M&A Deal Summary

Creative Planning Acquires Hogan Financial Management

On December 3, 2019, Creative Planning acquired financial services company Hogan Financial Management

Acquisition Highlights
  • This is Creative Planning’s 3rd transaction in the Financial Services sector.
  • This is Creative Planning’s 4th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Wisconsin.

M&A Deal Summary
Date 2019-12-03
Target Hogan Financial Management
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition
Advisor(s) Park Sutton Advisors (Financial)
Dykema Gossett (Legal)

Target

Hogan Financial Management

Milwaukee, Wisconsin, United States
Hogan Financial Management LLC is a provider of comprehensive financial planning and investment management. Hogan Financial Management is based in Milwaukee, Wisconsin.

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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 4 of 34
Sector (Financial Services) 3 of 21
Type (Add-on Acquisition) 4 of 30
State (Wisconsin) 1 of 2
Country (United States) 4 of 34
Year (2019) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-19 OptiFour Integrated Wealth Management

McLean, Virginia, United States

OptiFour Integrated Wealth Management provides financial planning, investment management, trust, legal and tax services to high net worth individuals, families, and small business owners. OptiFour Integrated Wealth Management was founded in 1997 and is based in McLean, Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-22 Stratford Consulting

Addison, Texas, United States

Stratford Consulting provides comprehensive financial planning and investment management services and is based in Addison, Texas.

Buy -
Mergr

Product

Company

Legal