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Creative Planning Acquires Ferris Capital

Jun 01, 2022•over 3 years ago

Acquiring Company

Creative Planning

Acquired Company

Creative Planning

Financial ServicesFinancial Services

Description

Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Ferris Capital, which has $755 million in AUM, prides itself on its principles of trust and client service at every level as to be an indispensable resource and advocate to their clients for generations to come.

Company Information

Company

Creative Planning

Location

5454 W 110th St

About

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed