Mariner Wealth Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Mariner Wealth Advisors M&A Summary

Mariner Wealth Advisors has acquired 2 companies, including 1 in the last 5 years.

Mariner Wealth Advisors has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Mariner Wealth Advisors Business Overview

Where is Mariner Wealth Advisors headquartered?

Mariner Wealth Advisors is headquartered in Leawood, Kansas.

What sector is Mariner Wealth Advisors in?

Mariner Wealth Advisors is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 1

Mariner Wealth Advisors

4200 West 115th Street, Suite 100,
Leawood, Kansas 66211
United States,
(913) 647-9700
www.marinerwealthadvisors.com

Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - - 1 - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
McGervey Wealth Management 2022-12-13 - Add-on Acquisition
Canton, Ohio · www.mcgerveywealth.com
RiverPoint Capital Managements, Inc. 2012-10-30 - Add-on Acquisition
Cincinnati, Ohio · www.riverpointcm.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (100%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Ohio 2 - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
Cambridge International Partners LLC
 1

Company Summary

SECTOR

Financial Services

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Related Lists for Mariner Wealth Advisors

Kansas Companies , Financial Services Companies , United States Companies , Kansas Financial Services Companies , Kansas Financial Services with Acquisitions , Kansas Financial Services with Divestitures

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