M&A Deal Summary |
|
|---|---|
| Date | 2022-08-10 |
| Target | Pareto Wealth Management |
| Sector | Financial Services |
| Buyer(s) | MAI Capital |
| Deal Type | Add-on Acquisition |
SEARCH BY
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 | 8 of 18 |
| Sector: Financial Services M&A | 3 of 8 |
| Type: Add-on Acquisition M&A Deals | 8 of 18 |
| Country: Norway M&A | 1 of 1 |
| Year: 2022 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-28 |
Winfield Associates
Cleveland, Ohio, United States Winfield Associates is an independently owned investment management and private wealth advisory firm with an experienced, stable investment team. The company serves clients nationwide and its engagements are fee-only, and advice is customized to meet clients' goals. Winfield Associates was formed in 1997 and is based in Cleveland, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-24 |
Wiener Financial Management
Potomac, Maryland, United States Wiener Financial Management provides comprehensive financial and retirement planning and investment management services for high-net-worth individuals and families. Wiener Financial Management was formed in 1995 and is based in Potomac, Maryland. |
Buy | - |
