Creative Planning just got a $16bn valuation. Now what? - Citywire
WEB1 day ago · Through its deal to sell a minority stake in itself to private equity firm TPG, Creative Planning secured the largest valuation on record for an independent RIA. Sources with knowledge of the situation told Citywire that the Overland Park, Kan.-based RIA, which oversees roughly $375bn in client assets, attained a $16bn enterprise valuation ...
Creative Planning Announces Strategic Investment from TPG …
WEBOverland Park, Kan. and San Francisco – September 30, 2024 – Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global alternative asset management firm, has made a substantial minority investment in the Company.
Exclusive-TPG in Lead to Buy Stake in Creative Planning at ... - U.S. News
WEB5 days ago · (Reuters) - Buyout firm TPG has emerged as the frontrunner to pick up a minority stake worth $2 billion in Creative Planning, in a deal that could value the wealth management firm at more than...
Creative Planning Announces Strategic Investment from TPG …
WEBTPG Capital joins existing investor General Atlantic, who made a minority investment in 2020, to provide additional resources and expertise to help Creative Planning continue to enhance its service offerings and growth trajectory.
TPG Acquires Minority Stake in Wealth Management Firm Creative Planning
WEB3 days ago · (Reuters) -Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in less than a week as it looks to expand its foothold in the...
Creative Planning Announces Strategic Investment from TPG …
WEB3 days ago · OVERLAND PARK, Kan. & SAN FRANCISCO-- (BUSINESS WIRE)--Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading...
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative ...
WEB2 days ago · The global private equity firm TPG has taken a minority stake in Creative Planning. The news follows closely on TPG’s announcement of its minority investment in the Atlanta-based registered ...
TPG Capital Takes Minority Stake in Creative Planning
WEB2 days ago · TPG Capital, the San Francisco-based private equity firm, is making a “substantial” minority investment in Creative Planning, the Peter Mallouk-led $375 billion firm. The two parties announced...
TPG Invests In Creative Planning - Quick Facts - Nasdaq
WEB2 days ago · (RTTNews) - Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the company. TPG is investing through TPG Capital....
TPG Buys ‘Substantial’ Minority Stake in Creative Planning - MSN
WEBCreative Planning is ranked second among “mega” RIAs in Barron’s Top 100 RIAs for 2024. The company has grown through a combination of organic growth and acquisitions of smaller wealth managers.
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