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Ron “Omani” Carson, Founder and Chairman at Carson Group | Founder of Omya
We sit down with Ron “Omani” Carson, founder of Carson Group, for a wide-ranging conversation about transformation—both professional and personal. From launching a financial services firm out of a college dorm room to building a national platform with over $30 billion in assets under management, Omani shares the gritty beginnings, his early lessons in love affair marketing and systemization, and why his first M&A deal nearly broke him.
But the real story unfolds around age 50, when Omani underwent a profound mindset shift—from fear and scarcity to love and abundance. This new lens on leadership reshaped Carson Group’s culture, unlocked purpose-driven M&A, and set the stage for launching Omya, his newest venture focused on helping entrepreneurs align joy, legacy, and impact.
This episode is more than M&A—it’s a masterclass in reinvention, authentic leadership, and building businesses that matter.
Things you will learn:
How to scale a firm through systemization and “love affair” client marketing
What went wrong in Carson Group’s first M&A deal—and how they rebounded
How trauma and personal evolution can drive professional reinvention
What “conscious capitalism” looks like in a modern financial firm
_______________
What is the Buyer-Led M&A™ Virtual SummitOnly two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit
________ Episode Chapters:
[00:01:00] Dorm room origins and cold-calling farmers in Nebraska
[00:07:00] Early success, burnout, and chasing money without fulfillment
[00:10:30] Love affair marketing, process systemization, and client growth
[00:18:00] Lessons from their first M&A deal: culture clash, team turnover, missed red flags
[00:23:30] Partner program and minority investments: a better M&A model
[00:27:00] Personal transformation at age 50 and the birth of “Omani”
[00:35:00] Embracing spirituality, mental wellness, and psychedelic therapy
[00:40:00] Impact investing, farming regeneration, and the trillion-dollar goal
[00:46:00] How Carson’s culture shifted—and made M&A better
[00:51:00] 7-day water fasts, health optimization, and living life with intention
[00:55:00] The craziest M&A moment: the painful first acquisition
4.9
118118 ratings
Ron “Omani” Carson, Founder and Chairman at Carson Group | Founder of Omya
We sit down with Ron “Omani” Carson, founder of Carson Group, for a wide-ranging conversation about transformation—both professional and personal. From launching a financial services firm out of a college dorm room to building a national platform with over $30 billion in assets under management, Omani shares the gritty beginnings, his early lessons in love affair marketing and systemization, and why his first M&A deal nearly broke him.
But the real story unfolds around age 50, when Omani underwent a profound mindset shift—from fear and scarcity to love and abundance. This new lens on leadership reshaped Carson Group’s culture, unlocked purpose-driven M&A, and set the stage for launching Omya, his newest venture focused on helping entrepreneurs align joy, legacy, and impact.
This episode is more than M&A—it’s a masterclass in reinvention, authentic leadership, and building businesses that matter.
Things you will learn:
How to scale a firm through systemization and “love affair” client marketing
What went wrong in Carson Group’s first M&A deal—and how they rebounded
How trauma and personal evolution can drive professional reinvention
What “conscious capitalism” looks like in a modern financial firm
_______________
What is the Buyer-Led M&A™ Virtual SummitOnly two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit
________ Episode Chapters:
[00:01:00] Dorm room origins and cold-calling farmers in Nebraska
[00:07:00] Early success, burnout, and chasing money without fulfillment
[00:10:30] Love affair marketing, process systemization, and client growth
[00:18:00] Lessons from their first M&A deal: culture clash, team turnover, missed red flags
[00:23:30] Partner program and minority investments: a better M&A model
[00:27:00] Personal transformation at age 50 and the birth of “Omani”
[00:35:00] Embracing spirituality, mental wellness, and psychedelic therapy
[00:40:00] Impact investing, farming regeneration, and the trillion-dollar goal
[00:46:00] How Carson’s culture shifted—and made M&A better
[00:51:00] 7-day water fasts, health optimization, and living life with intention
[00:55:00] The craziest M&A moment: the painful first acquisition
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