M&A Deal Summary

Creative Planning Acquires Daniels + Tansey

On November 28, 2023, Creative Planning acquired business services company Daniels + Tansey

Acquisition Highlights
  • This is Creative Planning’s 12th transaction in the Business Services sector.
  • This is Creative Planning’s 32nd transaction in the United States.
  • This is Creative Planning’s 1st transaction in Delaware.

M&A Deal Summary
Date 2023-11-28
Target Daniels + Tansey
Sector Business Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Daniels + Tansey

Wilmington, Delaware, United States
Daniels + Tansey specializes in integrated financial advisory, tax services, and investment management for individuals, families, and small businesses across the entire wealth spectrum, from accumulation and preservation to generational transfer. Daniels + Tansey is based in Wilmington, Delaware.

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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 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
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
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 -
FOLLOWING DEAL
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 -
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