M&A Deal Summary

Creative Planning Acquires Ferris Capital

On June 1, 2022, Creative Planning acquired financial services company Ferris Capital

Acquisition Highlights
  • This is Creative Planning’s 16th transaction in the Financial Services sector.
  • This is Creative Planning’s 24th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2022-06-01
Target Ferris Capital
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Ferris Capital

Southborough, Massachusetts, United States
Ferris Capital is an independent advisory firm that provides a top-of-the-line experience to its clients and has a team that is adept at managing generational wealth, succession planning, investment management, real estate, retirement planning, private equity, and much more. Ferris Capital was founded in 2012 and is based in Southborough, Massachusetts.

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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 24 of 34
Sector (Financial Services) 16 of 21
Type (Add-on Acquisition) 22 of 30
State (Massachusetts) 1 of 1
Country (United States) 24 of 34
Year (2022) 10 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-12 Keystone

Chandler, Arizona, United States

Keystone is a full-service wealth management firm with a diverse client base including individuals, families, trusts, and corporate retirement plans. The majority of Its clients are referred by existing clients and other professional advisors. The firm provides ongoing and dynamic advice to help families or businesses make better financial decisions. Keystone was formed in 2014 and is based in Chandler, Arizona.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-10 Rosen Capital Management

Macon, Georgia, United States

Rosen Capital Management is a life and health insurance agency transitioning into a full-fledged financial planning and money management firm. Rosen Capital Management specializes in complete financial planning including tax minimization strategies, wealth management, insurance needs, and estate planning. Rosen Capital Management was founded in 1948 and is based in Macon, Georgia.

Buy -
Mergr

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