Mariner Acquires Woodbridge International, Enhancing M&A Advisory Services
TL;DR
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.
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Mariner, a national wealth advisory firm, has acquired Woodbridge International, a leading middle-market mergers and acquisitions (M&A) firm based in New Haven, Conn. This strategic move significantly enhances Mariner's capabilities in sell-side M&A advisory services, making it a more comprehensive financial advisory entity.
Woodbridge International, known for its innovative approach to M&A transactions and extensive industry experience, brings over three decades of expertise to Mariner. The acquisition allows Mariner to leverage Woodbridge’s global reach and industry-specific knowledge, providing enriched M&A advisory services to its clients.
“The integration of Woodbridge International into the Mariner family marks a transformative step in our mission to deliver comprehensive, client-focused financial services,” said Marty Bicknell, CEO and president of Mariner. “Woodbridge’s impressive history of successful transactions and its commitment to client-centric solutions align seamlessly with our core values. This acquisition enables us to broaden our service offerings, empowering our clients to navigate the complexities of M&A with greater confidence and precision.”
Woodbridge has established a reputation for maximizing value through innovative marketing strategies and a deep understanding of market dynamics. With offices in New Haven, CT, and Cape Town, South Africa, Woodbridge boasts a global database of 8,400 private equity groups and 410,000 strategic companies, casting one of the widest nets in the industry to identify potential buyers swiftly.
“For our team, joining forces with Mariner opens up incredible avenues for growth,” said Robert Koenig, CEO of Woodbridge International. “We now have a clear path to potentially double our business within the next few years. By expanding our offerings, we can cultivate idle leads and provide more value to clients than ever before. This is an exciting time for Woodbridge, especially as we aim to capture the anticipated wave of baby boomer business exits.”
The acquisition also comes at a critical time for the financial advisory sector. With 35% of financial advisors expected to retire over the next decade and $17 trillion in small businesses projected to be sold in the next 20 years, the combined capabilities of Mariner and Woodbridge position them well to support business owner clients during key transitions.
The transaction 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 International will maintain its current offices and continue to operate under its established brand for a period of time, ensuring continuity for its clients and employees.
Curated from News Direct
