TPG, Creative Planning
planadviser.com · 2h
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.
Think Advisor · 2h
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.”
U.S. News & World Report · 2d
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.
Stockhouse · 10h
Creative Planning Announces Strategic Investment from TPG Capital
TPG Capital joins existing investor General Atlantic, who made a minority investment in 2020, to provide additional resources and expertise to help Creative Planning continue to enhance its service offerings and growth trajectory.
Financial Advisor IQ · 11h
TPG in Top Position to Win Stake in RIA Creative Planning
Private equity's TPG is sitting in first place in the contest to take a minority stake worth $2 billion in wealth manager Creative Planning, people familiar with the matter told Reuters. A deal with TPG could value Creative Planning at more than $15 billion.
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