Acquisition changes trajectory of money management firm

An acquisition wasn’t on Ben Jones’ to-do list when the year started. A stars-aligned kind of moment changed everything.

  • By Mark Gordon
  • | 11:00 a.m. December 30, 2021
  • | 0 Free Articles Remaining!
File. Ben Jones and Martin Kossoff are looking forward to being part of Mariner Wealth Advisors for a full calendar year in 2022.
File. Ben Jones and Martin Kossoff are looking forward to being part of Mariner Wealth Advisors for a full calendar year in 2022.
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Going into 2021, Ben Jones didn’t think the thriving 22-employee investment wealth management firm he oversaw, Allegiant Private Advisors, was a prime target for acquisition.

Founded in 1997, first as the financial services arm of Sarasota accounting firm Kerkering Barberio, Allegiant had grown into one of the leading high-touch wealth management firms in town. It had some 500 clients and nearly $1 billion in assets under management.

 

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