Houlihan Lokey Advises Cassady Schiller Wealth Management

Houlihan Lokey is pleased to announce that Cassady Schiller Wealth Management (CSWM), an independent registered investment advisor, has been acquired by Mariner Wealth Advisors (Mariner), a leading wealth management firm. Terms of the transaction were not disclosed. The transaction closed on December 20, 2024.

Founded in 2004 and headquartered in Cincinnati, Ohio, CSWM is a comprehensive wealth management firm providing financial planning and wealth management services to more than 300 high-net-worth and ultra-high-net-worth relationships with $600 million in assets. The firm, led by Mike Clark and Jim McGrath and supported by six team members, specializes in advising business owners, medical professionals, and closely held family businesses.

Mariner is headquartered in Overland Park, Kansas, and is one of the nation’s largest independent wealth management firms with more than $258 billion in assets. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies.

Houlihan Lokey served as the exclusive financial advisor to CSWM and assisted in marketing, structuring, and negotiating the transaction.

RELATED: Asset and Wealth Management