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February 16, 2022

Creative Planning continues buying spree with JBJ Invest acquisition

US-based independent wealth management firm Creative Planning has acquired JBJ Invest for an undisclosed amount.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
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by GlobalData
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The acquired entity offers financial planning and portfolio management services to individuals, families, trusts, and institutions, primarily within specialty healthcare segment.

In addition to investment advisory, it also specialises in business, life-management, and retirement plan consulting services.

The deal is expected to help the firm further expand its dental specialty practice.

JBJ Invest owner and CIO Mathew Emmert said: “Due to the quality of its culture and its holistic service offering, Creative Planning was the perfect partner to help us fulfill that mission.

“They’ve seamlessly incorporated an impressive suite of solutions into their unique planning process, including tax and legal expertise, which will serve our clients – particularly our practitioners and small business owners – extremely well in the years ahead.”

Creative Planning CEO Peter Mallouk noted that JBJ’s presence in South Carolina and 40 other states will help the firm drive its reach in these markets.

Commenting on the deal, Mallouk said: “JBJ’s core values of integrity, accuracy, consistency, and service so clearly aligned with our values that bringing them into the Creative Planning fold was an easy decision.”

The latest acquisition continues Creative Planning’s buying spree in recent years.

Earlier this month, the firm snapped up fee-only fiduciary RIA Paradigm Financial Advisors, which manages over $600m in assets.

Last year, it bought a number of firms, including Sullivan, Bruyette, Speros& Blayney and TrueWealth.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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