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CEO at CREATIVE PLANNING INC
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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
