M&A Deal Summary |
|
|---|---|
| Date | 2024-12-09 |
| Target | Carmichael Hill |
| Sector | Financial Services |
| Buyer(s) | MAI Capital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Turkey Hill Management (Financial) |
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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 | 14 of 18 |
| Sector: Financial Services M&A | 6 of 8 |
| Type: Add-on Acquisition M&A Deals | 14 of 18 |
| State: Maryland M&A | 4 of 4 |
| Country: United States M&A | 13 of 17 |
| Year: 2024 M&A | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-07 |
Halpern
Ashburn, Virginia, United States Halpern is an independent fiduciary and registered investment advisor with $1.2 billion in client assets under management as of September 30, 2024. Halpern is based in Ashburn, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-13 |
Concentric Wealth Management
Lafayette, California, United States Concentric Wealth Management provides hundreds of individuals and families with sophisticated, tax efficient, and globally diversified portfolios, as well as comprehensive wealth management services encompassing family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning. Concentric Wealth Management was formed in 2008 and is headquartered in Lafayette, California. |
Buy | - |
