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Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy

Elevate strengthens its West Coast presence by investing in Gonzalez Advisors, combining local expertise with national resources to serve growing demand for advisory services.

  • In a Los Angeles release on Feb. 17, 2026, Elevate announced a strategic investment in Gonzalez Advisors, an Orange County tax and advisory firm, marking the start of a regional expansion.
  • Elevate's strategy centers on building regional density in high-growth U.S. markets, with Sanjay Agarwal, CEO & Managing Partner of Elevate, calling Orange County a strategic market.
  • Under the deal, `Gonzalez Advisors, powered by Elevate` will maintain local leadership and a client-first culture while Elevate provides national infrastructure and growth resources.
  • The deal strengthens Elevate's presence by enabling Gonzalez Advisors' clients to access expanded capital, technology, and advisory support in the region served.
  • Elevate says it expects additional strategic announcements in the near term as it executes growth initiatives and evaluates partner firms to build its national platform with regional strength.
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Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy

LOS ANGELES, Feb. 17, 2026 /PRNewswire/ -- Elevate, a national accounting and advisory platform backed by long-term growth capital, today announced a strategic investment in Gonzalez Advisors, a tax and advisory firm in Orange County led by Managing Partner John…

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Missoulian broke the news in Missoula, United States on Wednesday, February 18, 2026.
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