Carson Group Acquires Mommaerts Mahaney Financial Services (Marquette Office)
April 11, 2025
Carson Group has acquired Mommaerts Mahaney Financial Services, a Marquette, Michigan-based advisory firm managing approximately $314 million in AUM. The practice will become a Carson Wealth office in Marquette, with clients retaining service continuity and gaining access to Carson's broader technology, back-office support and advisory ecosystem; Alaris Acquisitions served as exclusive advisor to Mommaerts.
- Buyers
- Carson Group
- Targets
- Mommaerts Mahaney Financial Services
- Sellers
- Mommaerts Mahaney Financial Services, Jon Mommaerts
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.