Creative Planning Acquires Sullivan, Bruyette, Speros & Blayney (SBSB)
May 4, 2021
Creative Planning, an independent wealth management firm based in McLean, Virginia, acquired Sullivan, Bruyette, Speros & Blayney (SBSB), a Overland Park-based advisory firm with over $5 billion in assets under management. The deal brings more than 60 SBSB team members to Creative Planning and expands its capabilities and presence in the Washington, D.C. metropolitan area.
- Buyers
- Creative Planning, LLC
- Targets
- Sullivan, Bruyette, Speros & Blayney, LLC (SBSB)
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Buyout
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