Announced
Completed
Financials
Tags
Acquisition
Friendly
Completed
Minority
Single Bidder
Private Equity
Private
Private Equity
investment advisor
United States
Synopsis
General Atlantic, a global growth equity firm, completed a minority investment into Creative Planning, an independent wealth management firm. Financial terms were not disclosed. "We are excited to partner with an investor who shares our vision and is committed to continuing on the Creative Planning path, which is to focus on a long-term plan to emerge as the leader in the industry. Our partnership with General Atlantic represents an exciting continuation of our momentum on our path,” Peter Mallouk, Creative Planning Chief Executive Officer.
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