Ron ‘Omani’ Carson’s Founder Journey: M&A, Mental Health, and Conscious Capitalism

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. 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 Summit 💡 This isn’t just another webinar—it’s an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. 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 __________________ Website: http://mascience.com/ Linkedin:   / mascience   __________________________________________________________ M&A Science is the world’s first community resource for M&A tips, techniques, and strategies to achieve desired outcomes and better success. We bring you behind the scene stories, proven techniques, and key takeaways of real-life M&A deals. #finance #podcast #ceo #privateequityfirms #culture #business #businessstrategy #acquisitions #mergersandacquisitions #businesstips #technopreneurship #investment