MAI Capital Management Acquires Liberty Private Client
October 28, 2025
MAI Capital Management has acquired Liberty Private Client, a Fort Myers, Florida–based registered investment advisor managing $245 million in client assets. The entire Liberty team will join MAI effective October 24, 2025; terms were not disclosed. The acquisition expands MAI’s presence in Florida and strengthens its Southeast / East Coast footprint.
- Buyers
- MAI Capital Management
- Targets
- Liberty Private Client, LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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