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MARINER

HQ - Overland Park

Summary

MARINER offer financial planning services, including negotiating benefits packages, establishing tax-efficient estate planning and trust plans, tax strategies for charitable giving, multi-state tax filing and wealth transfer.

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Market Context

Senior Management

Marty Bicknell
CEO
Jeff Poe
CFO

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31 May 2025|United States|Financial Data and Systems

Target: TAURUS ASSET MANAGEMENT LLC

Bidder: MARINER

3 Service Providers

2 Target | 1 Bidder

4 Dealmakers

2 Target | 2 Bidder

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