M&A Deal Summary

Creative Planning Acquires Hatton Consulting

On April 6, 2022, Creative Planning acquired financial services company Hatton Consulting

Acquisition Highlights
  • This is Creative Planning’s 14th transaction in the Financial Services sector.
  • This is Creative Planning’s 21st transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Arizona.

M&A Deal Summary
Date 2022-04-06
Target Hatton Consulting
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Hatton Consulting

Phoenix, Arizona, United States
Hatton Consulting is a provider of private wealth management, including comprehensive financial planning, investment, trustee, and banking services. Hatton Consulting was founded in 1999 and is based in Phoenix, Arizona.

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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 21 of 34
Sector (Financial Services) 14 of 21
Type (Add-on Acquisition) 19 of 30
State (Arizona) 2 of 3
Country (United States) 21 of 34
Year (2022) 7 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-05 Resource Management

Metairie, Louisiana, United States

Resource Management specializes in financial planning, family enterprise advising, and asset management for families and businesses worldwide. Resource Management has been a pioneer in its business planning and wealth management services. Resource Management was founded in 1974 and is based in Metairie, Louisiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-08 Heritage Way Advisors

Rockford, Illinois, United States

Heritage Way Advisors is a boutique wealth management firm that services clients in over 20 different states. Heritage Way focuses on asset allocation, investment management, estate planning, wealth transfer planning, and many more wealth management services. Heritage Way Advisors is based in Rockford, Illinois.

Buy -
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