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New Deal


Announced

Completed

General Atlantic completed a minority investment into Creative Planning.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

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Acquisition

Friendly

Completed

Minority

Single Bidder

Private Equity

Private

Private Equity

investment advisor

United States

Synopsis

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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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