target

OPTIFOUR

bidder

Creative Planning

value n/a

2 dealmakers

target

Creative Planning

bidder

General Atlantic

value n/a

32 dealmakers

target

Coe Financial Services

bidder

Creative Planning

value n/a

5 dealmakers

target

Thun Financial Advisors

bidder

Creative Planning

value n/a

2 dealmakers

target

Lenox Wealth Management

bidder

Creative Planning

value n/a

3 dealmakers

target

Sullivan Bruyette Speros & Blayney

bidder

Creative Planning

value n/a

7 dealmakers

target

Resource Management

bidder

Creative Planning

value n/a

4 dealmakers

target

Rosen Capital Management

bidder

Creative Planning

value n/a

4 dealmakers

target

Wipfli Financial Advisors

bidder

Creative Planning

value n/a

13 dealmakers

target

Goldman Sachs (personal Financial Management Unit)

bidder

Creative Planning

value n/a

35 dealmakers

target

Ml&r Wealth Management

bidder

Creative Planning

value n/a

8 dealmakers