News, Comment & Analysis results for MAI Capital Management
RIA M&A Volume Dips, But Demand For Large Firms Still Strong
Among the details of this report is that serial acquirers dominate the buyer side, accounting for
Who’s Moving Where In Wealth Management? – Raymond James Financial, MAI Capital Management, Oppenheimer
The latest moves, appointments and personnel changes in wealth management in North America.
Deals Of The Day: The Latest In Wealth Management M&A – Harbor Financial Advisors, Cetera, MAI Capital, OG Private Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
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.