Financing an acquisition can be a significant hurdle for many advisors, particularly those who are seeking to acquire larger firms. Fortunately, Mariner Advisor Network now has several lending solutions available to help you achieve your growth goals. As part of our commitment to providing premier solutions that simplify and accelerate the acquisition process, we have developed relationships with Live Oak Bank, The Bancorp, and PPC Loan.

These three companies focus on growth loans for acquisitions, mergers and partial book purchases. They provide small-business loans and conventional loans with competitive rates designed to help you access the funding needed and are typically lower cost than other forms of financing. Ultimately, these benefits make the companies an attractive choice for advisors who want to keep their financing costs low.

In the end, the choice of lending solution will depend on the unique needs and circumstances of each advisor. Advisors should carefully evaluate the options available to them and choose the one that best aligns with their firm’s long-term goals.

As always, The Network is committed to keeping you informed and helping you achieve your business goals. As the industry continues to grow and evolve, it is essential for advisors to stay informed and take advantage of opportunities.

Please contact me for the latest lending rates or if you would like to set up a call with our lending partners.

Stephanie Roberts
Director, Advisor Engagement
[email protected]

The companies referenced are provided for informational and educational purposes; Mariner Advisor Network is not affiliated with those listed.