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Creative Planning to acquire Personal Financial Management unit from Goldman Sachs.

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Service Providers

Goldman Sachs

financial advisors

Goldman Sachs

Weil Gotshal and Manges

legal advisors

Weil Gotshal and Manges

or

Principals

GOLDMAN SACHS (PERSONAL FINANCIAL MANAGEMENT UNIT)

target

GOLDMAN SACHS (PERSONAL FINANCIAL MANAGEMENT UNIT)

GOLDMAN SACHS INC

vendor

GOLDMAN SACHS INC

CREATIVE PLANNING INC

bidder

CREATIVE PLANNING INC

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