MAI Capital Management Acquires Storey & Associates
October 4, 2021
MAI Capital Management, a Cleveland-based registered investment adviser, has acquired Storey & Associates, a North Canton, Ohio financial planning and asset management firm. The deal, which closed Sept. 30, 2021, adds approximately $230 million in assets under management and brings founders Harlan Storey and Kevin Krakora and all Storey employees into MAI; financial terms were not disclosed.
- Buyers
- MAI Capital Management, LLC
- Targets
- Storey & Associates
- Platforms
- MAI Capital Management, LLC
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Addon
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