Seward & Kissel represents Taurus Asset Management in connection with its acquisition by Mariner

June 9, 2025

Seward & Kissel’s Business Transactions Group Focusing on the Middle Market

On June 3, 2025 Mariner, a national financial services firm, announced the acquisition of Taurus Asset Management, a New York City-based wealth manager with approximately $1.4 billion in assets under advisement. Seward & Kissel is pleased to have represented Taurus Asset Management in connection with this investment management industry transaction.

Established in 2004, Taurus Asset Management provides tailored wealth planning and investment management for high-net-worth individuals, families and professional athletes, and also offers clients integrated support across estate planning, tax preparation, insurance and personal finance. Mariner, founded in 2006, is a privately held national financial services firm with $300 million in assets under advisement. Its wealth advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation.

Seward & Kissel LLP (www.sewkis.com) is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping.”

The company’s press release describing this transaction is available here.