Submit Deal

Submit Deal

Cover Image Craig Dietel

Craig Dietel

Account Supervisor at JConnelly

PR Consultant

Deal Bio

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Sort

05 Apr 2022|United States|Asset Managers and Custodians

Target: RESOURCE MANAGEMENT LLC

Bidder: CREATIVE PLANNING INC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

10 Jun 2022|United States|Asset Managers and Custodians

Target: ROSEN CAPITAL MANAGEMENT

Bidder: CREATIVE PLANNING INC

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

17 Aug 2022|United States|Diversified Financials

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

Privacy Policy Terms of Service Contact Us Cookie Preferences

All rights reserved. Copyright © 2025 Datasite