M&A Deal Summary |
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Date | 2024-04-02 |
Target | ML&R Wealth Management |
Sector | Financial Services |
Buyer(s) | Creative Planning |
Deal Type | Add-on Acquisition |
Advisor(s) | Raymond James - Investment Banking (Financial) Katz Teller (Legal) |
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Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning is based in Overland Park, Kansas.
DEAL STATS | # |
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Overall | 33 of 33 |
Sector (Financial Services) | 21 of 21 |
Type (Add-on Acquisition) | 29 of 29 |
State (Texas) | 2 of 2 |
Country (United States) | 33 of 33 |
Year (2024) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
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2023-11-28 |
Daniels + Tansey
Wilmington, Delaware, United States Daniels + Tansey specializes in integrated financial advisory, tax services, and investment management for individuals, families, and small businesses across the entire wealth spectrum, from accumulation and preservation to generational transfer. Daniels + Tansey is based in Wilmington, Delaware. |
Buy | - |