Insights M&A

Join us as we welcome Mike Wieger as the new co-host of Know Your Worth! Fun fact— Mike was our very first guest on the maiden episode, making this a full-circle moment. 🔹 The Evolving RIA Landscape – What’s driving the surge in partner transactions, and what key trends are shaping the industry? 🔹 Carson’s …

Carson CEO Burt White joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into Carson’s recent activity and successes in the M&A world. Topics of Discussion: Carson’s approach to and philosophy toward M&A, both internal and external. How do direct partnership deals help fuel Carson’s rocket …

Rafael Mason, Partner, Bain joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into private equity firms and their role in M&A within the RIA space. Topics of Discussion include:   What attracted Bain to the RIA industry Why they decided to invest in Carson What …

Carson’s Dani Fava, Chief Strategy Officer, joins Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the outlook for strategic M&A. Topics of Discussion: How will bigger RIA aggregators like Creative, Mercer, Mariner or even Carson approach strategic M&A? Will we see custodians doing M&A? Where will …

Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …

Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to …

We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to …

Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process.   Topics of Discussion:  Why to hire an M&A attorney instead of a family attorney.  The importance of personal goodwill.  What sellers should expect …

Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal. Topics of Discussion: How do you narrow the universe of potential buyers for a seller? Talk a bit about …

In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Laura Delaney, Vice President, Practice Management & Consulting, at Fidelity. They’ll go through a macro overview of the M&A landscape, including how 2023 shook out, the trends so far this year and more.  …

In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Tray Wiltse, Managing Director & Wealth Advisor at Carson Wealth in Kansas City. They’ll go through the process of Tray selling his book of business and the factors that went into his decision.  …