M&a Science

 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision.    Things You’ll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael’s background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson’s first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. prop