Carson Wealth Georgia
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Carson Wealth Georgia - overview
Established
2023
Location
-, GA, US
Primary Industry
Financial Services
About
Founded in 2023 and based in Georgia, US, Carson Wealth Georgia operates as a full‑service wealth advisory practice offering comprehensive financial planning and investment advisory services to individuals, families, and private clients. Carson Group, a portfolio company of Bain Capital, fully acquired Carson Wealth Georgia. Financial terms were not disclosed. The acquisition will enable the company to expand its partner offices.
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.carsonwealth.com/locations/milton-ga-crabapple-rd/
Total Amount Raised
Subscriber access only
Carson Wealth Georgia - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Carson Wealth Georgia | - |
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