M&A Deal Summary

Creative Planning Acquires Coe Financial Services

On April 9, 2020, Creative Planning acquired financial services company Coe Financial Services from Succession Resource Group

Acquisition Highlights
  • This is Creative Planning’s 4th transaction in the Financial Services sector.
  • This is Creative Planning’s 6th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Kansas.

M&A Deal Summary
Date 2020-04-09
Target Coe Financial Services
Sector Financial Services
Buyer(s) Creative Planning
Sellers(s) Succession Resource Group
Deal Type Divestiture

Target

Coe Financial Services

Wichita, Kansas, United States
Coe Financial Services, Inc. is a registered investment advisor that provides financial planning and asset management services based in Wichita, Kansas.

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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 6 of 34
Sector (Financial Services) 4 of 21
Type (Divestiture) 1 of 4
State (Kansas) 1 of 3
Country (United States) 6 of 34
Year (2020) 2 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-22 Stratford Consulting

Addison, Texas, United States

Stratford Consulting provides comprehensive financial planning and investment management services and is based in Addison, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-06-23 Sunrise Advisors

Leawood, Kansas, United States

Sunrise Advisors, Inc. is an independent, family-owned wealth management firm that manages approximately $700 million in assets. Sunrise Advisors is based in Leawood, Kansas.

Buy -

Seller(S) 1

SELLER

Succession Resource Group

Lake Oswego, Oregon, United States
Category Company
Founded 2012
Sector Financial Services
DESCRIPTION

Succession Resource Group, Inc. is a consulting firm specialized in helping advisors nationwide with valuation, M&A, succession, and practice management solutions. With decades of combined industry experience, the company brings a unique combination of skills, resources, and expertise to help advisors. SRG was formed in 2012 and is based in Lake Oswego, Oregon.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Kansas) 1 of 1
Country (United States) 1 of 1
Year (2020) 1 of 1
Mergr

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