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Mariner Wealth Advisors

In network coverage since September 2, 2026 · 7 stories
Network coverage
The Close

Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA

The fungible add-on lifts the first-lien term loan B to $1.3 billion from $1.16 billion, and S&P and Moody's say the ratings are unaffected.
M&A · Oct 22Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x
practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years
RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal
RIA · Sep 11Mariner's $175M bot army is an integration budget
practice · Sep 11Mariner's $175M bot bet is a headcount purchase
move · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question
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