Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below. Also receive a free copy of No Regrets, No Do-Overs.
With Mariner’s recent acquisition of Woodbridge International, we’ve expanded our offerings even further. Together, we provide a holistic, deeply integrated approach to wealth and M&A advisory.
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. Today Mariner has over $250 billion assets under management (AUM) with nearly 2,000 financial advisors.
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.
Considering selling your business? If so, we'd like to hear from you! Learn more and contact us today.
Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below. Also receive a free copy of No Regrets, No Do-Overs.
Take a 6-minute tour of the Woodbridge process, meet key team members and learn about why timing is everything.
“What makes the Woodbridge Experience unique is that every member of the Woodbridge team acts like a partner with their client to do absolutely everything possible to effectuate a successful transaction at the maximum value.” Jeffrey W. Rossi, CPA, CFE, Managing Partner Marcum
