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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Mariner Wealth Advisors

In network coverage since September 2, 2026 · 9 stories
Network coverage
The Close

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Moody's projects 6.7x debt/EBITDA and says ratings are unaffected.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
The Close · Oct 22Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA
M&A · Oct 22Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x
Practice management · 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 management · Sep 11Mariner's $175M bot bet is a headcount purchase
Recruiting & transitions · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question
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