Creative Planning acquires Lovell Insurance Group
Creative Planning acquired Lovell Insurance Group for $250M on July 14, 2026.
- Target
- Lovell Insurance Group
- Acquirer
- Creative Planning
- Deal value
- $250M
- Announced
- July 14, 2026
- Sub-sector
- Wealthtech
Transaction overview
- Creative Planning announced the acquisition of Lovell Insurance Group on July 14, 2026 for $250M.
- The deal is expected to close pending customary conditions.
Strategic rationale
Creative Planning acquires Lovell Insurance Group to expand commercial insurance capabilities.
Deal terms & multiples
Frequently asked questions
How much did Creative Planning pay for Lovell Insurance Group?
Creative Planning acquired Lovell Insurance Group for $250M, announced on July 14, 2026.
When did Creative Planning announce the acquisition of Lovell Insurance Group?
Creative Planning announced the acquisition of Lovell Insurance Group on July 14, 2026.
What sub-sector is Lovell Insurance Group in?
Lovell Insurance Group is tracked in the Wealthtech sub-sector.
Sources
- prnewswire.com /news-releases/creative-planning-expands-commercial-insurance-capabilities-with-addition-of-lovell-insurance-group-302825124.html