M&A Deal Summary |
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Date | 2022-04-06 |
Target | Hatton Consulting |
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 | 21 of 33 |
Sector (Financial Services) | 14 of 21 |
Type (Add-on Acquisition) | 19 of 29 |
State (Arizona) | 2 of 3 |
Country (United States) | 21 of 33 |
Year (2022) | 7 of 12 |
DATE | TARGET | DEAL TYPE | VALUE |
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2022-04-05 |
Resource Management
Metairie, Louisiana, United States Resource Management specializes in financial planning, family enterprise advising, and asset management for families and businesses worldwide. Resource Management has been a pioneer in its business planning and wealth management services. Resource Management was founded in 1974 and is based in Metairie, Louisiana. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
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2022-04-08 |
Heritage Way Advisors
Rockford, Illinois, United States Heritage Way Advisors is a boutique wealth management firm that services clients in over 20 different states. Heritage Way focuses on asset allocation, investment management, estate planning, wealth transfer planning, and many more wealth management services. Heritage Way Advisors is based in Rockford, Illinois. |
Buy | - |