Kowal Investment Group
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Kowal Investment Group - overview
Established
1987
Location
Brookfield, WI, US
Primary Industry
Financial Services
About
Kowal Investment Group is a specialized investment advisory firm focused on delivering tailored financial solutions for high-net-worth individuals and institutional clients worldwide. Their expertise lies in strategic investment management. Kowal Investment Group, founded in 1987 in Brookfield, US, provides investment advisory services to a diverse clientele. The firm has successfully completed 1.
0 deal as of December 21, 2024. The founder has a background in finance, enhancing the firm’s strategic direction. Kowal Investment Group specializes in a comprehensive suite of investment advisory services designed for high-net-worth individuals and institutional investors. Their offerings include portfolio management, asset allocation strategies, and risk assessment solutions.
The firm aims to optimize investment returns while mitigating potential losses, addressing the diverse financial needs of clients in sectors such as finance, technology, and real estate across North America, Europe, and Asia-Pacific. By utilizing advanced analytical tools and market insights, Kowal Investment Group facilitates navigation of complex investment landscapes. Kowal Investment Group generates revenue primarily through fee-based structures associated with its investment advisory services. Clients engage with the firm through a retainer model or asset-based fees, correlating costs with the size and complexity of their portfolios.
This B2B arrangement fosters ongoing relationships while ensuring tailored strategies and continuous performance monitoring. Key revenue-driving services include portfolio management and bespoke investment strategies, reinforcing the firm’s commitment to client alignment and measurable results. In December 2024, Kowal Investment Group was acquired by Creative Planning, LLC, a portfolio company of General Atlantic and TPG. This acquisition aims to enhance Creative Planning's wealth management services and strengthen its presence across the US.
The integration is expected to facilitate the launch of new product offerings in the investment advisory space, further expanding the firm’s market reach.
Current Investors
Creative Planning, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.kowalinvestmentgroup.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Kowal Investment Group - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Kowal Investment Group | - |
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