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Announced

Completed

Creative Planning completed the acquisition of Thun Financial Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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financial planner

Private

Acquisition

Single Bidder

investment advisor

Completed

Asset Managers and Custodians

Majority

Friendly

United States

investment management

Private Equity

Synopsis

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Creative Planning, a wealth management firm, completed the acquisition of Thun Financial Advisors, a provider of financial planning and investment management services. Financial terms were not disclosed. "I and the Thun Financial Team are very excited to join Creative Planning to work together to bring integrated investing and financial planning to investors around the world. Creative Planning is among the few financial service companies willing to embrace the complexities of cross-border advising. That makes our firms a great fit," David Kuenzi, Thun Financial President.

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