Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | January 13, 2025 |
| Target | Concentric Wealth Management |
| Sector | Financial Services |
| Buyer(s) | MAI Capital |
| Deal Type | Add-on Acquisition |
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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 Context for Buyer | # |
|---|---|
| Overall | 15 of 18 |
| Sector: Financial Services | 7 of 8 |
| Type: Add-on Acquisition | 15 of 18 |
| State: California | 1 of 3 |
| Country: United States | 14 of 17 |
| Year: 2025 | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-09 |
Carmichael Hill
Gaithersburg, Maryland, United States Carmichael Hill provides tailored retirement planning and financial services. Carmichael Hill was founded in 1989 and is headquartered in Gaithersburg, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-27 |
Evoke Advisors
Los Angeles, California, United States Evoke Advisors is an investment adviser that manages approximately $27 billion, $12B on a discretionary basis and $15B, non-discretionary. It helps entrepreneurs and investors to deliver holistic financial planning and provide both discretionary and non‑discretionary investment advisory services to a broad range of clients. Evoke Advisors is based in Los Angeles, California. |
Buy | - |
