Mariner Acquires Woodbridge International, Enhances M&A Advisory Capabilities
Mariner Acquires Woodbridge International, Enhances M&A Advisory Capabilities
Key Takeaways (TLDR)
Mariner's acquisition of Woodbridge International enhances its M&A advisory services, giving it a competitive edge in the financial industry.
The acquisition enables Mariner to offer enhanced M&A advisory services by leveraging Woodbridge's global reach and industry-specific knowledge.
The cultural alignment between Mariner and Woodbridge strengthens Mariner's ability to support its business owner clients during key business transitions, making a meaningful impact.
Woodbridge's innovative approach to M&A transactions and extensive experience across industries will significantly benefit Mariner's clients and the financial industry overall.
Why it Matters
This acquisition strengthens Mariner’s ability to support its 1,200 business owner clients, particularly during key business transitions, as 35% of financial advisors are expected to retire over the next decade and $17 trillion in small businesses are projected to be sold in the next 20 years.
Summary
Mariner, a national wealth advisory firm, has acquired Woodbridge International, a leading middle-market mergers and acquisitions firm based in New Haven, Conn. This acquisition enhances Mariner’s M&A advisory services, leveraging Woodbridge’s global reach and industry-specific knowledge. The integration marks a transformative step in Mariner’s mission to deliver comprehensive, client-focused financial services.
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