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Announced

Completed

Creative Planning completed the acquisition of Rosen Capital Management.

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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wealth management

Majority

Friendly

Single Bidder

Domestic

Acquisition

Asset Managers and Custodians

United States

Private

Completed

Synopsis

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Creative Planning, a registered investment adviser, completed the acquisition of Rosen Capital Management, a wealth management firm. Financial terms were not disclosed. "Creative Planning is excited to bring on the Rosen Capital Management team who will help us break deeper into the Georgia market. From our first conversations with the Rosen team, we knew that the fit would be perfect due to their work ethic, dedication to clients, and overall core values," Peter Mallouk, Creative Planning CEO.

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