Allied Business Group Acquired By
Mariner Holdings

August 2014 | Allied Business Group       Print

Allied Business Group, an Overland Park-based investment banking firm, announced today that it has been acquired by Mariner Holdings. The new partnership will allow both firms to provide clients with a more complete range of wealth advisory and business planning solutions.

Allied will continue to provide investment banking, valuation advisory, and forensic accounting services to clients who are independent of Mariner, as well as to Mariner's existing and future clients. The relationship will also give Allied access to Mariner's industry-leading resources, technology, and personnel, which it will leverage to provide its clients with greater attention and advice as they transition out of their businesses or pursue growth opportunities.

Allied & Mariner

Pictured: David Holzman and Tim Skarda of Allied Business Group (left) and Marty Bicknell and Cheryl Vohland of Mariner Holdings (right)

Read more about the transaction in the Kansas City Business Journal >

Mariner Holdings is a rapidly growing and award-winning independent financial services firm with approximately $35 billion in assets under management and 450 employees. Based in Leawood, Kan., Mariner provides financial advice and investment management services through its two affiliates, Mariner Wealth Advisors and Montage Investments.

According to Martin C. Bicknell, chief executive officer of Mariner Holdings, his firm has long recognized a need among its business owner clients for additional support in the areas of business valuation and exit strategy planning.

"I am thrilled to bring the Allied team on board to support this need," said Bicknell. "The professionals at Allied have an impressive record of developing customized solutions for business owners and their advisors. By offering these services through Allied, we are providing our clients with access to industry-leading services and advice."

Both firms are focused on providing customized solutions to each client. This shared mission, along with the firms' combined experience, will help both organizations provide a more complete range of services to help clients reach their unique strategic goals. Additionally, the partnership will allow the firms to meet their own growth objectives.

"We are very excited to be part of the Mariner family of companies," said Tim Skarda, founder and managing director of Allied Business Group. "This relationship will provide opportunities for growth for both of our organizations. Most importantly, it will allow both Mariner and Allied to better serve our clients by combining our extensive expertise in developing solutions specifically to meet client needs."

About Mariner Holdings

Mariner Holdings was founded in 2006, and has since grown from $300 million in assets under management and eight employees to $35 billion and nearly 450 employees. Based in Leawood, Kan., Mariner focuses on providing wealth and asset management services through its two subsidiaries: Mariner Wealth Advisors and Montage Investments.

Mariner has been named a Best Place to Work by the Kansas City Business Journal and a Best Company to Work For by Ingram's magazine. Mariner CEO Marty Bicknell was ranked #2 on Barron's 2013 list of the Top 100 Independent Financial Advisors in the U.S., and the #1 financial advisor in the state of Kansas. He has now been ranked in the top ten nationally for a fourth consecutive year, and first in Kansas for the past five years.*

Mariner Wealth Advisors

Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind - preserving the wealth they have created and building a legacy for future generations of family and business leaders.

Montage Investments

Montage Investments provides institutional-caliber investments to investors and the financial professionals who serve them. Through a family of independent asset managers, unified by deep market insight and fundamental research, Montage offers alternative investment solutions across the spectrum of asset classes and strategies that include mutual funds, closed-end funds and separate accounts.

* Barron's has ranked Martin C. Bicknell and the teams at Mariner among the top independent financial advisors nationally for the past few years. The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.