April 1, 2026
We are pleased to share the successful sale of a coaching and training business, which officially closed on March 13, 2026. This transaction highlights the importance of adaptability, alignment, and steady execution in navigating a complex deal environment.
Early in the process, our client encountered an unexpected challenge: evolving regulatory and market dynamics required a full rebrand. This included a company name change and an expansion of its service offerings. Our client moved decisively and efficiently, completing the rebrand in short order and enabling us to launch the business without significant delay.
Marketing under the rebrand attracted strong interest from multiple bidders. Ultimately, our client selected an independent sponsor, an unconventional path relative to our typical buyer profile. The decision was driven by clear cultural alignment and shared values, which we and our clients believed would best support the company’s long-term success.
While the independent sponsor proved to be an excellent operational and cultural fit, the financing path introduced additional complexity. Throughout due diligence, the buyer’s SBA lender revised deal terms multiple times, affecting elements such as transaction structure, consideration, earnout mechanics, and seller note terms.
Given the SBA’s firm requirements, flexibility was essential. Aided by our client’s calm, collaborative approach and trust in the process, we worked through these changes methodically – seeking to protect value where possible and negotiate favorable outcomes in areas outside the lender’s control.
Despite the unforeseen roadblocks, the transaction closed successfully, reflecting the power of thoughtful decision-making, adaptability under pressure, and close collaboration between all parties involved.
Thinking about a sale in a changing market? This deal highlights a few important lessons:
Successful exits are rarely linear—but with preparation, flexibility, and the right advisory team, even complex transactions can close successfully. At Mariner, our seasoned M&A team helps business owners navigate the practical steps of deal execution.
Woodbridge, A Mariner Company is now simply Mariner.
Brand Update: Last year, Woodbridge joined the Mariner family, combining our M&A Experience with Mariner’s comprehensive wealth, estate, and tax advisory services. As the final step in this integration, we are transitioning our name from Woodbridge, A Mariner Company to simply Mariner. You’ll continue working with the same team you know and trust, with the same commitment to your success — now under one unified brand.