Specialized Business Services for Wealth Advisors

Mariner Capital Advisors
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Our professionals at Mariner Capital Advisors can offer you and your business owner clients across industries specialized services.

Our team provides investment banking and business valuation services. We recommend you bring us in early in discussions with your business owner clients so we help them understand situations in which Mariner Capital Advisors can be a valuable resource.

Our core offering for advisors serving business owner clients includes:

Defensible business valuations

Defensible business valuations for transaction, tax reporting, financial reporting and litigation purposes

Sell-side M&A advisory

Sell-side M&A advisory solutions for business owners seeking to sell their company.

Buy-side M&A advisory

Buy-side M&A advisory solutions to help business owners grow their companies through acquisition

Capital sourcing services

Capital sourcing services for clients who need capital to finance growth initiatives

Extensive investor database

Extensive investor database and access to private company M&A transaction data and macro-level industry research

Mariner Platform Solutions offers additional advisory solutions for building comprehensive wealth plans for clients including insurance, tax planning and preparation, trust services, investments and retirement planning solutions.


Learn more about all our wealth advisory solutions:

Start Growing with Mariner Platform Solutions

If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.

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