August 30, 2024
Woodbridge International, a leading middle-market mergers and acquisitions firm, is excited to announce its acquisition by Mariner Wealth Advisors, a national financial services firm. This partnership marks a pivotal moment for both organizations, bringing together Woodbridge’s Sell-Side M&A expertise and Mariner’s comprehensive wealth advisory services to offer a truly integrated approach for our clients.
A Synergistic Cultural Fit with a Client-First Focus
“We are thrilled to join forces with Mariner Wealth Advisors, a firm that shares our core values and commitment to not only putting clients first, but having a meaningful impact on their lives” said Robert Koenig, CEO of Woodbridge International. “This partnership is a perfect cultural fit and a transformative opportunity for our collective clients. By aligning our resources, we can provide a continuum of services that extends far beyond the transaction, encompassing every aspect of our clients’ financial lives.”
Mariner’s wealth advisory expertise—ranging from estate, tax, and retirement planning to investment management, asset protection, and insurance—complements Woodbridge’s innovative M&A strategies. Together, we are uniquely positioned to guide business owners through the entire lifecycle of their financial journey, from the initial sale of their business to securing their financial future.
Empowering Growth and Expanding Opportunities
For Woodbridge employees, the acquisition offers a tremendous opportunity for growth and expansion. “We see a clear path to potentially doubling our business in the coming years,” said Koenig. “This partnership not only enhances our service offerings but also provides our team with new avenues to support our clients and cultivate new opportunities. By combining our strengths, we can offer unparalleled value to business owners, particularly as we navigate the anticipated wave of baby boomer business exits.”
Deepening Expertise and Expanding Services
Woodbridge International has built a reputation for delivering exceptional results through innovative marketing strategies, a deep understanding of market dynamics, and a commitment to maximizing client value. The acquisition allows us to broaden our service offerings, empowering clients to navigate the complexities of M&A and wealth management with greater confidence.
“Our combined expertise strengthens our ability to support business owners throughout every stage of their journey, ensuring their needs are met not just at the point of sale but for life,” said Koenig.
About Woodbridge International
Woodbridge International is a leading M&A firm that specializes in marketing and selling businesses through its innovative 150-day timeline-driven auction process. With a global reach and an extensive database of private equity groups and strategic buyers, Woodbridge has helped create over $2 billion in liquidity for business owners since 2021. Our mission is to set our clients up for a future full of possibilities, transforming their lives through successful transactions. For more information, visit woodbridgegrp.com
About Mariner Wealth Advisors
Mariner Wealth Advisors is a privately held, national financial services firm equipped to meet the diverse wealth needs of clients. Founded in 2006, Mariner has grown to advise on over $245 billion in assets as of June 30, 2024. With in-house expertise covering tax, estate, trust, insurance, and investment banking, Mariner is dedicated to positively impacting the lives of the clients it serves. For more information, visit mariner.com