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FUNDRAISING NEWS | January 24, 2025
Tags: RIA, Mergers / Acquisitions
Carson Group announced that it has taken full ownership of $1B affiliate Carson Wealth Chicago, its second such move during the month.
Carson Wealth Chicago managing partner Mark McCallum said in a statement that the decision of fully joining Carson Group will allow the firm to streamline its operations and continue its expansion in the Greater Chicago market through mergers and acquisitions. Carson Wealth Chicago increased its assets from $163M in 2019 to $1B in a span of six years through mergers and acquisitions that were enhanced through access to Carson Group’s resources.
Carson Wealth Chicago is the second partner firm to be fully acquired by Carson Group this month, following the purchase of Carson Wealth Cedar Rapids and its Las Vegas office, as reported by Dakota on January 8.
Written By: Dakota
January 09, 2025
April 24, 2024
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