Request Deal Involvement
Creative Planning to acquire SageView Advisory Group from Aquiline.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
financial advisors
Moelis & Co
legal advisors
Willkie Farr & Gallagher
legal advisors
Paul Weiss Rifkind Wharton & Garrison
or
Principals
target
SAGEVIEW ADVISORY GROUP
bidder
CREATIVE PLANNING INC
vendor
AQUILINE CAPITAL PARTNERS LLC
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite