Carson Group Acquires Northface Capital Holdings
December 1, 2022
Carson Group has acquired Northface Capital Holdings, LLC, a Waltham, Massachusetts-based financial planning and wealth management firm with $200 million in assets under management. The Northface team — now led by Chris Tobey — sold its ownership to Carson and the office will transition to a wholly owned Carson Wealth location to provide continuity, succession planning and support for future growth.
- Buyers
- Carson Group
- Targets
- Northface Capital Holdings, LLC
- Sellers
- The Northface team (owners of Northface Capital Holdings)
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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