Investment Summary

Carson Group Invests In White Ember Financial Planning

On January 23, 2023, Carson Group invested in financial services company White Ember Financial Planning

Investment Highlights
  • This is Carson Group’s 2nd transaction in the Financial Services sector.
  • This is Carson Group’s 2nd transaction in the United States.
  • This is Carson Group’s 1st transaction in Missouri.

Investment Summary
Date 2023-01-23
Target White Ember Financial Planning
Sector Financial Services
Investor(s) Carson Group
Deal Type Stake Purchase

Target

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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Investor(S) 1

Investor

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 2 of 3
Sector (Financial Services) 2 of 2
Type (Stake Purchase) 1 of 1
State (Missouri) 1 of 1
Country (United States) 2 of 3
Year (2023) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-01 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-16 The Shobe Financial Group

Baton Rouge, Louisiana, United States

The Shobe Financial Group is a client-centric, full-service financial planning and wealth management firm that specializes in providing comprehensive financial planning and investment management services to a wide range of individuals including families, pre-retirees, retirees, physicians, professionals, and business owners. The Shobe Financial Group was formed in 1983 and is based in Baton Rouge, Louisiana.

Buy -
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