Mariner
Mariner's M&A business provides sell-side advisory and business-valuation services through a middle-market investment-banking practice. Its public materials describe a majority-sale process, U.S. and Canada coverage, worldwide outreach to vetted buyers, and a stated focus on businesses with $5-150M in annual revenue planning a transition now or within the next five years.
What stands out about Mariner
Mariner publicly presents a sell-side-focused M&A and valuation practice for businesses with $5-150M in annual revenue planning a transition now or within the next five years. Its stated process includes valuation, buyer identification and outreach, negotiation, deal structuring, and closing execution, with a 150-day timeline and a dedicated 15+ member deal team.[1][2][3]
What does Mariner do?
Mariner’s current M&A business is a middle-market investment-banking firm focused on mergers and acquisitions. Official transaction disclosures state that Mariner is a marketing name used by Woodbridge International LLC, a subsidiary of Mariner Wealth Advisors, LLC.
Mariner publicly states that its professionals provide sell-side M&A advisory and business-valuation services. Its stated valuation applications include strategic planning, transactions, tax and financial reporting, and litigation.[1][2]
Publicly stated services include sell-side mergers-and-acquisitions advisory and business valuation. Mariner describes valuation work for strategic planning, transactions, tax and financial reporting, and litigation.
For a majority sale, the stated process includes information gathering, financial review, valuation, market assessment, competitive analysis, buyer identification and outreach, negotiation, deal structuring, and closing execution.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Mariner?
An owner evaluating Mariner can clarify how the stated majority-sale process would apply to the company’s circumstances, including the information-gathering, valuation, buyer-outreach, negotiation, structuring, and closing stages. The stated criteria are businesses with $5-150M in annual revenue planning a transition now or within the next five years, and the stated geographic coverage is the United States and Canada with worldwide outreach to vetted buyers.
The cited Mariner investment-banking and valuation services page does not publish a universal advisory-fee percentage, minimum fee, expense schedule, termination provision, or tail-period provision. Those terms should therefore be requested directly, along with confirmation of the contracting Woodbridge or Mariner entity, the intended transaction structure, buyer-contact strategy, confidentiality controls, and the expected owner and management time commitment.[2][3]
Which Mariner or Woodbridge legal entity will be the contracting party for the engagement
Does the proposed mandate cover only a majority sale, or also other transaction structures or alternatives
What are the upfront, monthly, success, expense, termination, and tail-fee provisions
What size transactions and clients does Mariner focus on?
Mariner states that it advises businesses across all industries. The cited materials therefore describe a broad industry mandate rather than a sector-specific focus.[3]
Official transaction announcements identify Mariner as advisor or exclusive sell-side advisor on several recent sales:[1][4][5][6]
- Mariner announced the May 26, 2026 sale of Multi-Panels, Inc. to Stego, with Mariner serving as advisor to Multi-Panels.
- Mariner announced the March 31, 2026 sale of The Stroudsmoor to Wedgewood Weddings & Events, with Mariner serving as advisor to The Stroudsmoor.
- Mariner announced the February 2026 sale of Superior Scaffold Services, Inc. to Sunbelt Rentals and was identified as the exclusive sell-side advisor.
- Mariner announced the January 9, 2026 sale of Universal Chemicals and Coatings to PRO-SET Formulated Resin Systems, LLC, with Mariner serving as advisor.
Mariner’s investment-banking overview describes a majority-sale process. The process covers valuation, market assessment, competitive analysis, buyer identification and outreach, negotiation, deal structuring, and closing execution.[3]
What does Mariner publicly disclose about fees, process and engagement terms?
The cited Mariner investment-banking and valuation services page does not publish a universal advisory-fee percentage, minimum fee, expense schedule, termination provision, or tail-period provision for the services described there.
The cited Multi-Panels transaction announcement identifies the seller, buyer, advisor role, and business descriptions but does not disclose transaction consideration or fee arrangements.[1][2]
Mariner’s business-services page states that its investment-banking and valuation services are offered by a non-registered investment adviser affiliate of Mariner and are subject to additional fees.
Official transaction disclosures state that Woodbridge’s investment-banking services are separate and distinct from investment-advisory services offered by other Mariner Wealth Advisors affiliates. The disclosures also state that Woodbridge may, where applicable, conduct certain limited securities activities in reliance on an exemption from broker-dealer registration under the Securities Exchange Act of 1934 and in compliance with applicable federal and state laws.[1][2][4]
Mariner describes a 150-day structured transaction timeline, a dedicated 15+ member deal team, and a buyer network of 8,500+ private equity firms and 850,000+ strategic buyers.
Its official Connecticut M&A page describes a 150-day timeline-driven auction, underwriting in the first 30 days, a 21-day bid-acceptance period after launch, and a proprietary buyer network.[3][7]
Questions to ask before hiring Mariner
Which Mariner or Woodbridge legal entity will be the contracting party for the engagement?
Does the proposed mandate cover only a majority sale, or also other transaction structures or alternatives?
What are the upfront, monthly, success, expense, termination, and tail-fee provisions?
How would the 150-day timetable and auction process be adjusted for the company?
Which buyer categories and industries will be targeted, and how will conflicts be checked?
What transaction references can be provided for businesses with similar revenue, sector, geography, and ownership objectives?
Are any tax, estate, wealth-management, or other related services optional and separately contracted?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Investment approach
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Public Process
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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