Creative Planning Announces Strategic Investment from TPG Capital
Creative Planning, a leading independent wealth management firm, has announced a substantial minority investment from TPG Capital, the U.S. and European private equity platform of TPG (NASDAQ: TPG). This investment joins existing investor General Atlantic, who made a minority investment in 2020. Peter Mallouk, Creative Planning's President and CEO, will maintain a majority stake and continue to lead the business.
Creative Planning, with over $375 billion in combined assets under management and advisement across 50 states and 90 countries, offers comprehensive financial planning-led wealth management solutions. The company sees this investment as recognition of its unique value creation for clients and future growth opportunities.
TPG Capital and General Atlantic will provide additional resources and expertise to support Creative Planning's service enhancements and growth trajectory. The terms of the transaction were not disclosed. Goldman Sachs acted as exclusive financial advisor to Creative Planning, while J.P. Morgan Securities and RBC Capital Markets advised TPG Capital.
Creative Planning, una delle principali società indipendenti di gestione patrimoniale, ha annunciato un sostanziale investimento di minoranza da parte di TPG Capital, la piattaforma di private equity statunitense ed europea di TPG (NASDAQ: TPG). Questo investimento si unisce a quello dell'investitore esistente General Atlantic, che ha effettuato un investimento di minoranza nel 2020. Peter Mallouk, Presidente e CEO di Creative Planning, manterrà una partecipazione di maggioranza e continuerà a guidare l'azienda.
Creative Planning, con oltre 375 miliardi di dollari in asset combinati sotto gestione e consulenza in 50 stati e 90 paesi, offre soluzioni complete di gestione patrimoniale orientate alla pianificazione finanziaria. L'azienda interpreta questo investimento come un riconoscimento del suo unico valore creato per i clienti e delle opportunità di crescita future.
TPG Capital e General Atlantic forniranno ulteriori risorse e competenze per supportare il miglioramento dei servizi e il percorso di crescita di Creative Planning. I termini della transazione non sono stati divulgati. Goldman Sachs ha agito come consulente finanziario esclusivo per Creative Planning, mentre J.P. Morgan Securities e RBC Capital Markets hanno consigliato TPG Capital.
Creative Planning, una de las principales firmas independientes de gestión de patrimonio, ha anunciado una inversión de minoría sustancial por parte de TPG Capital, la plataforma de capital privado estadounidense y europeo de TPG (NASDAQ: TPG). Esta inversión se suma al inversor existente General Atlantic, quien realizó una inversión de minoría en 2020. Peter Mallouk, Presidente y CEO de Creative Planning, mantendrá una participación mayoritaria y continuará liderando el negocio.
Creative Planning, con más de 375 mil millones de dólares en activos combinados bajo gestión y asesoría en 50 estados y 90 países, ofrece soluciones integrales de gestión de patrimonio basadas en la planificación financiera. La empresa considera esta inversión como un reconocimiento a la creación de valor única para los clientes y a las oportunidades de crecimiento futuras.
TPG Capital y General Atlantic proporcionarán recursos adicionales y experiencia para apoyar las mejoras en los servicios de Creative Planning y su trayectoria de crecimiento. Los términos de la transacción no fueron divulgados. Goldman Sachs actuó como asesor financiero exclusivo para Creative Planning, mientras que J.P. Morgan Securities y RBC Capital Markets asesoraron a TPG Capital.
Creative Planning은 미국 및 유럽의 사모펀드 플랫폼인 TPG (NASDAQ: TPG)로부터 상당한 소수 지분 투자를 발표했습니다. 이 투자는 2020년에 소수 지분 투자를 한 기존 투자자 General Atlantic와 함께 이루어졌습니다. 피터 말룩, Creative Planning의 사장 겸 CEO는 여전히 다수 지분을 유지하고 비즈니스를 계속 이끌 것입니다.
Creative Planning은 50개 주와 90개국에서 3750억 달러가 넘는 자산을 관리하고 있으며, 포괄적인 재무 계획 기반의 자산 관리 솔루션을 제공합니다. 이 회사는 이 투자를 고객을 위한 독특한 가치 창출과 향후 성장 기회에 대한 인정으로 보고 있습니다.
TPG Capital과 General Atlantic는 Creative Planning의 서비스 개선 및 성장 궤적을 지원하기 위해 추가 자원과 전문성을 제공할 것입니다. 거래 조건은 공개되지 않았습니다. Goldman Sachs는 Creative Planning의 독점 재무 고문으로 활동하였고, J.P. Morgan Securities와 RBC Capital Markets는 TPG Capital을 자문했습니다.
Creative Planning, une société indépendante de gestion de patrimoine de premier plan, a annoncé un investissement substantiel de minorité de TPG Capital, la plateforme de capital-investissement américaine et européenne de TPG (NASDAQ: TPG). Cet investissement s'ajoute à celui de l'investisseur existant General Atlantic, qui a effectué un investissement de minorité en 2020. Peter Mallouk, Président et CEO de Creative Planning, conservera une participation majoritaire et continuera à diriger l'entreprise.
Creative Planning, avec plus de 375 milliards de dollars d'actifs combinés sous gestion et conseil dans 50 États et 90 pays, propose des solutions complètes de gestion de patrimoine axées sur la planification financière. L'entreprise considère cet investissement comme une reconnaissance de sa création de valeur unique pour les clients et des opportunités de croissance futures.
TPG Capital et General Atlantic fourniront des ressources et une expertise supplémentaires pour soutenir les améliorations des services et la trajectoire de croissance de Creative Planning. Les termes de la transaction n'ont pas été divulgués. Goldman Sachs a agi en tant que conseiller financier exclusif pour Creative Planning, tandis que J.P. Morgan Securities et RBC Capital Markets ont conseillé TPG Capital.
Creative Planning, eine der führenden unabhängigen Vermögensverwaltungsgesellschaften, hat eine erhebliche Minderheitsbeteiligung von TPG Capital, der US-amerikanischen und europäischen Private-Equity-Plattform von TPG (NASDAQ: TPG), angekündigt. Diese Investition ergänzt die bereits bestehende Beteiligung von General Atlantic, die 2020 eine Minderheitsbeteiligung erworben hat. Peter Mallouk, Präsident und CEO von Creative Planning, wird eine Mehrheitsbeteiligung behalten und das Unternehmen weiterhin führen.
Creative Planning verwaltet und berät über 375 Milliarden US-Dollar an kombinierten Vermögenswerten in 50 Bundesstaaten und 90 Ländern und bietet umfassende, auf finanzieller Planung basierende Vermögensverwaltungslösungen an. Das Unternehmen betrachtet diese Investition als Anerkennung seines einzigartigen Wertschaffungsansatzes für Kunden und zukünftige Wachstumschancen.
TPG Capital und General Atlantic werden zusätzliche Ressourcen und Fachkenntnisse bereitstellen, um die Serviceverbesserungen und das Wachstum von Creative Planning zu unterstützen. Die Bedingungen der Transaktion wurden nicht bekannt gegeben. Goldman Sachs fungierte als exklusiver Finanzberater für Creative Planning, während J.P. Morgan Securities und RBC Capital Markets TPG Capital beraten haben.
- Substantial minority investment from TPG Capital, a leading global alternative asset management firm
- Existing investor General Atlantic continues support, providing additional resources and expertise
- CEO Peter Mallouk maintains majority stake and leadership
- Over $375 billion in combined assets under management and advisement
- Presence in all 50 states and 90 countries
- None.
Insights
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. Creative Planning President and Chief Executive Officer, Peter Mallouk, will continue to lead the business and maintain a majority stake.
Creative Planning is a fast-growing, leading independent wealth management firm that provides comprehensive financial planning-led wealth management solutions, delivering a best-in-class client experience. A trusted partner with a track record of client-led success, Creative Planning and its affiliates currently have more than
“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,” said Mallouk. “We are excited to partner with a trusted investor like TPG, with a well-known global reputation, who shares our vision of leveraging our planning-led approach and people-first culture to better serve clients through every phase of their financial lives.”
“As clients are increasingly seeking out holistic wealth management solutions, Peter Mallouk and Creative Planning have built an unparalleled business in the space with a track record of success by offering services that address clients’ unique needs,” added Peter McGoohan, Partner at TPG Capital. “We look forward to working closely with Peter and Creative’s impressive management team and advisors to invest behind the Company’s continued growth and expansion.”
“In our over four years of partnership together, Creative Planning has continued to build on its reputation as an industry-leading wealth management firm with deep client focus and a unique servicing offering. We are thrilled to continue to support Peter and the excellent team at Creative Planning as they execute their long-term vision for the Company,” said Paul Stamas, Managing Director and Global Head of Financial Services at General Atlantic.
Goldman Sachs acted as exclusive financial advisor to Creative Planning, and Paul Weiss provided legal counsel. J.P. Morgan Securities LLC and RBC Capital Markets acted as financial advisors to TPG Capital, and Davis Polk provided legal counsel.
About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than
About TPG
TPG is a leading global alternative asset management firm, founded in
About General Atlantic
General Atlantic is a leading global growth investor with more than four decades of experience providing capital and strategic support for over 520 growth companies throughout its history. Established in 1980 to partner with visionary entrepreneurs and deliver lasting impact, the firm combines a collaborative global approach, sector-specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with great entrepreneurs and management teams to scale innovative businesses around the world. General Atlantic has approximately
View source version on businesswire.com: https://www.businesswire.com/news/home/20240929582817/en/
For TPG:
Julia Sottosanti
media@tpg.com
For General Atlantic:
Emily Japlon & Sara Widmann
media@generalatlantic.com
Source: TPG
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