Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies ...
Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in ...
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in ...
San Francisco-based TPG is set to prevail in an auction for the stake in Creative Planning that drew interest from other ...
Peter McGoohan, a partner at TPG Capital, said Creative Planning has build an “unparalleled business” in the wealth ...
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its ...
Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the ...
TPG is in advanced talks to acquire a minority stake in wealth management firm Creative Planning, potentially valuing the ...
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
a minority stake in Creative Planning that would value the wealth management firm at more than $15 billion, Reuters reported, ...
Private equity's TPG is sitting in first place in the contest to take a minority stake worth $2 billion in wealth manager ...
TPG has taken a stake in wealth management firm Creative Planning. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. Terms of the transaction were ...