On September 3, 2024, Mariner Wealth Advisors announced that it acquired Woodbridge International LLC.
Mariner Wealth Advisors (“Mariner”) announced, on September 3, 2024, that it acquired Woodbridge International LLC (“Woodbridge”). The acquisition was finalized on August 30, 2024, and the integration of Woodbridge’s team and operations into Mariner’s existing structure is expected to be completed by the end of the year. Woodbridge will maintain its current offices and continue to operate under its established brand for a period of time. Further terms of the transaction were not disclosed.
Mariner, based in Overland Park, Kansas, is a national wealth advisory firm providing tax advice, trust services, estate planning, investing management, risk management, and retirement plans. As of June 2024, Mariner had $81.1 billion in assets under management.
Woodbridge, based in New Haven, Connecticut, is a middle-market M&A firm specializing in sell-side transactions. As of September 2024, Woodbridge had over $2 billion in client liquidity over the last five years. Berkshire Global Advisors served as exclusive financial advisor to Woodbridge on the transaction.
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