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MAI Capital - M&A Summary and Business Overview

Financial ServicesCompany

MAI Capital M&A Summary

MAI Capital has acquired 15 companies, including 15 in the last 5 years.

MAI Capital has acquired in 9 different US states, and 2 countries. The Company’s most targeted sectors include business services (54%) and financial services (47%).

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 Activity15
    • M&A Buy Activity15
  • 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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (3.0/yr) # - 5 3 1 5 1 15
Sell (0.0/yr) # - - - - - - 0
  15

Most Recent M&A

Company Date Value Type
Concentric Wealth Management 2025-01-13 - Add-on Acquisition
Lafayette, California · www.concentric-wealth.com
Carmichael Hill & Associates, Inc. 2024-12-09 - Add-on Acquisition
Gaithersburg, Maryland · www.carmichael-hill.com
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 8 (53%) - - -
Financial Services 7 (47%) - - -
Total 15 - - -

By Geo

State/Country Buy Value Sell Value
United States 14 - - -
  Maryland 4 - - -
  Ohio 3 - - -
  Virginia 1 - - -
  North Carolina 1 - - -
  New York 1 - - -
  New Jersey 1 - - -
  Illinois 1 - - -
  Colorado 1 - - -
  California 1 - - -
Norway 1 - - -
Domestic 14 (93%) - - -
Cross-border 1 (7%) - - -
Total 15 - - -

Company Summary

SECTOR

Financial Services

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