Advised on 15 Transactions in the Robust 2024 RIA M&A Market
Dynasty Financial Partners today announced that its affiliate, Dynasty Investment Bank, dedicated to serving clients in the asset and wealth management industry, served as exclusive advisor to Jenkins Wealth, Inc. (“Jenkins”) on its sale to Mariner, a privately-held national financial services firm based in Overland Park, Kansas.
Founded in 2011, Jenkins is a Denver-based registered investment advisor (RIA) with approximately $250 million in assets under management. As a result of the transaction, Jenkins will have access to the additional resources of a national, well-respected brand to scale its operations and drive continued growth and innovation. Jenkins’ headquarters enhances Mariner’s geographic footprint in the Denver, Colorado, metropolitan area. Together, the companies share a focus on client service and will be able to enhance that experience through a comprehensive, flexible offering tailored to clients’ needs. Following the close of the deal, Jenkins will assume the Mariner name and maintain its current location in Denver and its team.
“This transaction provides Mariner with the opportunity to partner with a scalable, sophisticated and entrepreneurial RIA deeply rooted in client service,” said Harris Baltch, Head of Dynasty Investment Bank. “Jenkins’ value proposition is centered around its client-centric model and its ability to provide a tailored solution set for each client. The team is truly dedicated to providing individuals and their families with financial confidence through trust and transparency.”
“We founded our firm with the mission of providing efficient and secure investment strategies to both individual and institutional investors, and our partnership with Mariner will take this pursuit to the next level,” said Brad Jenkins, Founder, CEO, and Chief Investment Officer of Jenkins Wealth. “Dynasty’s investment banking team worked closely with us to provide invaluable advice and guidance, making the transaction process as seamless as possible for our team. We are grateful for their help and partnership.”
Serving as sell-side advisor to Jenkins Wealth capped off an active year for Dynasty Investment Bank. The team completed 15 transactions across a range of sell-side, buy-side, recruitment, strategic advisory and capital transactions, representing approximately $15 billion of targeted assets under management.
For more information on Dynasty Investment Bank, please visit us at https://dynastyinvestmentbank.com.
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About Dynasty Investment Bank
Dynasty Investment Bank is a leading investment bank dedicated to serving the asset and wealth management industry and is provided through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC. Our firm specializes in buy-and sell-side M&A, succession planning strategies, strategic advisory services, valuations, and providing flexible capital solutions to help firms achieve their strategic objectives. As an affiliate of Dynasty Financial Partners, a premier wealth management technology middle and back-office service provider to over $100 billion in assets under administration across the US, our investment banking team leverages the synthetic scale to provide our clients with unique market perspectives and deliver high quality execution.
About Dynasty Financial Partners
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty's technology, tools, and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms - organically and inorganically - while allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high-net-worth and ultra-high-net-worth clients and has contributed to the movement of assets from traditional brokerage channels to independent channels of wealth management. As Dynasty is becoming a recognized industry leader, the company differentiates itself through a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and scale to invest in continuously enhancing its offering, the flexibility, and seamlessness afforded by a modular technology solution, its entrepreneurial culture, and experienced and committed management team.
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Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. The products or services referenced herein may be available through other broker-dealers, or bank and non-bank affiliates of major investment firms that Dynasty through its affiliate Dynasty Securities has entered into revenue sharing arrangements with. Dynasty Securities may receive fees in relation to Dynasty Select platform transactions, however, it does not hold customer securities or customer funds.
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