M&A Deal Summary |
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Date | 2019-09-24 |
Target | Americas Best 401k |
Sector | Financial Services |
Buyer(s) | Creative Planning |
Deal Type | Add-on Acquisition |
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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 | 2 of 33 |
Sector (Financial Services) | 1 of 21 |
Type (Add-on Acquisition) | 2 of 29 |
State (Arizona) | 1 of 3 |
Country (United States) | 2 of 33 |
Year (2019) | 2 of 4 |
DATE | TARGET | DEAL TYPE | VALUE |
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2019-02-26 |
The Johnston Group
Minneapolis, Minnesota, United States The Johnston Group LLC is a provider of financial planning and investment management services to investors nationwide, with a large presence in Minnesota, North Dakota and South Dakota. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2019-11-19 |
OptiFour Integrated Wealth Management
McLean, Virginia, United States OptiFour Integrated Wealth Management provides financial planning, investment management, trust, legal and tax services to high net worth individuals, families, and small business owners. OptiFour Integrated Wealth Management was founded in 1997 and is based in McLean, Virginia. |
Buy | - |