The Financial Services Network
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The Financial Services Network - overview
Established
1984
Location
Sacramento, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1984, Mariner Advisor Network is formerly known as The Financial Services Network serving operates as a financial services company providing its services to business, investment, and compliance professionals. In July 2022, Mariner Wealth Advisors, LLC, a portfolio company of Leonard Green & Partners, agreed to acquire Mariner Advisor Network. The firm is led by Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen, as managing partners. As of 2022, the company employs 53 employees and has 5 Kolbe-certified coaches as well as 400 advisors across the 20 states.
The firm offers a wide range of financial services to independent investors such as business consulting, portfolio consulting, compliance, and operations. Additionally, the firm also supports business transitions and virtual administration. Furthermore, the firm also provides technical support and solutions. The acquisition may allow Mariner Advisor Network to expand its reach and add significant talent to its team, as well as emphasize its commitment to assisting independent advisors.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
https://www.fsnweb.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
The Financial Services Network - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Announced | The Financial Services Network | - |
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