Windsor Drake Market Intelligence
Transaction · Wealthtech · 2026

Creative Planning acquires Lovell Insurance Group

Creative Planning acquired Lovell Insurance Group on July 14, 2026.

Target
Lovell Insurance Group
Acquirer
Creative Planning
Announced
July 14, 2026
Sub-sector
Wealthtech

Transaction overview

  • Creative Planning announced the acquisition of Lovell Insurance Group on July 14, 2026.

Strategic rationale

Creative Planning acquires Lovell Insurance Group to expand commercial insurance capabilities.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 14, 2026
Acquirer
Creative Planning (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/creative-planning-expands-commercial-insurance-capabilities-with-addition-of-lovell-insurance-group-302825124.html

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