Investment Summary

General Atlantic Invests In Creative Planning

On February 7, 2020, growth capital firm General Atlantic invested in financial services company Creative Planning

Investment Highlights
  • This is General Atlantic’s 24th transaction in the Financial Services sector.
  • This is General Atlantic’s 110th transaction in the United States.
  • This is General Atlantic’s 2nd transaction in Kansas.

Investment Summary
Date 2020-02-07
Target Creative Planning
Sector Financial Services
Investor(s) General Atlantic
Deal Type Growth Capital
Advisor(s) Kirkland & Ellis (Legal)

Target

Creative Planning

Overland Park, Kansas, United States
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.

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Investor(S) 1

Investor

General Atlantic

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 1980
PE ASSETS 73.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

General Atlantic is a large private equity firm that invests globally in growth-oriented public and private companies. Broad areas of interest include financial services, media and consumer, healthcare, enterprise solutions, communications and electronics, and energy. General Atlantic looks to invest $40 to $400 million in transactions that support growth, expansions, buy-outs, consolidations and build-ups. General Atlantic seeks to make 8 to 12 investments per year with an investment horizon of five to ten years. The Firm's geographic coverage spans North America; Europe; Asia/Pacific; and India. General Atlantic was formed in 1980 and is based in Greenwich, Connecticut.

DEAL STATS #
Overall 233 of 341
Sector (Financial Services) 24 of 30
Type (Growth Capital) 95 of 128
State (Kansas) 2 of 2
Country (United States) 110 of 161
Year (2020) 2 of 27
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-15 ACES

Irvine, California, United States

ACES provides applied behavioral analysis and ancillary services to individuals and families impacted with autism or other special needs. ACES’ highly tenured, clinically-led senior management team has utilized a comprehensive suite of therapeutic methodologies, with a long track record of outcomes. ACES was founded in 1997 and is based in Irvine, California.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-13 Butternut Box

London, United Kingdom

Butternut Box is a human-grade, cooked fresh dog food company in Europe. Butternut’s highly personalised dietary offering and digital approach enable customers to experience a new category of fresh, healthy dog food with unsurpassed quality, convenience and affordability. Butternut Box was founded in 2016 and is based in London, United Kingdom.

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Mergr

Product

Company

Legal