Transaction Details

Republic Capital Group served as the exclusive investment banking advisor to BerganKDV on its acquisition by Creative Planning.

Creative Planning is one of the largest Registered Investment Advisors in the country, with over $210 billion in combined assets under management and advisement across all 50 states and 65 countries as of 12/31/22. BerganKDV, the 58th largest CPA firm in the United States, has provided tax, audit, accounting, business advisory, and wealth management services since 1945, and brings 600 employees into the Creative Planning organization.

According to Allan D. Koltin of Koltin Consulting Group, who introduced BerganKDV to Republic and Creative Planning, the transaction marks the first top-60 CPA and advisory firm nationally to be acquired by a major wealth management firm — one of the largest acquisitions of a CPA firm by a wealth management firm to date.