General Atlantic’s Minority Investment in Creative Planning


Kirkland & Ellis LLP served as legal counsel to Creative Planning. Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to General Atlantic.

General Atlantic, a leading global growth equity firm, has made a strategic minority investment in Creative Planning, a leading independent wealth management firm. Terms of the investment were not disclosed.

General Atlantic is a leading global growth equity firm providing capital and strategic support for growth companies. Established in 1980, General Atlantic combines a collaborative global approach, sector specific expertise, a long-term investment horizon and a deep understanding of growth drivers to partner with great entrepreneurs and management teams to build exceptional businesses worldwide.

Creative Planning provides comprehensive, financial planning-led wealth management solutions for individuals and families in all 50 U.S. states. Creative Planning has approximately $50 billion in assets under management.

Ardea Partners LP served as financial advisor.

The Kirkland team was led by transactional partners David Feirstein (Picture) and Michael Reeves, and associate Kristin Rulison, and tax partner Dean Shulman and associate Tara Rhoades. The team also included transactional associates Caleb Vesey, Eleni Belay and Kaangrok Yoo; tax associate Grant Newman and law clerk Laila Hosseini; investment funds partners Aaron Schlaphoff and Robert Sutton, and associate Nathan Schuur; capital markets partner Ross Leff; employee benefits partners Melissa Grim and Liz Dyer; executive compensation partner Julia Petty and associate Laura Gallo; employment & labor partner R.D. Kohut and associate Jaclyn Schruhl; technology & IP transactions partner Aaron Lorber and associate Michael Hemes; real estate partner John Goldman, and associates Jenna MacDonald and Allyson Dillon; environmental partner Stefanie Gitler and associate Michael Mahoney; antitrust & competition partners Ian John and Peter McCormack, and associate Jack Coles.

Involved fees earner: Eleni Tamerat Belay – Kirkland & Ellis; Jack Coles – Kirkland & Ellis; Allyson Dillon – Kirkland & Ellis; Elizabeth Dyer – Kirkland & Ellis; David Feirstein – Kirkland & Ellis; Laura Gallo – Kirkland & Ellis; Stefanie Gitler – Kirkland & Ellis; John Thomas Goldman – Kirkland & Ellis; Melissa Grim – Kirkland & Ellis; Michael Hemes – Kirkland & Ellis; Ian John – Kirkland & Ellis; R.D. Kohut – Kirkland & Ellis; Ross Leff – Kirkland & Ellis; Aaron Lorber – Kirkland & Ellis; Jenna MacDonald – Kirkland & Ellis; Michael Mahoney – Kirkland & Ellis; Peter McCormack – Kirkland & Ellis; Julia Petty – Kirkland & Ellis; Michael Reeves – Kirkland & Ellis; Tara Rhoades – Kirkland & Ellis; Kristin Rulison – Kirkland & Ellis; Aaron Schlaphoff – Kirkland & Ellis; Jaclyn Schruhl – Kirkland & Ellis; Nathan Schuur – Kirkland & Ellis; Dean Shulman – Kirkland & Ellis; Robert Sutton – Kirkland & Ellis; Caleb Vesey – Kirkland & Ellis; Kaangrok Yoo – Kirkland & Ellis;

Law Firms: Kirkland & Ellis;

Clients: Creative Planning;

Author: Ambrogio Visconti