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Cover Image Craig Dietel
Craig DietelJConnelly

Craig Dietel

Account Supervisor at JConnelly

PR Consultant

Deal Bio

Total Deals3
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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05 Apr 2022|United States|Asset Managers and Custodians
Resource Management
Creative Planning

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
Rosen Capital Management
Creative Planning

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
Wipfli Financial Advisors
Creative Planning

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

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