MAI Capital Management Acquires Bolan Capital Management
September 27, 2024
MAI Capital Management has acquired Bolan Capital Management, a boutique wealth management firm with $238 million in client assets under management. The terms were not disclosed; Bolan will adopt the MAI brand and founder Brian Bolan will become a Senior Wealth Advisor as the deal (effective September 27, 2024) expands MAI's footprint in the Cincinnati/Nashville region.
- Buyers
- MAI Capital Management, LLC
- Targets
- Bolan Capital Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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