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MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.
MAI Capital Management on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
MAI Capital Management was acquired by The Carlyle Group in 2026 for $2.8B.
Funding Rounds
1
Last Funding
Acquisitions
36
Investments
1
Monthly Visits
Contacts
292
Patents
0
1 trademarks
About MAI Capital Management
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 20
- Active products
- 21
- Patents granted
- 0
- Trademarks
- 1
- IT spend
- $4.26M
Investor Activity
- Investor type
- Investment Bank
- Investments
- 1
- Portfolio orgs
- 1
Company Info
- Org types
- company, investor
- HQ
- Cleveland, Ohio, United States
Signals & Scores
- Trend (7d)
- -1
- Trend (30d)
- -4.2
- Trend (90d)
- -0.7
MAI Capital Management Funding Rounds
1 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
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MAI Capital Management Investments
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MAI Capital Management Acquisitions
36 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Saybrook Wealth Group | — | 2026-06-09 | MAI Capital Management | Financial ServicesRetirementWealth Management | United States |
| Service Academy Capital Management | — | 2026-05-29 | MAI Capital Management | ConsultingFinancial ServicesWealth Management | United States |
| LOC Investment Advisers | — | 2026-02-13 | MAI Capital Management | AdviceFinancial ServicesRisk Management | United States |
| Lowe Wealth Advisors | — | 2025-12-05 | MAI Capital Management | AdviceFinancial ServicesInsuranceRetirementWealth Management | United States |
| Liberty Private Client | — | 2025-10-24 | MAI Capital Management | Asset ManagementRetirementTax Consulting | United States |
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MAI Capital Management Key People
Chief Investment Officer
Chief Financial Officer
Investment Advisor and Senior Managing Director
Managing Partner and Chief Operating Officer
Executive Chairman & CEO
Regional President and Senior Managing Director
Senior Managing Director and Regional President
292
professional contacts at MAI Capital Management
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