Announced
Completed
Financials
Tags
Completed
Asset Managers and Custodians
financial planning
Domestic
Acquisition
Friendly
United States
Single Bidder
Majority
Private
Synopsis
Carson Group, an investment advisory services provider, completed the acquisition of Northface Capital Holdings, a financial planning and wealth management firm. Financial terms were not disclosed. "Carson's business model accommodates many advisors' growth and operational needs, but providing a smooth transition plan where one advisor can pass the reins to the next generation and know that their clients will be taken care of is one of the most powerful. In many cases, that may mean partnering with Carson to leverage our practice management support, in other scenarios that could be transitioning into a partly owned or wholly owned office," Nick Engelbart, Carson Group CFO.
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