Nick Engelbart

About Nick

At 32, Nick Engelbart is one of the youngest Chief Financial Officers in the financial services industry. In his role at Carson, Nick is responsible for capital allocation, M&A, strategic planning and financial strategy. Prior to being CFO, Nick led strategic priorities and helped Carson and its partners grow inorganically through mergers and acquisitions.

Nick has been the key integrator in recent special projects, including Carson’s new $80M headquarters. He was responsible for assisting with the build out, controlling any dollar spending and guiding decision making. Beyond this, Nick led the firm’s 2021 search for an equity partner and spearheaded the relationship with Bain Capital.

Before Carson, he was the Director of Corporate Development and Planning for Intrado (formerly West Corporation), a global technology communications company. In Nick’s prior role at Intrado, he helped lead and execute 15+ acquisitions of software and technology businesses with $1B+ in aggregate purchase price, including the acquisition of the GlobeNewswire business from Nasdaq. Nick understands the challenges of starting and building a business and enjoys working with entrepreneurial-minded financial advisors.

Nick holds a Bachelor of Science degree in Finance and Economics and a Master’s in Finance from Creighton University.

Outside of Carson, Nick serves on the Much More Foundation Board, a scholarship board for schools in Nebraska and Iowa for undergrads and graduates of the Boys and Girls Club. He’s actively involved in supporting Nebraska Game and Parks and outdoor conservation. He is also a member of First Lutheran Church in Fremont, Nebraska, and is a proud dad (and t-ball coach) to three children.

Nick Engelbart

Nick Engelbart

Managing Partner, M&A & Strategy
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About Nick

At 32, Nick Engelbart is one of the youngest Chief Financial Officers in the financial services industry. In his role at Carson, Nick is responsible for capital allocation, M&A, strategic planning and financial strategy. Prior to being CFO, Nick led strategic priorities and helped Carson and its partners grow inorganically through mergers and acquisitions.

Nick has been the key integrator in recent special projects, including Carson’s new $80M headquarters. He was responsible for assisting with the build out, controlling any dollar spending and guiding decision making. Beyond this, Nick led the firm’s 2021 search for an equity partner and spearheaded the relationship with Bain Capital.

Before Carson, he was the Director of Corporate Development and Planning for Intrado (formerly West Corporation), a global technology communications company. In Nick’s prior role at Intrado, he helped lead and execute 15+ acquisitions of software and technology businesses with $1B+ in aggregate purchase price, including the acquisition of the GlobeNewswire business from Nasdaq. Nick understands the challenges of starting and building a business and enjoys working with entrepreneurial-minded financial advisors.

Nick holds a Bachelor of Science degree in Finance and Economics and a Master’s in Finance from Creighton University.

Outside of Carson, Nick serves on the Much More Foundation Board, a scholarship board for schools in Nebraska and Iowa for undergrads and graduates of the Boys and Girls Club. He’s actively involved in supporting Nebraska Game and Parks and outdoor conservation. He is also a member of First Lutheran Church in Fremont, Nebraska, and is a proud dad (and t-ball coach) to three children.

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