TPG Capital Makes Minority Investment in Creative Planning
September 30, 2024
TPG Capital has made a substantial minority growth investment in Creative Planning, a leading independent wealth management firm, joining existing investor General Atlantic. Terms were not disclosed; Creative Planning CEO Peter Mallouk will remain in place and retain a majority stake. The capital will support continued expansion and enhancement of the firm's wealth-management and planning-led service offerings.
- Buyers
- TPG Capital, General Atlantic
- Targets
- Creative Planning
- Industry
- Wealth Management
- Location
- Kansas, United States
- Transaction Type
- Growth capital
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