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Creative Planning Benefits acquired by CDPQ

merge_type Majority Acquisition
Financial Services
room
Overland Park, KS
today

Buyers/Investors

Targets

Creative Planning Benefits

info Provider of employee benefits consulting services
room Overland Park, KS

Add-On Platform (Portfolio Company)

USI Insurance Services

exit_to_app www.usi.com

Sellers, Lenders, Advisors

Sellers

General Atlantic