Fishman Haygood Client The Shobe Financial Group Acquired by Carson Group

On Mar. 16, 2023, Carson Group, an Omaha-based company serving financial advisors and investors, announced that it had acquired Fishman Haygood client The Shobe Financial Group, a full-service financial planning and wealth management firm in Baton Rouge, La. As a $500 million AUM (assets under management) firm, the Shobe acquisition marks one of Carson Group’s largest yet. Read the press release here.

Fishman Haygood represented Shobe in its negotiations with and sale to Carson Group. The firm’s team was led by Scott Chenevert and Marina Speligene.

Our attorneys have been involved in M&A transactions throughout Louisiana, including three of the four largest statewide transactions. We represent acquirer and target companies in a variety of transactions involving mergers, negotiated stock acquisitions, asset acquisitions, and other corporate restructuring transactions. Click here to learn more about the firm’s M&A group.