Carson Group acquires $200 million firm - InvestmentNews
Carson Group acquires $200 million firm Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania. January 27, 2021 Carson Group, the Omaha, Nebraska-based hybrid registered investment advisory firm managing more than $12 billion, has acquired Strategic Wealth Partners, a wealth management firm managing $200 million in Doylestown, Pennsylvania. The deal was an equity swap with the firm’s owners, founders Karl Kimball and Michael Edwards. The transaction will help the firm address succession planning, Kimball said in the press release. The firm, with its seven-pers...