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

Elevate's investment enables Gonzalez Advisors to retain local leadership and access capital, technology, and resources to support growth in Southern California's advisory market.

  • In a Los Angeles release on Feb. 17, 2026, Elevate announced a strategic investment in Gonzalez Advisors, an Orange County accounting and advisory firm led by its Managing Partner.
  • Targeting regional density, Sanjay Agarwal said Orange County is a strategic market for Elevate’s growth strategy.
  • Under the deal, `Gonzalez Advisors, powered by Elevate` will maintain local leadership and client-first culture while Elevate provides centralized operational infrastructure and growth resources.
  • The deal supports local client access to capital, technology, and advisory services in Orange County, as Elevate announced on February 19.
  • Elevate says it expects additional strategic announcements in the near term and is building a national platform by partnering with firms sharing its focus on quality and growth.
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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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