Winged Keel Group Acquires Knight Planning Corporation

GTCR Acquires Majority Stake in Winged Keel Group

January 13, 2025

Wealth Management

GTCR, a leading private equity firm, announced a strategic investment to become the majority stakeholder in Winged Keel Group, an independent life insurance brokerage serving high- and ultra-high-net-worth clients, family offices and institutions. The capital will support Winged Keel's continued geographic expansion, technology and product development, and pursuit of growth initiatives including potential add-on acquisitions.

Winged Keel Group Acquires MBW Group

July 7, 2025

Wealth Management

Winged Keel Group has acquired Minneapolis-based MBW Group and opened a new Minneapolis office led by former MBW principals Jeffery W. Bird and David A. Wischmeier. The deal expands Winged Keel's national high-end life insurance platform and strengthens its capabilities serving ultra-high-net-worth families and business owners in the Midwest.

Winged Keel Group Acquires BryanMark Group

June 9, 2025

Insurance

Winged Keel Group, a life insurance brokerage backed by a recent strategic investment from GTCR, has acquired BryanMark Group, a St. Louis-based provider of life insurance solutions for affluent and ultra-affluent clients. The deal expands Winged Keel’s Midwest presence and brings BryanMark founder Jason Hackmann and his team into Winged Keel’s St. Louis office to deepen the firm’s advisory capabilities for high-net-worth clients.

Winged Keel Group Acquires The Madison Group, Expands into Denver

June 1, 2023

Insurance

Winged Keel Group acquired The Madison Group and opened a new Denver office led by Principal Mark J. Richards. The transaction brings The Madison Group's life insurance brokerage expertise and an eight-person team into Winged Keel's platform to support ultra-high-net-worth clients, family offices, and privately held businesses in the Denver market.

Creative Planning Acquires Kowal Investment Group

December 21, 2024

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.

Mill Point Capital Acquires Knight Enterprises

April 14, 2020

Telecommunications

An affiliate of Mill Point Capital has acquired Knight Enterprises, a Clearwater, Florida-based provider of communications infrastructure engineering, construction and maintenance services. Mill Point will partner with CEO Jason Welz and Knight’s existing management team to support platform growth and pursue expansion opportunities across the Southeastern U.S.