M&A Deal Summary

Creative Planning Acquires Resource Management

On April 5, 2022, Creative Planning acquired financial services company Resource Management

Acquisition Highlights
  • This is Creative Planning’s 13th transaction in the Financial Services sector.
  • This is Creative Planning’s 20th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Louisiana.

M&A Deal Summary
Date 2022-04-05
Target Resource Management
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

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.

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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 20 of 34
Sector (Financial Services) 13 of 21
Type (Add-on Acquisition) 18 of 30
State (Louisiana) 1 of 1
Country (United States) 20 of 34
Year (2022) 6 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-29 Emery Howard

Burlingame, California, United States

Emery Howard provides personalized timely investment advice and money management services to high net-worth clients. Emery Howard was founded in 1991 and is based in Burlingame, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-06 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.

Buy -
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