Christopher Page Joins Carson Group as Vice President of Mergers and Acquisitions | Nebraska

OMAHA, Neb., March 30, 2021 / PRNewswire / – Carson Group, one of the fastest growing wealth management firms in the country, has retired Christopher Page as Vice President for Mergers and Acquisitions. Page will play a pivotal role at Carson as the company continues to grow the number of minority holdings it makes in consulting firms The United States.

“Our minority ownership model gives consulting firm owners an immediate partial liquidity event and a clearer path to transition planning while still maintaining majority control and ownership of their business,” he said Jason Carver, Managing Director of M&A at the Carson Group. “The addition of Chris, who has over 20 years of M&A experience, to our team will help us fuel our efforts with this offering and build a solid partnership of like-minded, entrepreneurial advisors.”

Page is an industry veteran in the capital markets, moving from KCB Private Equity to Carson Pasadena, CaliforniaThere he was in charge of investment development, deal sourcing and origination.

Says Page: “Consultants have had so much to do with their clients over the past year through the global pandemic and the resulting market volatility. What we’ve heard from many owners is that uncertainty has led them to revise their plans for rethinking the future – and that means creating a viable succession plan while positioning their businesses for sustainable growth. I look forward to sharing and supporting business owners with Carson’s unique value proposition as they travel Have supported customers they serve. “

Page joins a team of six dedicated M&A specialists. The company recently announced a capital increase with a loan partner, with the potential to develop even more to aid succession planning, capital transfer, and M&A efforts of other companies keen to join the partnership. Whether or not they take a minority stake in Carson, partner companies get access to the latest technology, investment strategies, extensive marketing resources, compliance expertise, succession planning, and the proven plan for growth that powers the country’s fastest growing consulting firms.

Carson currently manages $ 16 billion in assets and serves more than 36,000 customer families in The United States.

The Carson Group serves financial advisors and investors through its business units, including Carson Wealth, Carson Coaching and Carson Partners. The corporate family offers consulting companies coaching and partnership services – and simple financial advice for the investing public. All three organizations are headquartered in Omaha, Nebraskaand share a common mission to be the most trusted financial advisor. More information is available at www.carsongroup.com.

Investment advice from CWM, LLC, an SEC registered investment advisor. Carson Partners, a division of CWM, LLC, is a nationwide consultancy partnership. Carson Partners, a division of CWM, LLC, is a nationwide consultancy partnership. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not offer any consulting services.

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