Carson Group Overview

Information TechnologyCompany

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.

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.

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.0/yr) # - - 1 2 - 2 5
Sell (0.0/yr) # - - - - - - 0
  5

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