On June 3, 2025, Mariner Wealth Advisors announced its acquisition of Seward & Kissel client Taurus Asset Management.
Mariner Wealth Advisors (“Mariner”) announced, on June 3, 2025, its acquisition of Taurus Asset Management (“Taurus”), in a deal that closed on May 31, 2025. Following the transaction, Taurus will adopt the Mariner name and branding, and its existing team will remain in place. Further terms of the deal were not disclosed.
Mariner, based in Overland Park, Kansas, is a registered investment advisor providing tax advice, trust services, estate planning services, investment management services, risk management services and retirement planning services. Mariner has approximately $560 billion in assets under advisement.
Taurus, based in New York City, is a registered investment advisor offering estate planning, tax preparation, insurance and personal finance services. Taurus has approximately $1.4 billion in assets under advisement. A Seward & Kissel team represented Taurus on the transaction, and Houlihan Lokey served as exclusive financial advisor to Taurus on the transaction.
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