M&A Deal Summary

Creative Planning Acquires Wipfli Financial Advisors

On August 17, 2022, Creative Planning acquired financial services company Wipfli Financial Advisors from Wipfli

Acquisition Highlights
  • This is Creative Planning’s 18th transaction in the Financial Services sector.
  • This is Creative Planning’s 26th transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Wisconsin.

M&A Deal Summary
Date 2022-08-17
Target Wipfli Financial Advisors
Sector Financial Services
Buyer(s) Creative Planning
Sellers(s) Wipfli
Deal Type Divestiture
Advisor(s) Ardea Partners (Financial)
Alston & Bird (Legal)

Target

Wipfli Financial Advisors

Wauwatosa, Wisconsin, United States
Wipfli Financial Advisors is a provider of fiduciary-focused financial advice available to the everyday investor. Wipfli Financial Advisors was founded in 1999 and is based in Wauwatosa, 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 26 of 34
Sector (Financial Services) 18 of 21
Type (Divestiture) 3 of 4
State (Wisconsin) 2 of 2
Country (United States) 26 of 34
Year (2022) 12 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-10 Rosen Capital Management

Macon, Georgia, United States

Rosen Capital Management is a life and health insurance agency transitioning into a full-fledged financial planning and money management firm. Rosen Capital Management specializes in complete financial planning including tax minimization strategies, wealth management, insurance needs, and estate planning. Rosen Capital Management was founded in 1948 and is based in Macon, Georgia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-07 Telarray

Memphis, Tennessee, United States

Telarray handles a broad portfolio of investments for clients all over the country, with services for everyone from those just beginning their investment journey to senior corporate leaders with complicated compensation packages. They specialize in retirement planning, estate planning, investing, tax management strategies, executive compensation, and risk management. Telarray was formed in 2005 and is based in Memphis, Tennessee.

Buy -

Seller(S) 1

SELLER

Wipfli

Milwaukee, Wisconsin, United States
Category Company
Founded 1930
Sector Business Services
DESCRIPTION

Wipfli LLP is a provider of tax, audit, accounting and business consulting services. Wipfli was formed in 1930 and is based in Milwaukee, Wisconsin.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Wisconsin) 1 of 1
Country (United States) 1 of 1
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-02-06 Barefoot Technologies & Consulting

Minneapolis, Minnesota, United States

Barefoot Technologies & Consulting is an IT consulting firm, that offers development, integration, implementation, consulting and support for a platform called NetSuite.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-01 Harbour Results

Southfield, Michigan, United States

Harbour Results is an advisor in the manufacturing industry, providing benchmarking, assessments, strategic development, and operational improvements to more than 60 clients. Harbour Results is based in Southfield, Michigan.

Buy -
Mergr

Product

Company

Legal