Acquiring Company
Mariner Advisors
Acquired Company
Cardinal Investment Advisors
Overland ParkUnited StatesFinanceFinancial ServicesHealth CareEmployee BenefitsConsultingInsuranceDescription
Mariner, the Kansas City-area wealth adviser, has successfully completed their biggest acquisition to date by acquiring Cardinal Investment Advisors. The acquisition brings $292 billion in assets to Mariner, allowing it to strengthen its position as a leading partner for institutional consulting services and expand its reach to more organizations in need of tailored investment solutions.
Quick answer
Mariner Advisors is acquiring Cardinal Investment Advisors, announced January 10, 2025. Mariner Advisors is based in Overland Park, Kansas, United States.
- How much did Mariner Advisors pay for Cardinal Investment Advisors?
- The deal value was not disclosed.
- What does Mariner Advisors do?
- Mariner Advisors is one of the biggest Registered Investment Advisors (RIAs) in the country, based in Overland Park, Kansas.
- Where are Mariner Advisors and Cardinal Investment Advisors based?
- Mariner Advisors is based in Overland Park, Kansas, United States. Cardinal Investment Advisors is based in United States.
- Who are the decision-makers at Mariner Advisors?
- Fundz holds 1 contact at Mariner Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Finance and Financial Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Arthur J. Gallagher & Co. completes acquisition of Dominick Falcone Agency, Inc., and Falcone Associates, Inc. (February 3, 2025)
- Buffkin / Baker completes acquisition of Gallagher’s U.S. Executive Search Practice to enhance national presence (February 19, 2025)
- HUB INTERNATIONAL completes acquisition of Mayfield Insurance, Inc. in Indiana to strengthen insurance capabilities (February 7, 2025)
- JN Financial Group agrees to transfer JNGI shares to BCIC (January 22, 2025)
- Arthur J. Gallagher & Co. Acquires Shepard Insurance Group to Expand High-Net-Worth Offerings (November 26, 2024)
- Hub International acquires Lindenwood Agency, Inc. to expand commercial and personal insurance capabilities (February 5, 2025)
Who to call at Mariner Advisors, and when
When Mariner Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Mariner Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Mariner Advisors, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Mariner Advisors. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Mariner Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Cardinal Investment Advisors?
Cardinal Investment Advisors was acquired by Mariner Advisors, based in Overland Park. The deal was reported on January 10, 2025. Mariner Advisors is one of the biggest Registered Investment Advisors (RIAs) in the country, based in Overland Park, Kansas. Mariner Advisors is privately held and operates in Finance.
When did Mariner Advisors acquire Cardinal Investment Advisors?
Mariner Advisors's acquisition of Cardinal Investment Advisors was reported on January 10, 2025. Mariner, the Kansas City-area wealth adviser, has successfully completed their biggest acquisition to date by acquiring Cardinal Investment Advisors. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Cardinal Investment Advisors do?
Cardinal Investment Advisors is an institutional investment consulting firm with a significant presence in St. Louis and Chicago. It has a client base of insurance companies, corporate retirement plans, health care systems, foundations, and endowments. It is privately held, operating in Financial Services, and is based in United States.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.