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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Student Assstnce Fndation Mont is a Helena, MT-based company in the Financial Services sector.
TransTech Merchant Group is a Carrollton, TX-based company in the Financial Services sector.
Established in 1984, Brynwood Partners is a control-oriented, operationally-focused, lower middle market buyout fund that acquires consumer products companies. The managing partners of Brynwood Partners have extensive operating experience, as CEOs and CFOs of both public and private companies, which allows the firm to acquire both performing and underperforming businesses and corporate orphan brands with or without management teams. Brynwood Partners will only target investment opportunities where it can leverage the operational expertise of its managing partners to create significant shareholder value. With over $725 million of assets under management, Brynwood Partners is actively seeking new investments for its latest fund, Brynwood Partners VII L.P., with $420 million of committed capital.
Educators Credit Union is a Racine, WI-based company in the Financial Services sector.