Mariner

Mariner Indie Arm, Maridea Add Advisors

Real Estate Buying & Selling /
Mariner Indie Arm, Maridea Add Advisors

Summer unofficially ended Tuesday in the registered investment advisor deal space, with numerous multi-billion dollar deals peppering the short work week. The deal frenzy kicked off with CI Financial’s Miami-based Corient announcing a deal for two U.K.-based firms that, once closed, will see it nearly double the RIA’s client assets to $430 billion. The firm, […]

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Mariner to Acquire $5B Institutional Consulting Firm

Real Estate Buying & Selling /
Mariner to Acquire $5B Institutional Consulting Firm

Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus, has penned an agreement to acquire Southeastern Advisory Services, an institutional consulting firm headquartered in Atlanta. The deal is set to close in September, and will add about $5 billion in assets under advisement to Mariner Institutional. Southeastern

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