TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s ...
Peter McGoohan, a partner at TPG Capital, said Creative Planning has build an “unparalleled business” in the wealth management space, noting his firm “looks forward to working closely with Peter and ...
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its ...
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies ...
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
The deal, disclosed on Monday, comes days after Reuters reported that TPG was a frontrunner to pick up a $2 billion stake in ...
Atlanta-based wealth management firm Homrich Berg is getting an investment from private equity shop TPG, according to news ...
Private equity's TPG is sitting in first place in the contest to take a minority stake worth $2 billion in wealth manager ...
TPG is in advanced talks to acquire a minority stake in wealth management firm Creative Planning, potentially valuing the ...
Buyout firm TPG has emerged as the frontrunner to pick up a minority stake worth $2 billion in Creative Planning, in a deal ...
According to SEC filings, Creative Planning’s CEO and founder Peter Mallouk owns between 50% and 75% of the firm, which is believed to have several share classes of equity. The Kansas-based firm has ...
Buyout firm TPG has emerged as the frontrunner to pick up a minority stake worth $2 billion in Creative Planning, in a deal ...