Know Your Worth | Rafael Mason

By Michael Belluomini

January 17, 2025

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 opportunities are private equity firms looking for when it comes to consolidation
  • Where the industry is heading

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