M&A Deal Summary

Creative Planning Acquires CTB Financial Services

On August 22, 2023, Creative Planning acquired financial services company CTB Financial Services

Acquisition Highlights
  • This is Creative Planning’s 19th transaction in the Financial Services sector.
  • This is Creative Planning’s 29th transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Minnesota.

M&A Deal Summary
Date 2023-08-22
Target CTB Financial Services
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

CTB Financial Services

Minneapolis, Minnesota, United States
CTB Financial Services is a registered investment advisor is expertized in tax optimization & merging tax planning with investment management. CTB Financial Services is based in Minneapolis, Minnesota.

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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 29 of 34
Sector (Financial Services) 19 of 21
Type (Add-on Acquisition) 26 of 30
State (Minnesota) 2 of 2
Country (United States) 29 of 34
Year (2023) 3 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-06-05 BerganKDV

Cedar Rapids, Iowa, United States

BerganKDV is a provider of business planning, tax, audit, and wealth management services. BerganKDV was founded in 1945 and is based in Cedar Rapids, Iowa.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-28 Goldman Sachs Personal Financial Management

Newport Beach, California, United States

Goldman Sachs Personal Financial Management is a registered investment adviser that provides wealth management services throughout the U.S. Goldman Sachs Personal Financial Management was formed in 2005 and is based in Newport Beach, California.

Buy -
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