Dynasty Investment Bank Closes a Strong Year Serving as Exclusive Advisor to Jenkins Wealth on its Sale to Mariner
Summary
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--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. 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. “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. 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. 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.
Funding
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