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.

When was Carson Group founded?

Carson Group was founded in 1983.

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 was founded in 1983 and 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)

Established

1983

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