Introduction to Marion Financial Corp.

Marion Financial Corp. (Marion) is a Houston based merger and acquisition advisory firm serving clients throughout the United States and Europe. Founded in 1988 by Thomas M. Edens, the firm specializes in providing business owners with expert assistance in the valuation, sale, merger or recapitalization of their businesses. Any advisory or consulting services performed by Marion are on a confidential basis.

Marion Financial Corp.'s strengths and industry experience includes financial services (receivables management & outsourcing, debt collection, credit reporting, factoring and medical billing companies), healthcare services (primarily back office & revenue cycle management services), telecommunications, automobile aftermarket products, new car dealerships, construction companies and various other service and manufacturing companies.

Client First Approach

Marion Financial approaches and strives to fulfill each engagement with a Client First compass as the guidepost for all interaction with clients. Client service is the DNA that guides the actions of all members of the firm. Our Client First approach is demonstrated starting with the risk reversal features of Marion's engagement letter to the "high touch" service levels exercised throughout all aspects of the transaction process. Our goal is to accelerate a positive outcome on our clients' behalf by utilizing a high degree of professional involvement and unimpeachable ethics. By focusing on "service" rather than "selling", we are more able to help our clients win.

Marion's focus is driven by satisfying our clients' most common transaction concerns which almost always include:

  • Confidentiality
  • Integrity driven results
  • Maximization of their after-tax benefits from a transaction
  • Minimizing the execution time and stress of a transaction
  • Insuring that their employees and family members are taken care of after a transaction
  • Preservation of their business legacy

 

"We Add Value to Every Transaction"

 

To the extent appropriate and required under Federal and State securities law for the settlement of Merger & Acquisition (business purchases or sales), such settlements will be through McLean Securities, LLC a FINRA broker dealer.