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  6. MAI Capital Acquires J.W. Coons Advisors

M&A Deal Summary

MAI Capital Acquires J.W. Coons Advisors

On September 22, 2025, MAI Capital acquired business services company J.W. Coons Advisors

Acquisition Highlights
  • This is MAI Capital’s 10th transaction in the Business Services sector.
  • This is MAI Capital’s 17th transaction in the United States.
  • This is MAI Capital’s 4th transaction in Ohio.

M&A Deal Summary
Date 2025-09-22
Target J.W. Coons Advisors
Sector Business Services
Buyer(s) MAI Capital
Deal Type Add-on Acquisition

Target

J.W. Coons Advisors

Columbus, Ohio, United States
J.W. Coons Advisors offers customized portfolios, estate and philanthropic planning, as well as a full range of comprehensive financial planning services. J.W. Coons Advisors was founded in 2003 and is based in Columbus, Ohio.

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Buyer(S) 1

Buyer

MAI Capital

Cleveland, Ohio, United States
Category Company
Sector Financial Services
DESCRIPTION

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 18 of 18
Sector: Business Services M&A 10 of 10
Type: Add-on Acquisition M&A Deals 18 of 18
State: Ohio M&A 4 of 4
Country: United States M&A 17 of 17
Year: 2025 M&A 4 of 4
PREVIOUS DEAL
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.

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