The Daily Buyout
$4.3T advised assetsStrategic acquisitionFinancial Services

Creative Planning to acquire institutional consultant RVK

Creative Planning signed a definitive agreement to acquire RVK, a Portland-based institutional investment consulting firm advising about 200 clients with roughly $4.3 trillion in assets.

Read the full coverage, free

We only link to sources you can read without a subscription. How we check.

More Financial Services deals

$240MStrategic acquisitionFinancial ServicesOct 8, 2026

Third Coast to buy Oklahoma's Great Plains for $240M

Houston-based Third Coast Bancshares agreed to acquire Great Plains National Bank's parent in a $240 million all-stock deal. Great Plains has $1.9 billion in assets, $1.7 billion in deposits and 23 branches across Oklahoma and Texas, and will operate as a division of Third Coast Bank.