M and A
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carson Group
Carson Group, a
wealth advisory firm with over $42 billion in assets under
management, has fully acquired Carson Partner firm SRQ
Wealth.
The financial terms of the deal were not disclosed.
The Sarasota, Florida-based business, which manages $365 million in assets, became a Carson Partner in 2019. It will continue to be led by managing partner and senior wealth advisor Steve Martin and his partners Karin Grablin and Justin Salemy. They will continue to operate under the SRQ Wealth name.
SRQ Wealth has become the 25th wholly owned Carson Wealth office.
In addition to the three partners, the team also includes Juliana Carmona, associate wealth advisor, and office support staff members Taylor Wald, Heather Diggs, Amy Treis and Dana Towell.
