M&A Deal Summary

Carson Group Acquires Northface Capital

On December 1, 2022, Carson Group acquired financial services company Northface Capital

Acquisition Highlights
  • This is Carson Group’s 1st transaction in the Financial Services sector.
  • This is Carson Group’s 1st transaction in the United States.
  • This is Carson Group’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2022-12-01
Target Northface Capital
Sector Financial Services
Buyer(s) Carson Group
Deal Type Add-on Acquisition

Target

Northface Capital

Waltham, Massachusetts, United States
Northface Capital is a full-service financial planning and wealth management firm with $200 million in assets under management. Northface Capital is based in Waltham, Massachusetts.

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Buyer(S) 1

Buyer

Carson Group

Omaha, Nebraska, United States
Category Company
Founded 1983
Sector Information Technology
Revenue 50M USD (1999)
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 3
Sector (Financial Services) 1 of 2
Type (Add-on Acquisition) 1 of 2
State (Massachusetts) 1 of 1
Country (United States) 1 of 3
Year (2022) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-01-23 White Ember Financial Planning

Nevada, Missouri, United States

White Ember Financial Planning offer a range of wealth management and financial advisor services, including portfolio management, tax planning, risk management and estate planning. White Ember Financial Planning is based in Nevada, Missouri.

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