M and A
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Aveo Capital
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carson Group
Carson Group, a
wealth advisory firm with more than $42 billion in assets under
management, has bought Aveo Capital, a wealth advisory firm based
in Englewood, Colorado, for an undisclosed sum.
The firm manages about $608 million in assets and will rebrand as a Carson Wealth location.
Managing partner Keys Tinney co-founded the firm in 2011 with partners Brian Rorick and Michael Beerman.
The acquisition will strengthen Carson Wealth’s presence in the Rocky Mountain region, Carson said.
