News, Comment & Analysis results for MAI Capital
MAI Capital Management Expands Texas Presence
The deal marks MAI’s 21st acquisition since January 2024 and expands the firm’s presence in
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Court Place
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
MAI Capital Management Acquires Another RIA, Surpasses $65 Billion AuM
The transaction is MAI Capital's 17th since the start of 2024 and part of a powerful M&A trend in
Who's Moving Where In Wealth Management? – MAI, Provident Bank, Others
The latest moves, appointments and personnel changes in North American wealth management.
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and