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FUNDRAISING NEWS | October 16, 2024

Carson Bolsters Midwest Presence with Acquisition of $1B AUA Sweet Financial

Tags: RIA, Mergers / Acquisitions

Omaha, NE-based Carson Group has acquired a Fairmont, MN-based advisory with $1B in assets under administration in its second-largest ever deal, the company announced in an October 15 press release. 

The 12-person Sweet Financial Partners team is led by Managing Partner Bryan Sweet and offers services in retirement planning, tax efficiency, wealth transfer, and business exit planning. Sweet Financial strengthens Carson Group’s Midwest network, adding to its more than 150 partners offices managing $38B in client assets. 

Terms and financial consideration were not disclosed. Wise Rhino Group served as financial advisor for Sweet Financial in the transaction.

View the press release here.

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