Announced
Completed
Financials
Tags
United States
Majority
Domestic
Private Equity
investment advisor
Friendly
Single Bidder
Asset Managers and Custodians
Private
Completed
Acquisition
Synopsis
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.
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