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Creative Planning adds TPG Capital
TPG Buys ‘Substantial’ Minority Stake in Creative Planning
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies said Monday morning. TPG said it is making the investment though TPG Capital,
TPG acquires minority stake in wealth management firm Creative Planning
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 investment advisory space.
Creative Planning Secures Minority Investment From TPG Capital
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in 2020. At that time, Creative Planning managed $50 billion in assets, operated 27 offices, employed 650 people and served clients across all 50 U.S. states.
Exclusive-TPG in Lead to Buy Stake in Creative Planning at $15 Billion Valuation, Sources Say
San Francisco-based TPG is set to prevail in an auction for the stake in Creative Planning that drew interest from other buyout firms, including Permira, the sources said, requesting anonymity as the discussions are confidential. The deal could be announced in the coming days, the sources added.
TPG Capital Takes Minority Stake in Creative Planning
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.
PE giant TPG takes strategic stake in Creative Planning
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
TPG in Top Position to Win Stake in RIA Creative Planning
Private equity's TPG is sitting in first place in the contest to take a minority stake worth $2 billion in wealth manager Creative Planning, people familiar with the matter told Reuters. A deal with TPG could value Creative Planning at more than $15 billion.
TPG Invests In Creative Planning - Quick Facts
Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the
TPG Favored To Win Auction For Creative Planning Stake, Valuing Firm At $15 Billion
According to SEC filings, Creative Planning’s CEO and founder Peter Mallouk owns between 50% and 75% of the firm, which is believed to have several share classes of equity. The Kansas-based firm has also acquired dozens of small- and mid-sized RIAs, many of which received a combination of cash and equity when they sold their firms.
Creative Planning adds TPG Capital as a minority stakeholder
This new investment from TPG Capital is recognition of the unique value we create for our clients and the growth and expansion opportunities ahead for our business,” Creative
Morningstar
6d
Creative Planning Announces Strategic Investment from TPG Capital
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 ...
Bloomberg L.P.
9d
TPG Is in Lead to Buy Stake in Creative Planning, Reuters Says
a minority stake in
Creative
Planning
that would value the wealth management firm at more than $15 billion, Reuters ...
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