M&A Deal Summary

Creative Planning Acquires Americas Best 401k

On September 24, 2019, Creative Planning acquired financial services company Americas Best 401k

Acquisition Highlights
  • This is Creative Planning’s 1st transaction in the Financial Services sector.
  • This is Creative Planning’s 2nd transaction in the United States.
  • This is Creative Planning’s 1st transaction in Arizona.

M&A Deal Summary
Date 2019-09-24
Target Americas Best 401k
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Americas Best 401k

Scottsdale, Arizona, United States
Americas Best 401k is a next-generation provider bringing a modern 401(k) plan to companies small and large. Americas Best 401k eliminate unnecessary middlemen to keep more of hard-earned money. Americas Best 401k high-tech/ high-touch approach combines on-demand 1-on-1 financial advice with easy to use technology (no more cafeteria-style meetings with stale donuts and glossy brochures).

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Buyer(S) 1

Buyer

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 2 of 34
Sector (Financial Services) 1 of 21
Type (Add-on Acquisition) 2 of 30
State (Arizona) 1 of 3
Country (United States) 2 of 34
Year (2019) 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
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 -
FOLLOWING DEAL
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 -
Mergr

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Company

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