M&A Deal Summary

MAI Capital Acquires LWS Wealth Advisors

On March 4, 2024, MAI Capital acquired financial services company LWS Wealth Advisors

Acquisition Highlights
  • This is MAI Capital’s 4th transaction in the Financial Services sector.
  • This is MAI Capital’s 10th transaction in the United States.
  • This is MAI Capital’s 1st transaction in New Jersey.

M&A Deal Summary
Date 2024-03-04
Target LWS Wealth Advisors
Sector Financial Services
Buyer(s) MAI Capital
Deal Type Add-on Acquisition

Target

LWS Wealth Advisors

Basking Ridge, New Jersey, United States
LWS Wealth Advisors provides comprehensive financial planning, asset management, and family office services designed to simplify its clients' evolving and complex needs. LWS Wealth Advisors is based in Basking Ridge, New Jersey.

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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 11 of 14
Sector (Financial Services) 4 of 6
Type (Add-on Acquisition) 11 of 14
State (New Jersey) 1 of 1
Country (United States) 10 of 13
Year (2024) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-22 WaterStone

Cincinnati, Ohio, United States

WaterStone provides investment management and counselling services to individuals, businesses, and foundations across several asset classes and investment vehicles. WaterStone is based in Cincinnati, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-06 Harbor Wealth Management

Boulder, Colorado, United States

Harbor Wealth Management advises private individuals and families, businesses, company retirement plans, and private foundations on all aspects of investment and wealth management. Harbor Wealth Management was founded in 1988 and is based in Boulder, Colorado.

Buy -
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