Kirkland & Ellis represented Creative Planning, an independent wealth management firm with approximately $50 billion in assets under management, in connection with a strategic minority investment in its business by General Atlantic. Creative Planning provides comprehensive, financial planning-led wealth management solutions for individuals and families in all 50 U.S. states. Terms of the investment were not disclosed.
The Kirkland team was led by transactional partners David Feirstein 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.