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CEO Coaching International Client Carson Group Announces Strategic Investment from Bain Capital and $1 Billion Valuation

CEO Coaching International®, the leading firm coaching CEOs and leadership teams at more than 380 companies globally, is pleased to congratulate its client, Carson Group, on its strategic investment from private equity firm Bain Capital, valuing the business over $1 billion. According to the press release, the investment will help support the company’s continued growth, technology development, and expansion by acquisition. Carson Group will continue to operate under its current executive leadership team, led by Founder and CEO Ron Carson.

Carson Group, founded in 1983 by Carson and headquartered in Omaha, Neb., is one of the fastest-growing financial technology and services firms in the country. The company 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 $17 billion in assets and serves more than 37,000 families among its advisor network of 110 partner offices, including 30 Carson Wealth locations.

“Our extensive search for a strategic partner over the last few months gave us an incredible opportunity to explore the value an investor could bring to our mission to be the most trusted for financial advice. Bain Capital is the ideal fit for us– culturally and strategically,” Carson said. “We wanted an investing partner who brings deep operational knowledge and resources to help further our efforts and ensure we continue to deliver a compelling value proposition to our advisors and their clients. I can’t think of anything more exciting than finding a partner like Bain Capital who shares our enthusiasm and drive for building a 100-year company.”

“Thanks to his unwavering drive, dedication, and vision, Ron Carson has grown his company into three businesses that have reached massive success – and are continuing on that upward trajectory,” said Mark Moses, CEO and Founding Partner of CEO Coaching International. “I am extremely proud of Ron and his team for this notable achievement, and I look forward to continuing to work with Carson Group and seeing where they take the company in the future.”

About Carson Group

Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

Investment advisory services offered 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.


About CEO Coaching International

CEO Coaching International works with CEOs and their leadership teams to achieve extraordinary results quarter after quarter, year after year. Known globally for its success in coaching growth-focused entrepreneurs to meaningful exits, CEO Coaching International has coached more than 1,000 CEOs and entrepreneurs in more than 60 countries and 45 industries. The coaches at CEO Coaching International are former CEOs, presidents, or executives who have made BIG happen. The firm’s coaches have led double-digit sales and profit growth in businesses ranging in size from startups to over $10 billion, and many are founders that have led their companies through successful eight, nine, and ten-figure exits. Companies working with CEO Coaching International for two years or more have experienced an average revenue CAGR of 31% (2.6X the U.S. average) and an average EBITDA CAGR of 52.3% (more than 5X the U.S. average).

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