M&A
Know Your Worth | Buy, Sell, or Partner? What Advisors Needs to Consider
Michael Belluomini and Mike Wieger welcome Jessica Polito, founder of Turkey Hill Management. Jessica has spent more than a decade advising on M&A in the wealth management space and brings a unique perspective shaped by a commitment to providing unbiased guidance to firms navigating one of the most complex decisions they’ll ever face: whether to …
Michael Belluomini
October 22, 2025
Know Your Worth | M&A Market Trends Every Advisor Should Know
Michael Belluomini and Mike Wieger are joined by John Orsini from MarshBerry. We start by getting to know John a little better; his path into the wealth management space and how MarshBerry has become a key player in the advisory M&A landscape. From there, the conversation shifts to private equity. John recently contributed an article …
Michael Belluomini
September 19, 2025
Know Your Worth: Anatomy of the Deal
Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions, as they dive into the structure of a typical M&A deal. Topics of Discussion: The differences between upfront, retention, and growth earnouts. The strangest deal terms and new wrinkles they’ve encountered. The present value of a deal and why headline …
Michael Belluomini
August 22, 2025
Know Your Worth: Innovation, Integration, and the Investment Frontier
Join Carson’s M&A leaders Michael Belluomini and Mike Wieger for a timely conversation with Hiren B Patel, Head of Advisor Solutions at 55ip and Brendan Taylor, VP of Advisor Success Manager at 55ip. We’ll explore how investment management trends are shaping M&A strategy and what advisors need to know about tax-smart investing, tech-powered portfolios, and …
Michael Belluomini
July 18, 2025
Know Your Worth | The Rise of the External Buyer
Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, JD, VP, Mergers & Acquisitions, as they dive into the rise of external succession plans in the M&A market. Topics of Discussion: 1. The differences between seller-financed internal succession, externally financed internal succession, and selling to an external buyer. 2. The pros and cons …
Michael Belluomini
June 26, 2025
Know Your Worth | Eric Leeper & James Fisher
Join us for this month’s Know Your Worth livestream, where hosts Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions will dive into the latest trends in the M&A market and what they mean for financial professionals considering a transition. This month, we’re excited to welcome Eric Leeper, CFA and James …
Michael Belluomini
April 14, 2025
Know Your Worth | Mike Wieger
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 …
Michael Belluomini
March 18, 2025
Know Your Worth | Burt White
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 …
Michael Belluomini
February 19, 2025
Know Your Worth | Rafael Mason
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 …
Michael Belluomini
January 17, 2025
Know Your Worth | Dani Fava
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 …
Michael Belluomini
December 13, 2024
Know Your Worth | Rob Madore
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 …
Michael Belluomini
November 14, 2024
Know Your Worth | Alicia Chandler
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 …
Michael Belluomini
October 7, 2024