Tracked deals
31
31 tracked deals across 2019-2026.
Operating Company
Financial Services
MAI Capital Management
Cleveland, Ohio, United States
Registered investment adviser (RIA) and wealth management firm founded in 1973. Mission is to help clients simplify, protect, and grow their wealth, serving the wealth management and sports & entertainment businesses with investment management, financial & estate planning, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice (including specialized family-office solutions).
- Focus Areas
- Wealth Management, Registered Investment Adviser (RIA), Investment Management
- Website
- mai.capital
Recent pace
8
8 tracked deals announced in the last 12 months.
Deal mix
Buyout
20 buyout · 11 addon
MAI Capital Management Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 31 tracked deals for MAI Capital Management.
-
August 18, 2026
- Buyer
- MAI Capital Management
- Target
- OG Private Wealth
- Seller
- Ryan O'Donnell, Mike O'Donnell
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
MAI Capital Management announced the acquisition of OG Private Wealth, a fee-only registered investment adviser with offices in Chico and Hermosa Beach, California. The deal adds approximately $551 million in AUM and brings OG Private Wealth’s planning-first advisory model for entrepreneurs, business owners, and affluent families onto MAI’s platform. Terms were not disclosed, and OG Private Wealth joined MAI effective August 14, 2026.
-
August 17, 2026
- Buyer
- MAI Capital Management
- Target
- Waypoint Wealth Counsel LLC
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
MAI Capital Management announced the acquisition of Waypoint Wealth Counsel LLC, an Atlanta-based fee-only registered investment advisor managing about $490 million in AUM. The deal is intended to give MAI a foothold in Atlanta and expand wealth management capabilities and alternative investment access while keeping Waypoint’s local leadership in place.
-
- Buyer
- MAI Capital Management
- Target
- Saybrook Wealth Group
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
MAI Capital Management signed an agreement to acquire Saybrook Wealth Group, an Old Saybrook, Connecticut-based registered investment adviser with approximately $273 million in assets under management. The acquisition expands MAI’s Northeast presence in Connecticut and the surrounding region, and Saybrook joined MAI effective May 29, 2026.
-
February 13, 2026
- Buyer
- MAI Capital Management
- Target
- LOC Investment Advisers
- Industry
- Financial Services
- Location
- West Virginia, United States
- Type
- Buyout
MAI Capital Management acquired LOC Investment Advisers, a fee-only RIA with offices in Hurricane, West Virginia and Jupiter, Florida, adding approximately $759 million in AUM and more than 800 client households. The deal closed effective February 13, 2026; LOC founders Robert O'Dell and David Lanham will remain involved to support continuity and succession, and LOC Managing Director Sean Mayberry will become Senior Wealth Advisor & Team Leader.
-
December 15, 2025
- Buyer
- MAI Capital Management
- Target
- Lowe Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
MAI Capital Management has acquired Columbia, Maryland-based Lowe Wealth Advisors, a registered investment advisor with $527 million in assets under management. The deal expands MAI’s footprint in the Mid-Atlantic — adding Lowe’s nine-person, boutique, family-led practice and its niche client base while transitioning the firm onto MAI’s national platform; terms were not disclosed.
-
November 14, 2025
- Buyer
- MAI Capital Management
- Target
- Court Place Advisors, LLC
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
MAI Capital Management, a Cleveland-based registered investment adviser, has acquired Court Place Advisors, an Ellicott City, Maryland RIA with $366 million in assets under management. The deal expands MAI’s Mid‑Atlantic footprint and adds $366 million to the firm’s AUM; terms were not disclosed.
-
October 31, 2025
- Buyer
- MAI Capital Management
- Target
- Evoke Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
MAI Capital Management has completed its strategic acquisition of Los Angeles-based Evoke Advisors, creating a national RIA platform with roughly 600 employees and about $65 billion in combined AUM. The deal, effective October 31, 2025, brings Evoke leaders into MAI's expanded Office of Managing Partners to accelerate MAI's national footprint and capabilities for ultra-high-net-worth, family office and institutional clients; terms were not disclosed.
-
October 28, 2025
- Buyer
- MAI Capital Management
- Target
- Liberty Private Client, LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
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.
-
September 12, 2025
- Buyer
- MAI Capital Management
- Target
- Summit Financial Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
MAI Capital Management has acquired San Mateo-based Summit Financial Advisors, integrating Summit’s advisory team and approximately $570 million in client assets into MAI’s wealth management platform. The deal expands MAI’s presence and capabilities in California—adding Summit’s expertise serving Silicon Valley executives—while Summit’s lead advisor Rafael Velez joins MAI as Regional President and Senior Managing Director.
-
January 6, 2025
- Buyer
- MAI Capital Management
- Target
- Garrison Asset Management
- Industry
- Financial Services
- Location
- Arkansas, United States
- Type
- Buyout
MAI Capital Management, a registered investment adviser, has acquired Garrison Asset Management, a Fayetteville, Arkansas-based wealth advisory firm with $317 million in client assets under management as of September 30, 2024. Garrison will adopt the MAI brand and integrate MAI’s internal infrastructure (HR, operations, marketing), with Kerry Bradley and James Bell joining MAI as senior portfolio managers; terms were not disclosed.
-
December 31, 2024
- Buyer
- MAI Capital Management
- Target
- Concentric Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Cleveland-based MAI Capital Management has acquired Concentric Wealth Management, a Lafayette, California RIA with six employees and $662 million in client assets, effective December 31, 2024. Concentric's founders, Eric Flett and Stewart McGuire, will adopt MAI branding and join as regional presidents as the firm integrates MAI's operations, HR and marketing resources.
-
December 9, 2024
- Buyer
- MAI Capital Management, LLC
- Target
- Carmichael Hill & Associates, Inc.
- Seller
- Jim Stewart
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
MAI Capital Management announced the acquisition of Gaithersburg, Maryland-based Carmichael Hill & Associates, adding approximately $350 million in client assets under management. Carmichael Hill will adopt MAI's brand and infrastructure effective December 6, 2024; Principal Jim Stewart becomes Senior Wealth Advisor & Team Leader. Turkey Hill Management advised Carmichael Hill on the transaction; terms were not disclosed.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
18 tracked deals by MAI Capital Management.
Wealth Management Buyers & Acquisitions
13 tracked deals by MAI Capital Management.
Acquisitions in Ohio
8 tracked deals by MAI Capital Management.
Acquisitions in Maryland
6 tracked deals by MAI Capital Management.
Acquisitions in California
5 tracked deals by MAI Capital Management.
Acquisitions in Florida
2 tracked deals by MAI Capital Management.
Selling a company? Get in front of buyers like MAI Capital Management
Turn tracked acquisition activity into an outreach-ready buyer list.