MAI Capital Management Acquires Prime Investment Advisors
September 27, 2022
Cleveland-based MAI Capital Management acquired Bethesda-based Prime Investment Advisors, adding approximately $140 million in assets under management and expanding MAI's Mid-Atlantic footprint. Founder Stephen Polan will join MAI as Senior Wealth Advisor and Managing Director; the deal is MAI's ninth since Galway Holdings acquired MAI in 2021.
- Buyers
- MAI Capital Management, LLC
- Targets
- Prime Investment Advisors
- Platforms
- MAI Capital Management, LLC
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Addon
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