M&A Deal Summary

MAI Capital Acquires Winpoint Financial

On September 20, 2021, MAI Capital acquired financial services company Winpoint Financial

Acquisition Highlights
  • This is MAI Capital’s 1st transaction in the Financial Services sector.
  • This is MAI Capital’s 1st transaction in the United States.
  • This is MAI Capital’s 1st transaction in Maryland.

M&A Deal Summary
Date 2021-09-20
Target Winpoint Financial
Sector Financial Services
Buyer(s) MAI Capital
Deal Type Add-on Acquisition

Target

Winpoint Financial

Marriottsville, Maryland, United States
website
Winpoint Financial provides holistic financial planning and wealth management services to wealthy individuals and families, including those in their working years and through retirement. Winpoint Financial was founded in 1999 and is based in Marriottsville, Maryland.

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Buyer(S) 1

Buyer

MAI Capital

Cleveland, Ohio, United States

website

Category Company
Sector Financial Services
DESCRIPTION

MAI Capital is a fee-based wealth management firm providing planning and investment advisory services. MAI’s investment, planning, and tax professionals will collaborate to develop, implement and monitor a financial plan tailored to meet unique and individual needs. MAI Capital is headquartered in Cleveland, Ohio.

DEAL STATS #
Overall 1 of 11
Sector (Financial Services) 1 of 4
Type (Add-on Acquisition) 1 of 11
State (Maryland) 1 of 3
Country (United States) 1 of 10
Year (2021) 1 of 5
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-04 Storey & Associates

North Canton, Ohio, United States

Storey & Associates offers comprehensive financial planning services, as well as estate planning, retirement planning, debt management, tax planning and more. The firm also provides asset management services for high-net-worth individuals, families and business owners. Storey & Associates was founded in 1985 and is based in North Canton, Ohio.

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