MarshBerry Advises Wells Trecaso Financial Group on Their Acquisition by Carson Group
Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, is proud to announce its role as exclusive advisor to Wells Trecaso Financial Group (Wells Trecaso) in its strategic decision to join Carson Group (Carson). The transaction closed September 17, 2025.
This transaction marks a significant milestone in the independent wealth management space, reflecting a growing trend of legacy firms aligning with larger platforms to enhance continuity, deepen resources, and accelerate long-term growth.
“This transaction is a testament to Wells Trecaso’s unwavering commitment to its clients and community,” said Phil Trem, MarshBerry President. “By partnering with Carson, they are reinforcing their foundation and positioning for decades of future success.”
The partnership between Wells Trecaso and Carson Wealth represents the successful alignment of two organizations with shared values and complementary strengths. MarshBerry led the process from initial strategy through execution—providing valuation insight, due diligence, and negotiation expertise to ensure a seamless transition for clients, advisors, and staff.
“MarshBerry was honored to serve as exclusive advisor to Wells Trecaso,” said John Orsini, MarshBerry Director. “We’re proud to have helped them identify a partner who shares their values, supports their vision, and accelerates their ability to serve the next generation of families in Akron and beyond.”
This transaction underscores MarshBerry’s commitment to helping independent wealth management firms navigate complex transitions while preserving legacy and unlocking future potential. For Wells Trecaso, the deal secures succession planning, enhances their client service model, and provides access to Carson’s robust infrastructure and national resources.
As the wealth management industry continues to evolve, MarshBerry remains a trusted partner for firms seeking strategic growth, cultural alignment, and long-term success.
Terms of the transaction were not disclosed.
Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, merger & acquisition transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
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