Creative Planning Announces Strategic Investment from TPG Capital - The Morning Sun

Creative Planning Announces Strategic Investment from TPG Capital - The Morning Sun

OVERLAND PARK, Kan. & SAN FRANCISCO--(BUSINESS WIRE)--Sep 30, 2024--Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global alternative asset management firm, has made a substantial minority investment in the Company. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. Terms of the transaction were not disclosed.TPG …

TPG Capital Takes Minority Stake in Creative Planning

CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.

TPG in pole position to acquire minority stake in Creative Planning at $15bn valuation

Private equity firm TPG is in advanced discussions to acquire a $2bn minority stake in Creative Planning, in a deal that would value the wealth management firm at over $15bn, according to a report by Reuters citing unnamed sources familiar with the matter. The transaction would be TPG’s second major investment in a wealth manager within a week, following its deal last Thursday to acquire a minority stake in wealth management firm Homrich Berg. T…

Creative Planning Announces Strategic Investment from TPG Capital

Here's the meta description: TPG Capital invests in Creative Planning, boosting its $375B wealth management empire. CEO Peter Mallouk retains control as firm expands services across 50 states and 90 countries.

Deal Roundup: TPG said to near Creative Planning investment at over $15bn EV, New Mountain buys into Salute

TPG is reportedly in pole position to pick up a $2bn minority stake in General Atlantic-backed wealth manager Creative Planning, valuing the company at more than $15bn. Reuters reported the news, citing unnamed people it said were familiar with the matter. The potential deal comes just a few days after TPG bought a strategic minority […] The post Deal Roundup: TPG said to near Creative Planning investment at over $15bn EV, New Mountain buys into…