News, Comment & Analysis results for MAI Capital Management

M and A
January 5, 2024

Cleveland-Based MAI Continues Acquisition Drive

The deal – financial terms of which were not disclosed – continues a pattern of North American

M and A
June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

People Moves
June 6, 2023

Summary Of North American Wealth Management Executive Moves – April 2023

The latest roundup of moves for the North American wealth management industry.

People Moves
April 27, 2023

Who's Moving Where In Wealth Management? – Manhattan West, Raymond James

The latest senior moves in the North American wealth management sector.

M and A
April 25, 2023

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Wiener Financial Management

The latest deals and transactions in and around North American wealth management.

M and A
January 12, 2023

High Volume, Newbies And Private Equity Hold RIA Deal Spotlight

A report explores trends in mergers and acquisitions in the RIA space, noting the roles of private

M and A
October 5, 2022

MAI Retirement Launched After Acquisition

The acquisition introduces a new business unit for MAI, adding retirement plan consulting

M and A
August 11, 2022

Deals Of The Day: The Latest In Wealth Management M&A – MAI, Pareto

The latest corporate deals, transactions and acquisitions in the North American wealth management

M and A
July 1, 2022

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management

The latest corporate deals, transactions and acquisitions in the North American wealth management

M and A
January 4, 2022

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Monarch, CI Financial

The latest mergers, acquisitions and corporate actions in and around the North American wealth

Comment & Analysis results for MAI Capital Management