TPG, Creative Planning
TPG acquires minority stake in wealth management firm Creative Planning
Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in less than a week as it looks to expand its foothold in the investment advisory space.
TPG Buys ‘Substantial’ Minority Stake in Creative Planning
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies said Monday morning. TPG said it is making the investment though TPG Capital,
Creative Planning Secures Minority Investment From TPG Capital
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in 2020. At that time, Creative Planning managed $50 billion in assets, operated 27 offices, employed 650 people and served clients across all 50 U.S. states.
Exclusive-TPG in Lead to Buy Stake in Creative Planning at $15 Billion Valuation, Sources Say
San Francisco-based TPG is set to prevail in an auction for the stake in Creative Planning that drew interest from other buyout firms, including Permira, the sources said, requesting anonymity as the discussions are confidential. The deal could be announced in the coming days, the sources added.
TPG Invests In Creative Planning - Quick Facts
Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning
Peter McGoohan, a partner at TPG Capital, said Creative Planning has build an “unparalleled business” in the wealth management space, noting his firm “looks forward to working closely with Peter and Creative’s impressive management team and advisors to invest behind the company’s continued growth and expansion.”
PE giant TPG takes strategic stake in Creative Planning
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
Creative Planning Announces Strategic Investment from TPG Capital
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.
Wealth management firm Creative Planning secures investment from TPG
Wealth management firm Creative Planning said on Monday it had secured a minority investment from private equity firm TPG. The announcement comes days after Reuters reported that TPG was a frontrunner to pick up a minority stake worth $2 billion in Creative Planning,
TPG invests in Creative Planning
TPG has taken a stake in wealth management firm Creative Planning. 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 Poised to Acquire Minority Stake in Creative Planning, Valuing Firm at $15 Billion
TPG is in advanced talks to acquire a minority stake in wealth management firm Creative Planning, potentially valuing the company at over $15 billion, sources revealed. This move marks TPGs second wealth
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Creative Planning, Schwab Prevail in Anticompetitive Conduct Suit
A judge in Chicago dismissed claims that 13 firms engaged in wide-ranging unfair and anticompetitive practices and schemes.
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TPG Is in Lead to Buy Stake in Creative Planning, Reuters Says
a minority stake in Creative Planning that would value the wealth management firm at more than $15 billion, Reuters ...