Strategy
Diligence
·  EPISODE
350
Evolving M&A Strategy with a Buyer-Led M&A™ Approach
Dive into how Carson Group scaled their M&A program from internal investments to proprietary dealmaking—executing 14 deals in just one year. Hear from Michael Belluomini, SVP of M&A, on how his team balances volume, speed, and cultural fit.
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 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group

In this episode, Kison Patel 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. You’ll learn how Carson Group structures deals, builds trust with sellers, and navigates both seller-led and Buyer-Led M&A™ with intention and speed.

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

Michael Belluomini

Michael Belluomini is the Senior Vice President of Mergers and Acquisitions at Carson Group. With over 20 years of experience in financial services and business development, Michael leads the firm’s external M&A strategy—focused on proprietary sourcing, strategic growth, and deal execution. Since joining Carson, he’s played a pivotal role in scaling the company’s M&A program to support its mission of building a national footprint through intentional, high-quality acquisitions.

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