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M&A Deal Summary

Creative Planning Acquires Edmonds Duncan

On November 12, 2024, Creative Planning acquired business services company Edmonds Duncan

Acquisition Highlights
  • This is Creative Planning’s 13th transaction in the Business Services sector.
  • This is Creative Planning’s 35th transaction in the United States.
  • This is Creative Planning’s 3rd transaction in Kansas.

M&A Deal Summary
Date 2024-11-12
Target Edmonds Duncan
Sector Business Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Edmonds Duncan

Lawrence, Kansas, United States
Edmonds Duncan is a client-focused, full-service wealth management company, that proactively plans and implements customized financial strategies designed to help our clients achieve financial objectives with confidence and personal service. Edmonds Duncan was founded in 2013 and is based in Lawrence, 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 35 of 37
Sector (Business Services) 13 of 14
Type (Add-on Acquisition) 31 of 33
State (Kansas) 3 of 3
Country (United States) 35 of 37
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-31 Krivoshein McDaniels Financial

Walla Walla, Washington, United States

Krivoshein McDaniels Financial specializes in providing personalized financial and investment guidance, including retirement planning, financial planning, investment management, and estate planning. Krivoshein McDaniels Financial is based in Walla Walla, Washington.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-07 Kowal Investment Group

Brookfied, Wisconsin, United States

Kowal Investment Group is a financial advisory partner and developed relationships through customized investment management, strategic financial planning and thoughtful risk mitigation strategies. Kowal Investment Group is based in Brookfied, Wisconsin.

Buy -
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