Woodbridge - A Mariner Company

Financial ServicesConnecticut, United States51-200 Employees

Woodbridge - A Mariner Company operates in financial services, offering mergers and acquisitions advisory for mid-sized, middle-market businesses primarily in the U.S. and Canada. Its typical clients generate between $5 million and more than $100 million in annual revenue, and the firm follows a structured, 150-day process designed to guide owners through every stage of the sale. The firm is based in New Haven, Connecticut, and traces its origins to Woodbridge International, founded in 1993; in 2024 it joined Mariner and now operates under the Mariner brand.

Beyond the transaction itself, affiliated advisors assist with tax planning, wealth planning, investment strategies, and post-sale advisory to support long-term wealth and legacy planning. Woodbridge operates as a marketing name used by Woodbridge International LLC, a subsidiary of Mariner Wealth Advisors, LLC, delivering investment banking services including M&A advisory. A notable recent development is the December 2023 appointment of Neil Dennis as Managing Director for New Business, indicating leadership focus on expanding client engagements.

Sign up for free to view info

Email Format Employee directory