M&A Deal Summary

Mariner Wealth Advisors Acquires McGervey Wealth Management

On December 13, 2022, Mariner Wealth Advisors acquired financial services company McGervey Wealth Management

Acquisition Highlights
  • This is Mariner Wealth Advisors’ 2nd transaction in the Financial Services sector.
  • This is Mariner Wealth Advisors’ 2nd transaction in the United States.
  • This is Mariner Wealth Advisors’ 2nd transaction in Ohio.

M&A Deal Summary
Date 2022-12-13
Target McGervey Wealth Management
Sector Financial Services
Buyer(s) Mariner Wealth Advisors
Deal Type Add-on Acquisition
Advisor(s) InCap Group, Inc. (Financial)

Target

McGervey Wealth Management

Canton, Ohio, United States
McGervey Wealth Management is a wealth management firm that provides proactive service and advice for select families and business owners nationally. It helps clients to make informed decisions through education, communication, and service which exceeds their expectations. McGervey Wealth Management was formed in 2003 and is based in Canton, Ohio.

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Buyer(S) 1

Buyer

Mariner Wealth Advisors

Leawood, Kansas, United States
Category Company
Sector Financial Services
DESCRIPTION

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.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Ohio) 2 of 2
Country (United States) 2 of 2
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-10-30 RiverPoint Capital Managements

Cincinnati, Ohio, United States

RiverPoint Capital Management is an independent advisory firm that manages wealth for individuals, families, endowments and foundations.

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