Minority investment · Activity not yet classified
Carson Group Holdings
Transaction overview
Reported completed
Exact closing date not established.
Carson Group Holdings announced a $35 million minority growth investment led by Long Ridge Equity Partners, with participation from Carson executives. Carson Wealth Management Group and Peak Advisor Alliance were reorganized under Carson Group Holdings. The exact closing date and ownership percentage were not disclosed.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Carson Group Holdings Announces $35 Million Growth Capital Investment Led by Long Ridge Equity Partners ↗
Carson Group Holdings via PR Newswire · Published May 24, 2016
Dated issuer announcement: $35m minority round led by Long Ridge; reorganization and CWM advisory subsidiary.
- Carson Group: Building A Market-Defining Platform in the Wealth Management Sector ↗
Long Ridge Equity Partners · Publication date not stated
2016 investment and July2021 Bain minority recapitalization; Long Ridge retained significant stake.