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Cover Image MARINER WEALTH ADVISORS

MARINER WEALTH ADVISORS

MARINER WEALTH ADVISORS

Deals Overview

Total Deals7

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Marty Bicknell
CEO
Cheryl Bicknell
COO

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23 Apr 2021|United States|Investment Banking

Target: MARINER WEALTH ADVISORS

Bidder: LEONARD GREEN & PARTNERS LP

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

19 Jul 2022|United States|Management Consulting

Target: THE FINANCIAL SERVICES NETWORK

Bidder: MARINER WEALTH ADVISORS

5 Service Providers

3 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

03 May 2022|Canada|IT Services: Other

Target: ADVISOR WEBSITES

Bidder: MARINER WEALTH ADVISORS

8 Service Providers

2 Target | 6 Bidder

14 Dealmakers

8 Target | 6 Bidder

n/a

Value

19 Dec 2022|United States|Diversified Financials

Target: HAYES FINANCIAL INC

Bidder: MARINER WEALTH ADVISORS

3 Service Providers

2 Target | 1 Bidder

6 Dealmakers

5 Target | 1 Bidder

n/a

Value

02 Feb 2024|United States|Diversified Financials

Target: FOURTH STREET PERFORMANCE PARTNERS

Bidder: MARINER WEALTH ADVISORS

4 Service Providers

3 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

29 Oct 2024|United States|Investment Banking

Target: MARINER WEALTH ADVISORS

Bidder: NEUBERGER BERMAN GROUP

7 Service Providers

4 Target | 2 Bidder | 1 Vendor

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

14 Jan 2025|United States|Asset Managers and Custodians

Target: CASSADY SCHILLER WEALTH

Bidder: MARINER WEALTH ADVISORS

8 Service Providers

6 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

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