M&A Deal Summary

Creative Planning Acquires Sunrise Advisors

On June 23, 2020, Creative Planning acquired business services company Sunrise Advisors

Acquisition Highlights
  • This is Creative Planning’s 3rd transaction in the Business Services sector.
  • This is Creative Planning’s 7th transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Kansas.

M&A Deal Summary
Date 2020-06-23
Target Sunrise Advisors
Sector Business Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Sunrise Advisors

Leawood, Kansas, United States
Sunrise Advisors, Inc. is an independent, family-owned wealth management firm that manages approximately $700 million in assets. Sunrise Advisors is based in Leawood, Kansas.

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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 7 of 34
Sector (Business Services) 3 of 13
Type (Add-on Acquisition) 6 of 30
State (Kansas) 2 of 3
Country (United States) 7 of 34
Year (2020) 3 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-09 Coe Financial Services

Wichita, Kansas, United States

Coe Financial Services, Inc. is a registered investment advisor that provides financial planning and asset management services based in Wichita, Kansas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-08-11 Lenox Wealth Management

Cincinnati, Ohio, United States

Lenox Wealth Management is a Registered Investment Advisory firm that provides comprehensive financial planning and investment management for clients with approximately $600 million in Assets Under Management.

Buy -
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