News, Comment & Analysis results for MAI Capital Management
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
Summary Of North American Senior Wealth Management Moves – April 2025
A summary of the moves in the North American wealth sector, covering a number of types of firm,
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an