MAI Capital - M&A Summary and Business Overview

Financial ServicesCompany

MAI Capital M&A Summary

MAI Capital has acquired 13 companies, including 13 in the last 5 years.

MAI Capital has acquired in 8 different US states, and 2 countries. The Company’s most targeted sectors include business services (62%) and financial services (39%).

MAI Capital Business Overview

Where is MAI Capital headquartered?

MAI Capital is headquartered in Cleveland, Ohio.

What sector is MAI Capital in?

MAI Capital is a financial services company.

M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity13
  • Total Sectors Invested 2
  • Total Countries Invested 2

MAI Capital

MAI Capital Management LLC

1360 East 9th Street, Suite 1100,
Cleveland, Ohio 44114
United States,
(216) 920-4800
www.mai.capital

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # - - 5 3 1 4 13
Sell (0.0/yr) # - - - - - - 0
  13

Most Recent M&A

Company Date Value Type
Halpern Financial, Inc. 2024-10-07 - Add-on Acquisition
Ashburn, Virginia · www.halpernfinancial.com
Harbor Wealth Management 2024-05-06 - Add-on Acquisition
Boulder, Colorado · www.harbor-wealthmanagement.com
LWS Wealth Advisors, Inc. 2024-03-04 - Add-on Acquisition
Basking Ridge, New Jersey · www.lwswealthadvisors.com
WaterStone Investment Counsel LLC 2024-01-22 - Add-on Acquisition
Cincinnati, Ohio · www.waterstoneinv.com
Wiener Financial Management 2023-04-24 - Add-on Acquisition
Potomac, Maryland · www.wienerfinancial.com
Pareto Wealth Management AS 2022-08-10 - Add-on Acquisition
Oslo, Norway · www.paretowm.no
Winfield Associates, Inc. 2022-06-28 - Add-on Acquisition
Cleveland, Ohio · www.winfieldinc.com
Monarch Business & Wealth Management LLC 2022-01-03 - Add-on Acquisition
New York, New York · www.monarchbw.com
Investment Planning Associates, Inc. 2021-12-20 - Add-on Acquisition
Rockville, Maryland · www.ipa-ria.com
Queens Oak Advisors 2021-12-13 - Add-on Acquisition
Charlotte, North Carolina · queens-oak.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 8 (62%) - - -
Financial Services 5 (38%) - - -
Total 13 - - -

By Geo

State/Country Buy Value Sell Value
United States 12 - - -
  Ohio 3 - - -
  Maryland 3 - - -
  Virginia 1 - - -
  North Carolina 1 - - -
  New York 1 - - -
  New Jersey 1 - - -
  Illinois 1 - - -
  Colorado 1 - - -
Norway 1 - - -
Domestic 12 (92%) - - -
Cross-border 1 (8%) - - -
Total 13 - - -

Company Summary

SECTOR

Financial Services

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