Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | August 27, 2025 |
| Target | Evoke Advisors |
| Sector | Business Services |
| Buyer(s) | MAI Capital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Ardea Partners (Financial) Ropes & Gray (Legal) |
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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 | 16 of 18 |
| Sector: Business Services | 9 of 10 |
| Type: Add-on Acquisition | 16 of 18 |
| State: California | 2 of 3 |
| Country: United States | 15 of 17 |
| Year: 2025 | 2 of 4 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-15 |
Summit Financial Advisors
San Mateo, California, United States Summit Financial Advisors is an SEC-registered investment adviser and independent wealth management firm. Summit Financial Advisors was formed in 1998and is headquartered in San Mateo, California. |
Buy | - |
