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Creative Planning Acquires Telarray Advisors

Mar 07, 2023•over 2 years ago

Acquiring Company

Creative Planning

Acquired Company

Telarray Advisors

Financial Services

Description

Telarray Advisors (Telarray) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Telarray has $1 Billion in AUM and brings 18 new employees into the Creative Planning fold.

Company Information

Company

Creative Planning

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.

FundzWatch™ Score

High M&A Activity

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