Investment Summary

General Atlantic and TPG Invest In Creative Planning

On February 7, 2020, growth capital firm General Atlantic and private equity firm TPG invested in financial services company Creative Planning

Investment Highlights
  • This is General Atlantic’s 24th and TPG’s 25th transaction in the Financial Services sector.
  • This is General Atlantic’s 110th and TPG’s 236th transaction in the United States.
  • This is General Atlantic’s 2nd and TPG’s 2nd transaction in Kansas.

Investment Summary
Date 2020-02-07
Target Creative Planning
Sector Financial Services
Investor(s) General Atlantic
TPG
Deal Type Growth Capital
Advisor(s) Kirkland & Ellis (Legal)

Target

Creative Planning

Overland Park, Kansas, United States
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.

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Investor(S) 2

Investor

General Atlantic

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 1980
PE ASSETS 73.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

General Atlantic is a large private equity firm that invests globally in growth-oriented public and private companies. Broad areas of interest include financial services, media and consumer, healthcare, enterprise solutions, communications and electronics, and energy. General Atlantic looks to invest $40 to $400 million in transactions that support growth, expansions, buy-outs, consolidations and build-ups. General Atlantic seeks to make 8 to 12 investments per year with an investment horizon of five to ten years. The Firm's geographic coverage spans North America; Europe; Asia/Pacific; and India. General Atlantic was formed in 1980 and is based in Greenwich, Connecticut.

DEAL STATS #
Overall 233 of 340
Sector (Financial Services) 24 of 30
Type (Growth Capital) 95 of 129
State (Kansas) 2 of 2
Country (United States) 110 of 160
Year (2020) 2 of 27
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-15 ACES

Irvine, California, United States

ACES provides applied behavioral analysis and ancillary services to individuals and families impacted with autism or other special needs. ACES’ highly tenured, clinically-led senior management team has utilized a comprehensive suite of therapeutic methodologies, with a long track record of outcomes. ACES was founded in 1997 and is based in Irvine, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-13 Butternut Box

London, United Kingdom

Butternut Box is a human-grade, cooked fresh dog food company in Europe. Butternut’s highly personalised dietary offering and digital approach enable customers to experience a new category of fresh, healthy dog food with unsurpassed quality, convenience and affordability. Butternut Box was founded in 2016 and is based in London, United Kingdom.

Buy -
Investor

TPG

Fort Worth, Texas, United States

Investor Investor Investor Investor

Category Private Equity Firm
Founded 1992
PE ASSETS 137.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

TPG Capital is a global, mega-sized private investment firm that manages a family of funds focused on private equity, real estate, venture capital, public equity and debt investing. TPG invests in opportunities across a broad range of industries and geographies. TPG generally seeks to invest in established businesses that can benefit from the Firm's operational experience and connections. Industries of interest include consumer, retail, healthcare, industrials, digital media, natural resources, energy, real estate, technology, and software. TPG was formerly known as Texas Pacific Group and was originally established in 1992 by David Bonderman, James Coulter and William Price. The Firm is based in Forth Worth, Texas with additional offices in Europe, Asia, and Australia.

DEAL STATS #
Overall 360 of 414
Sector (Financial Services) 25 of 26
Type (Growth Capital) 56 of 66
State (Kansas) 2 of 2
Country (United States) 236 of 278
Year (2020) 4 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-01 Dharma Platform

Washington, District of Columbia, United States

Dharma Platform is a fully integrated Software-as-a-Service (SaaS) data platform simplifying data collection, management, analysis, and visualization, allowing information to be collected and understood anywhere, in any language, on any device both online and off. Dharma Platform was founded in 2015 and is based in Washington, District of Columbia.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-25 Univision

New York, New York, United States

Univision entertains, informs, and empowers U.S. Hispanics with news, sports, and entertainment content across broadcast and cable television, audio, and digital platforms. The company’s top-rated media portfolio includes the Univision and UniMás broadcast networks, as well as cable networks Galavisión and TUDN, the No. 1 Spanish-language sports network in the country. Locally, Univision owns or operates 65 television stations in major U.S. Hispanic markets and Puerto Rico. Additionally, Uforia, the Home of Latin Music, encompasses 58 owned or operated radio stations, plus 89 affiliates, a live event series, and a robust digital audio footprint. Univision was formed in 1992 and is based in New York, New York.

Sell -
Mergr

Product

Company

Legal