The latest mergers, acquisitions and other corporate transactions in the North American wealth management industry.

Carson Wealth
US-based Carson Wealth is partnering in an equity deal with Overland Park-based Integrated Wealth, a business with $400 million in assets under management, serving more than 250 families in 30 states.

The business was started by Jack Lindsey in 1984 and now has a team of advisors: Craig Splan CFP, Tray Wiltse and Bill Day. Operational staff are Katie Hampton, Kim Roberts and Vincent Long.

“Partnerships like this are often a good fit for advisors who have built a successful business, but who want to have access to additional resources to drive growth,” Jamie Hopkins, managing partner of wealth solutions at Carson Group, said. 

“With this equity deal, Integrated Wealth will be able to tap into Carson’s ecosystem of cutting-edge technology and investments offerings to provide a superior client experience, as well as have access to an expanded team and set of resources that will allow them to run more efficiently and continue to grow,” Hopkins said. 

The deal, which includes an equity stake in the firm, will also include a rebranding of the firm to Carson Wealth. 

ECHELON Partners served as the M&A advisor to Integrated Wealth in the transaction.

It will be the 46th Carson Wealth location in the US and the first Carson Wealth location in Kansas.