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  6. Aquiline Capital Partners Exits SageView Advisory

Investment Summary

Aquiline Capital Partners Exits SageView Advisory

On October 9, 2025, Creative Planning invested in business services company SageView Advisory from Aquiline Capital Partners

Investment Highlights
  • This is Creative Planning’s 15th transaction in the Business Services sector.
  • This is Creative Planning’s 40th transaction in the United States.
  • This is Creative Planning’s 6th transaction in California.

Investment Summary
Date 2025-10-09
Target SageView Advisory
Sector Business Services
Investor(s) Creative Planning
Sellers(s) Aquiline Capital Partners
Deal Type Add-on Acquisition
Advisor(s) Moelis & Co. (Financial)
Willkie Farr & Gallagher (Legal)

Target

SageView Advisory

Newport Beach, California, United States
SageView Advisory is an independent SEC-registered investment advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. SageView Advisory was formed in 1989 and is based in Newport Beach, California.

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Investor(S) 1

Investor

Creative Planning

Overland Park, Kansas, United States
Category Company
Sector Financial Services
DESCRIPTION

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 #
Overall 40 of 42
Sector: Business Services M&A 15 of 15
Type: Add-on Acquisition M&A Deals 36 of 38
State: California M&A 6 of 6
Country: United States M&A 40 of 42
Year: 2025 M&A 5 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-09-09 Grassi Investment Management

Santa Clara, California, United States

Grassi Investment Management provides investment advisory and portfolio management services for individuals, families, foundations, and institutions. Grassi Investment Management is based in Santa Clara, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-21 Financial Abundance

State College, Pennsylvania, United States

Financial Abundance provides advanced planning strategies and financial coaching to help guide clients through the complex issues that can be part of the investing process. Financial Abundance is based in State College, Pennsylvania.

Buy -

Seller(S) 1

SELLER

Aquiline Capital Partners

New York, New York, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2005
PE ASSETS 10.4B USD
Size Mega
Type Sector Focused
DESCRIPTION

Aquiline Capital Partners is a private equity firm that targets investments in the financial services sector. The Firm specifically invests in risk-bearing and services enterprises in industries such as property and casualty insurance, specialty finance, securities, asset management, life insurance and transaction processing. Aquiline Capital was formed in 2005 and is based in New York City.

DEAL STATS #
Overall 31 of 31
Sector: Business Services M&A 6 of 6
Type: Add-on Acquisition M&A Deals 17 of 17
State: California M&A 7 of 7
Country: United States M&A 22 of 22
Year: 2025 M&A 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-14 ABC Legal

Seattle, Washington, United States

ABC Legal is a national, tech-enabled legal logistics and document management business focused on service of process. ABC Legal was founded in 1974 and is based in Seattle, Washington.

Sell -
Mergr

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