Announced
Completed
Financials
Tags
Completed
financial advisory
Domestic
Minority
Private Equity
Private
United States
Single Bidder
Financial Data and Systems
financial services
Acquisition
Friendly
Synopsis
Bain Capital, a private equity firm, completed the acquisition of a minority stake in Carson Group, a financial technology and services firm. Financial terms were not disclosed. “In a very large and highly fragmented market, Carson Group stands out with a differentiated value proposition for advisors and clients, and we are excited to help accelerate the growth and further build out a strategic platform reshaping the future of financial advice,” Olof Bergqvist, Bain Managing Director.
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