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Maxwell Locke Ritter Acquisition 2024

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Creative Planning → Maxwell Locke & Ritter

Creative Planning → Maxwell Locke & Ritter

Maxwell Locke & Ritter Website

CP

Creative Planning → Maxwell Locke & Ritter

Acquisition

1991

Maxwell Locke & Ritter Website

Profile section

About

No description available.

TypeAcquisition

AcquirerCreative Planning

AnnouncedApril 2024

Company

Maxwell Locke & Ritter

Austin, United States

Deal details

TypeAcquisition

AcquirerCreative Planning

AnnouncedApr 1, 2024

Exit score

56/100

Solid

A solid exit with healthy economics.

Liquidity type
Strategic acquisition — a clean liquidity event.

Heuristic read of deal size vs peers, return multiple, acquirer premium, and liquidity type. Not investment advice.