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06/03/2009 - Mariner Holdings, LLC to Grow Asset Management Business; Signs Definitive Agreement to Acquire Controlling Interest of Tortoise Capital Advisors, LLC

Strategic partnership to build value for asset management clients with innovative products and thought leadership

FOR IMMEDIATE RELEASE

LEAWOOD, Kan. – June 3, 2009 – Mariner Holdings, LLC (Mariner) today announced that Mariner and senior management at Tortoise Capital Advisors, LLC (Tortoise) have entered into a definitive agreement to acquire all of the ownership interests in Tortoise from Kansas City Equity Partners (KCEP) and affiliates of KCEP and Fountain Capital Management. Mariner will purchase a majority stake in Tortoise, with the intention to provide growth capital and resources, and serve as a complementary strategic partner in the asset management business.

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The Mariner Vision

Our mission is to help clients and their families achieve and maintain financial peace of mind. This is done by developing and implementing prudent strategies which seek to maximize the creation and preservation of multigenerational wealth.

The Mariner Culture

At Mariner, all that we do is centered around the client. We attempt to assure that investment guidelines are in harmony with the values of the client, and with the general philosophy of the firm.

 

  Complete Wealth Management customized to fit each client’s unique needs, to include financial planning and portfolio design, risk management and estate planning, and a host of other client-centered tools and services

  Accounting and Tax Services provided to executives and business owners by an exclusive staff of accounting professionals

  Family Office Needs for a select group of families and individuals

  Private Equity Opportunities which give our clients access to financial solutions outside of traditional investment vehicles



Mariner Wealth Advisors 
Pinnacle Corporate Centre IV
4200 West 115th Street, Suite 100
Leawood, KS 66211

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Mariner offers a line of proprietary investment strategies for clients. These strategies are tactical in nature, and attempt to take advantage of primary trends in the marketplace.
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