Carson Group acquires Pinnacle Wealth Management
Carson Group acquired Pinnacle Wealth Management for $236M on July 9, 2026.
- Target
- Pinnacle Wealth Management
- Acquirer
- Carson Group
- Deal value
- $236M
- Announced
- July 9, 2026
- Sub-sector
- Wealthtech
Transaction overview
- Carson Group announced the acquisition of Pinnacle Wealth Management on July 9, 2026 for $236M.
Strategic rationale
Carson Group acquires Pinnacle Wealth Management, a $236M California advisory firm.
Deal terms & multiples
Sources
- globenewswire.com /news-release/2026/07/09/3324845/0/en/Carson-Group-Welcomes-Pinnacle-Wealth-Management-Team-to-the-Carson-Wealth-Office-in-Roseville-California.html