TPG, Creative Planning
U.S. News & World Report · 3d
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.
EconoTimes · 2d
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
Joplin Globe · 1d
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.
Financial Advisor · 3d
TPG Favored To Win Auction For Creative Planning Stake, Valuing Firm At $15 Billion
According to SEC filings, Creative Planning’s CEO and founder Peter Mallouk owns between 50% and 75% of the firm, which is believed to have several share classes of equity. The Kansas-based firm has also acquired dozens of small- and mid-sized RIAs, many of which received a combination of cash and equity when they sold their firms.
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