Completed Transactions

Since our founding in 2002, we have managed or consulted on over 100 M&A transactions. Some of our recently completed and notable transactions are shown below.

Sell-Side Advisory

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Mariner Capital Advisors acted as exclusive financial advisor to Retail Success in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Truss LLC in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to HCS, Inc. in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to R&N Management, Inc. in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Locke-AMI in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Target Insurance in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Professional Fire Alarm Systems in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Industrial By Design in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Therapy Support in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Star Seed in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to FoxTrax Vehicle Tracking in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Contrast Equipment Co. in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to American Fire & Safety in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to St. Joseph Agri Services
in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to The Corridor Group in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Mobile Medical Services in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Van-Am Tool & Engineering in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Junction City Wire Harness in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Spectrum Medical in this transaction.

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Strategic Investor

Mariner Capital Advisors acted as exclusive financial advisor to Douglas Products in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Continental Screw in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to Computech Manufacturing in this transaction.

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Mariner Capital Advisors acted as exclusive financial advisor to UniMed in this transaction.

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Private Investor

Mariner Capital Advisors acted as exclusive financial advisor to Palmer Electric in this transaction.

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Private Investor

Mariner Capital Advisors acted as exclusive financial advisor to Mesler Roofing in this transaction.

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has been acquired by

Mariner Capital Advisors acted as exclusive financial advisor to First Biomedical in this transaction.

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has been acquired by a

Private Investor

Mariner Capital Advisors acted as exclusive financial advisor to Coleman Construction in this transaction.

Buy-Side Advisory

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Mariner Capital Advisors acted as financial advisor to Gragg Advertising in this transaction.

has been acquired by

Mariner Capital Advisors acted as exclusive financial advisor to PBM in this transaction.

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Due Diligence

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Mariner Capital Advisors provided due diligence services to Star Seed in this transaction.

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Mariner Capital Advisors due diligence services to Van-Am Tool & Engineering in this transaction.

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Fairness Opinion

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Investment Group

Mariner Capital Advisors acted as a financial advisor to Greater St. Louis Community Foundation in this transaction.

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Sell side engagements that include an offering of securities may include the engagement of our affiliated broker dealer, MSEC, LLC, and may include additional requirements not detailed herein.

The views expressed are for informational purposes only and do not take into account any individual personal, financial, legal or tax considerations. As such, the information contained herein is not intended to be personal legal, investment or tax advice. Nothing herein should be relied upon as such, and there is no guarantee that any claims made will come to pass. The information is based on information and sources of information deemed to be reliable, but Mariner Capital Advisors does not warrant the accuracy of the information.

TIM HOSIE

Associate

Tel: (913) 904-5446 | Mobile: (816) 308-0563
timothy.hosie@marinercapitaladvisors.com

As an associate, Tim examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

Prior to joining Mariner Capital Advisors, Tim worked for “Big 4” public accounting firms and publicly listed companies.

Tim holds a Master of Accounting degree from University of Missouri-Kansas City and is currently pursuing his MBA with a concentration in finance from Rockhurst University.

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ROBBIE VANTRUMP

Director

Tel: (913) 904-5537 | Mobile: (913) 271-9505
robbie.vantrump@marinercapitaladvisors.com

As director, Robbie supports the firm through sell-side and buy-side mergers and acquisitions (M&A) advisory engagements. He has assisted on more than 40 M&A advisory engagements in varying capacities for clients across a broad range of industries including health care, manufacturing, agriculture, software, construction, food manufacturing, marketing and e-commerce.

Robbie provides strategic and operational support on M&A transactions and plays an active role in preparing offering materials and developing and executing go-to-market strategies. He has also helped author educational articles and whitepapers on topics related to business succession planning, business valuation and private equity.

Robbie has two Bachelor of Arts degrees in French and mass media from Washburn University and is currently pursuing his MBA in finance and international business at the University of Kansas.

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LIZZY FLEET, CFA

Associate

Tel: (913) 904-5536 | Mobile: (913) 558-3136
lizzy.fleet@marinercapitaladvisors.com

As an associate, Lizzy examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

Prior to joining Mariner Capital Advisors, Lizzy worked as an analyst in the oil and gas industry.

She holds dual bachelor’s degrees in finance and accounting from the University of Oklahoma and is a CFA^® Charterholder.

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HOUSE ZHU

Senior Financial Analyst

Tel: (913) 904-5533 | Mobile: (617) 800-3559
house.zhu@marinercapitaladvisors.com

As a senior financial analyst, House examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

He holds a bachelor’s degree in business administration from Boston University, a master’s degree in finance from the University of Texas at Dallas and a Master of Accounting degree from Washington University in St. Louis.

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JASON O’BRYON

Senior Associate

Tel: (913) 904-5534 | Mobile: (785) 840-6647
jason.obryon@marinercapitaladvisors.com

As a senior associate, Jason assists in engagements for mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

Prior to joining Mariner Capital Advisors, Jason worked in the mutual fund industry in operations and project planning.

He holds a bachelor’s degree in finance with an emphasis on management and leadership from the University of Kansas and a master’s in finance from the University of Missouri-Kansas City.

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JOHN STEVENSON

Valuation Director

Tel: (913) 904-5603 | Mobile: (612) 741-0540
john.stevenson@marinercapitaladvisors.com

As valuation director, John has overseen or completed more than 500 valuation engagements for mergers and acquisitions, strategic planning, buy-sell agreements, Employee Stock Ownership Plans, gift and estate tax planning, charitable giving and financial reporting, among others. He has also led teams that render fairness opinions in connection with public company sale, merger and financing transactions.

John’s industry experience includes business software and services, medical devices, building products, food processing, trucking, industrial goods and manufacturing, wholesale distribution, retail and banking and insurance.

Prior to joining Mariner Capital Advisors, John was a valuation director at BDO. Prior to BDO, he was a valuation director at RSM and a director at Craig-Hallum Capital Group. John holds a bachelor’s degree from Iowa State University with majors in finance and economics.

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TODD MIDDLETON

Managing Director

Tel: (913) 904-5539 | Mobile: (913) 645-3147
todd.middleton@marinercapitaladvisors.com

As managing director, Todd has more than 20 years of experience in the banking and financial services industry. Todd possesses a blend of experience in areas that include mergers and acquisitions (M&A), commercial and industrial lending, commercial real estate and construction, credit analysis, inventory management and risk management.

Todd has advised clients in areas that include mergers and acquisitions, strategic planning, financial management, risk management and valuation. He also has specialized knowledge of the agriculture industry and has managed multiple sell-side M&A transactions involving agricultural producers, product suppliers and distributors.

Prior to joining Mariner Capital Advisors, Todd worked in banking and finance for more than two decades. He was a commercial banker and also held senior-level executive and management positions with Fortune 500 companies.

Todd holds a bachelor’s degree in business marketing from Drake University and is involved in several charities, including the March of Dimes and Victory Junction Camp.

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TOM TILLEY

Managing Director

Tel: (913) 904-5540 | Mobile: (913) 238-0295
tom.tilley@marinercapitaladvisors.com

As managing director, Tom has been directly involved in more than 100 business transactions across the country and has more than 10 years of experience finding appropriate buyers or sellers for his clients. Tom manages all aspects of business transactions including sourcing buyers and sellers, financial modeling and building capital structures, negotiating and closing.

Tom’s experience with mergers and acquisitions spans an array of industries including distribution, manufacturing, consumer products, financial services, health care, information technology and service businesses. He frequently presents to business owners who are clients of local and regional banks, accounting firms and other regional business advisory groups.

With his financial marketplace knowledge, transaction experience and background as a business owner, Tom designs creative transactions and financial structures and then guides his clients through the closing process.

Prior to joining Mariner Capital Advisors, he was managing partner at The DVS Group leading new business development.

Tom attended Michigan State University on a hockey scholarship and went on to play for the St. Louis Blues, Chicago Blackhawks and Tampa Bay Lightning professional hockey organizations. He remains involved in hockey as the President of the Kansas City Youth Hockey Association.

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