M&A Deal Summary

MAI Capital Acquires Storey & Associates

On October 4, 2021, MAI Capital acquired financial services company Storey & Associates

Acquisition Highlights
  • This is MAI Capital’s 2nd transaction in the Financial Services sector.
  • This is MAI Capital’s 2nd transaction in the United States.
  • This is MAI Capital’s 1st transaction in Ohio.

M&A Deal Summary
Date 2021-10-04
Target Storey & Associates
Sector Financial Services
Buyer(s) MAI Capital
Deal Type Add-on Acquisition

Target

Storey & Associates

North Canton, Ohio, United States
Storey & Associates offers comprehensive financial planning services, as well as estate planning, retirement planning, debt management, tax planning and more. The firm also provides asset management services for high-net-worth individuals, families and business owners. Storey & Associates was founded in 1985 and is based in North Canton, 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 2 of 14
Sector (Financial Services) 2 of 6
Type (Add-on Acquisition) 2 of 14
State (Ohio) 1 of 3
Country (United States) 2 of 13
Year (2021) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-20 Winpoint Financial

Marriottsville, Maryland, United States

Winpoint Financial provides holistic financial planning and wealth management services to wealthy individuals and families, including those in their working years and through retirement. Winpoint Financial was founded in 1999 and is based in Marriottsville, Maryland.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-06 Hochman Cole

Deerfield, Illinois, United States

Hochman Cole provides retirement, financial planning, and investment management services for high-net-worth individuals, families, and business owners. Hochman Cole was founded in 2006 and is based in Deerfield, Illinois.

Buy -
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