Carson Group - M&A Summary, Ownership, and Business Overview

Information TechnologyCompany

Carson Group M&A Summary

Carson Group has acquired 3 companies of its own, including 3 in the last 5 years.

Carson Group has acquired in 3 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).

Carson Group Ownership

Who owns Carson Group?

Carson Group is owned by Bain Capital Private Equity. It was acquired on July 14, 2021.

Is Carson Group PE-backed?

Yes. Carson Group is owned by private equity investor Bain Capital Private Equity.

Was Carson Group formerly PE-backed?

Yes. Carson Group was formerly owned by 1 private investor.

Carson Group Business Overview

Where is Carson Group headquartered?

Carson Group is headquartered in Omaha, Nebraska.

What sector is Carson Group in?

Carson Group is an information technology company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1

Carson Group

Carson Group

14600 Branch Street,
Omaha, Nebraska 68154
United States,
(888) 321-0808
www.carsongroup.com

Carson Group is a provider of wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson Group is based in Omaha, Nebraska.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - 1 2 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
The Shobe Financial Group 2023-03-16 - Add-on Acquisition
Baton Rouge, Louisiana · www.shobe.com
White Ember Financial Planning 2023-01-23 - Stake Purchase
Nevada, Missouri · www.whiteember.com
Northface Capital Holdings LLC 2022-12-01 - Add-on Acquisition
Waltham, Massachusetts
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) - - -
Business Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Missouri 1 - - -
  Massachusetts 1 - - -
  Louisiana 1 - - -
Total 3 - - -

Company Summary

SECTOR

Information Technology

Revenue

50   1999
(millions of USD)

 Subscribe to unlock this and 201,688
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Carson Group

Nebraska Companies , Information Technology Companies , United States Companies , Nebraska Information Technology Companies , Nebraska Information Technology with Acquisitions

Related Lists for Nebraska Companies

Largest Nebraska Companies , Acquisitive Nebraska Companies , Recently Acquired Nebraska Companies , Recently Sold Nebraska Companies , Private Nebraska Companies , Public Nebraska Companies , Acquired Nebraska Companies , PE Backed Nebraska Companies

Related Lists for Information Technology Companies

Largest Information Technology Companies , Acquisitive Information Technology Companies , Recently Acquired Information Technology Companies , Recently Sold Information Technology Companies , Private Information Technology Companies , Public Information Technology Companies , Acquired Information Technology Companies , PE Backed Information Technology Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal