Announced
Financials
Tags
Single Bidder
Domestic
Private
Majority
Diversified Financials
Friendly
Pending
United States
consulting firm
Acquisition
investment consulting
Synopsis
Mariner Wealth Advisors, a wealth advisory firm, agreed to acquire AndCo Consulting, an independent institutional investment and retirement plan consulting firm, and Fourth Street Performance Partners, an independent investment consulting firm. Financial terms were not disclosed. “The complementary nature of our clients and services will support our joint growth and offer existing clients and prospects additional services that will help enhance the overall client outcome. Mariner, AndCo and Fourth Street share an objective and client-first approach, a focus on associate development and unyielding support for our communities. This leads to a strong cultural alignment and great opportunities ahead,” Marty Bicknell, Mariner Wealth Advisors CEO and President.
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