A: Mariner Wealth Advisors: A national financial services firm providing a wide range of wealth management services, including estate, tax, and retirement planning. Mariner manages over $245 billion in assets as of June 30, 2024.
Woodbridge International: A leading middle-market M&A firm specializing in sell-side advisory services. Known for its innovative 150-day auction process, Woodbridge has created over $2 billion in liquidity for business owners since 2021.
A: Mariner’s acquisition of Woodbridge International (now called Woodbridge – A Mariner Company) marks the wealth advisory firm’s strategic expansion into the mid-sized mergers and acquisitions (M&A) market. The deal bolsters Mariner’s position as a comprehensive financial advisory firm by integrating Woodbridge’s expertise in sell-side M&A transactions and its innovative approach to dealmaking in the middle-market.
A: Joining Mariner provides Woodbridge with:
- Opportunities to expand its service offerings.
- A clear path to potentially doubling its business within a few years.
- Access to Mariner’s resources, enabling it to provide greater value to clients and cultivate new opportunities.
A: Woodbridge’s clients gain access to Mariner’s comprehensive financial advisory services, including estate planning, tax strategies, and wealth management. This expanded suite of services guarantees clients a seamless transition from the sale of their business to securing their financial future. Additionally, Mariner’s resources and expertise enhance Woodbridge’s ability to maximize value for its clients.
A: The acquisition allows Mariner to offer:
- Enhanced sell-side M&A advisory services.
- Access to Woodbridge’s extensive global database of 8,400 private equity groups and 410,000 strategic companies.
- Comprehensive financial advisory services that encompass the entire business lifecycle, from sale to wealth management.
A: Yes, Woodbridge will continue to operate under its established brand for a period of time to ensure continuity for its clients and employees, albeit with a minor rebrand as Woodbridge – A Mariner Company. The full integration into Mariner’s operations is expected to be completed by mid 2025.
A: Both Mariner and Woodbridge share a client-first approach and a commitment to delivering meaningful impacts. This alignment in values ensures a seamless partnership focused on providing exceptional service.
A: Woodbridge’s expertise in middle-market M&A and its global reach enable it to identify the right buyers quickly. This, combined with Mariner’s financial advisory services, ensures that business owners can navigate their exits with confidence and precision.
A: This deal highlights the growing focus on middle-market M&A, particularly as baby boomer business owners seek exits. With $17 trillion in small businesses projected to change hands in the next 20 years, this partnership positions Mariner and Woodbridge to capitalize on these opportunities.
