M&A Deal Summary |
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Date | 2023-11-28 |
Target | Daniels + Tansey |
Sector | Business Services |
Buyer(s) | Creative Planning |
Deal Type | Add-on Acquisition |
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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 | # |
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Overall | 32 of 34 |
Sector (Business Services) | 12 of 13 |
Type (Add-on Acquisition) | 28 of 30 |
State (Delaware) | 1 of 1 |
Country (United States) | 32 of 34 |
Year (2023) | 6 of 6 |
DATE | TARGET | DEAL TYPE | VALUE |
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2023-10-03 |
Kistler-Tiffany Advisors
Berwyn, Pennsylvania, United States Kistler-Tiffany Advisors is an independent fiduciary that has been dedicated to providing customized fee-based financial planning services to individuals and families. Kistler-Tiffany Advisors was founded in 1972 and is based in Berwyn, Pennsylvania. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-04-02 |
ML&R Wealth Management
Austin, Texas, United States ML&R Wealth Management is a financial advisory firm dedicated to providing comprehensive wealth management with a commitment to personalized service and a focus on long-term financial success. ML&R was founded in 1997 and is based in Austin, Texas. |
Buy | - |