M&A Deal Summary

Creative Planning Acquires ML&R Wealth Management

On April 2, 2024, Creative Planning acquired financial services company ML&R Wealth Management

Acquisition Highlights
  • This is Creative Planning’s 21st transaction in the Financial Services sector.
  • This is Creative Planning’s 33rd transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Texas.

M&A Deal Summary
Date 2024-04-02
Target ML&R Wealth Management
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition
Advisor(s) Raymond James - Investment Banking (Financial)
Katz Teller (Legal)

Target

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.

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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 33 of 34
Sector (Financial Services) 21 of 21
Type (Add-on Acquisition) 29 of 30
State (Texas) 2 of 2
Country (United States) 33 of 34
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-28 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-12 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.

Buy -
Mergr

Product

Company

Legal