.
MergerLinks Header Logo

New Deal


Announced

Completed

Creative Planning completed the acquisition of Resource Management.

Financials

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

Tags

Edit

United States

Majority

Domestic

Private Equity

investment advisor

Friendly

Single Bidder

Asset Managers and Custodians

Private

Completed

Acquisition

Synopsis

Edit

Creative Planning, a registered investment advisor, completed the acquisition of Resource Management, an advisory firm. Financial terms were not disclosed. "Randy and his team all exemplify what it is we look for in deals like these. Their expertise in working with closely-held businesses, professionals, and high net worth individuals along with their strong core values and beliefs made this a perfect fit and we are excited for what is to come," Peter Mallouk, Creative Planning President and CEO.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US