News, Comment & Analysis results for MAI Capital Management
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