Transaction Highlights

Client: TPG

Type:

Value: Undisclosed

RBC's role: Financial Advisor


Creative Planning announced that TPG, has made a substantial minority investment in the Company. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. TPG Capital joins existing investor General Atlantic, who made a minority investment in 2020, to provide additional resources and expertise to help Creative Planning continue to enhance its service offerings and growth trajectory.

RBC Capital Markets served as Financial Advisor to TPG in this transaction

Stay Informed

Get the latest insights from RBC Capital Markets delivered to your inbox.