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,
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.
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
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 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.
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.
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
Creative Planning adds TPG Capital as a minority stakeholder
This new investment from TPG Capital is recognition of the unique value we create for our clients and the growth and expansion opportunities ahead for our business,” Creative
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