Submit Deal
All Dealmakers
Similar Dealmakers
CEO at CREATIVE PLANNING INC
Investor
Share Profile
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (14)
Key Relationships
Sort
Target: OPTIFOUR
Bidder: CREATIVE PLANNING INC
4 Service Providers
2 Dealmakers
n/a
Value
Target: CREATIVE PLANNING INC
Bidder: GENERAL ATLANTIC LLC
5 Service Providers
32 Dealmakers
Target: COE FINANCIAL SERVICES
5 Dealmakers
Target: THUN FINANCIAL ADVISORS
2 Service Providers
Target: LENOX WEALTH MANAGEMENT
3 Dealmakers
Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC
7 Dealmakers
Target: RESOURCE MANAGEMENT LLC
4 Dealmakers
Target: ROSEN CAPITAL MANAGEMENT
3 Service Providers
Target: WIPFLI FINANCIAL ADVISORS
13 Dealmakers
Target: GOLDMAN SACHS (PERSONAL FINANCIAL MANAGEMENT UNIT)
35 Dealmakers
Target: ML&R WEALTH MANAGEMENT
8 Dealmakers
Bidder: TPG CAPITAL LP
8 Service Providers
17 Dealmakers
Target: KOWAL INVESTMENT GROUP
Target: ZOE FINANCIAL
Bidder: SAGEVIEW CAPITAL
£ 22 M
