Mariner Capital Advisors

Mariner Capital Advisors (MCA) provides our clients experienced and professional mergers and acquisition (M&A) advisory and valuation services. Selling a business is likely the most significant financial event of a client’s life, and MCA can help.

What we do:

Valuation Advisory

• • M&A Transactions
  • Financing
  • Buy-Sell Agreements
  • Gift & Estate Tax Planning
  • Charitable Donation Strategies
  • Stock Options/409A
  • ESOPs
  • Shareholder Disputes
  • Divorce
  • Purchase Price Allocation
  • Goodwill Impairment
  • Intellectual Property

Investment Banking

• • Sell-Side M&A Advisory
  • Buy-Side M&A Advisory
  • Capital Sourcing

How we can help you

• Understand the client’s true net worth
• Understand the volatility of the business asset
• Determine the viability of the client’s current financial plan, including asset allocation, risk, and timing for retirement
• Determine future estate planning needs and a better plan for tax liabilities

Types of clients we work with

• Clients and prospects of Mariner Wealth Advisors
• Own businesses with EBITDA greater than $1,000,000 (with some exceptions)
• Own growth stage or mature companies
• Want to sell or gift their business
• Need to develop a succession plan for their business
• Need assistance in acquiring a business
• Need to know the value of their business
• Are approached by another company with an unsolicited acquisition offer

What you can expect

• Quick response and request for more information
• Discussion with MCA on opportunity set
• Layout of the process and next steps
• 20% standard referral fee for advisor