards for the firm’s work on a billion-dollar acquisition.

MA Advisor 1

The firm won the M&A Deal of the Year ($1B-$10B) category for representing Avantax, Inc. in its $1.2 billion take-private sale to Cetera Financial Group, Inc.

Haynes Boone partners Susan Wetzel, Dan Malone, Madelyn Calabrese, Alex Grishman and Associate Joshua Reisman were on hand to accept the award at the respected dealmaker ceremony.

MA Advisor 2

A Haynes Boone team advised Dallas-based Avantax in an all-cash transaction involving 3,078 financial professionals representing $83.8 billion in assets under administration and $42.6 billion in assets under management. Close to 20 other Haynes Boone lawyers from Texas and New York assisted as part of the cross-functional team.

Haynes Boone’s M&A Practice Group has comprehensive experience handling middle-market deals, having helped clients close more than 500 transactions in the last five years, with an aggregate value exceeding $50 billion. The firm routinely represents private equity firms, closely held corporations, founders, large financial institutions and Fortune 500 public companies.


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